Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64.9K+ 535.91% |
$2.58M - $2.74M
|
77K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
29.2K+ 3264.73% |
$1.16M - $1.23M
|
30K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 3.12% |
$693K - $735K
|
575K
$22.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.84K+ 42.23% |
$392K - $415K
|
33.1K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
897+ 0.46% |
$35.7K - $37.8K
|
194K
$7.56M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
595+ 5.05% |
$23.7K - $25.1K
|
12.4K
$481K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
252+ 1.37% |
$10K - $10.6K
|
18.6K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.46% |
$2.51K - $2.66K
|
13.5K
$527K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-102- 0.36% |
$4.06K - $4.3K
|
28.5K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-192- 2.75% |
$7.64K - $8.1K
|
6.79K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-350- 1.0% |
$13.9K - $14.8K
|
34.6K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-353- 0.85% |
$14.1K - $14.9K
|
41.1K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-365- 1.23% |
$14.5K - $15.4K
|
29.3K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-534- 5.41% |
$21.3K - $22.5K
|
9.34K
$364K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-645- 7.68% |
$25.7K - $27.2K
|
7.76K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-681- 2.51% |
$27.1K - $28.7K
|
26.5K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-968- 7.89% |
$38.5K - $40.8K
|
11.3K
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.01K- 0.66% |
$40K - $42.4K
|
151K
$5.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.2K- 7.81% |
$47.8K - $50.6K
|
14.2K
$552K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.22K- 0.9% |
$48.4K - $51.3K
|
134K
$5.21M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.11K- 20.2% |
$83.9K - $88.9K
|
8.32K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.27K- 6.19% |
$170K - $180K
|
64.6K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.32K- 9.71% |
$212K - $225K
|
49.5K
$1.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.62K- 4.11% |
$224K - $237K
|
131K
$5.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-7.58K- 16.82% |
$302K - $320K
|
37.5K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.11K- 19.97% |
$323K - $342K
|
32.5K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17.5K- 23.04% |
$695K - $736K
|
58.3K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-25K- 37.13% |
$994K - $1.05M
|
42.3K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-86.2K- 86.44% |
$3.43M - $3.64M
|
13.5K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-179K- 56.04% |
$7.12M - $7.54M
|
140K
$5.46M
|