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 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 1.08% |
$995 - $1.05K
|
2.3K
$96.8K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-29- 0.04% |
$1.15K - $1.22K
|
77.9K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-35- 0.24% |
$1.39K - $1.48K
|
14.6K
$615K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-51- 0.43% |
$2.03K - $2.15K
|
11.8K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.46% |
$2.51K - $2.66K
|
13.5K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-82- 0.68% |
$3.26K - $3.46K
|
11.9K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-95- 0.4% |
$3.78K - $4.01K
|
23.9K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 0.62% |
$3.98K - $4.22K
|
15.9K
$672K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-100- 10.16% |
$3.98K - $4.22K
|
884
$37.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-102- 0.36% |
$4.06K - $4.3K
|
28.5K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-104- 0.39% |
$4.14K - $4.39K
|
26.8K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-111- 0.6% |
$4.42K - $4.68K
|
18.3K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-111- 0.36% |
$4.42K - $4.68K
|
30.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-123- 0.9% |
$4.9K - $5.19K
|
13.5K
$571K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-152- 0.25% |
$6.05K - $6.41K
|
59.6K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-192- 2.75% |
$7.64K - $8.1K
|
6.79K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-350- 1.0% |
$13.9K - $14.8K
|
34.6K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-353- 0.85% |
$14.1K - $14.9K
|
41.1K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-365- 1.23% |
$14.5K - $15.4K
|
29.3K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-382- 6.32% |
$15.2K - $16.1K
|
5.66K
$239K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-471- 46.27% |
$18.8K - $19.9K
|
547
$23.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-491- 5.9% |
$19.5K - $20.7K
|
7.84K
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-534- 5.41% |
$21.3K - $22.5K
|
9.34K
$394K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-547- 0.14% |
$21.8K - $23.1K
|
392K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-569- 0.93% |
$22.7K - $24K
|
60.9K
$2.57M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-627- 0.78% |
$25K - $26.4K
|
80.1K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-643- 0.68% |
$25.6K - $27.1K
|
93.4K
$3.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-645- 7.68% |
$25.7K - $27.2K
|
7.76K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-662- 5.25% |
$26.4K - $27.9K
|
11.9K
$504K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-681- 2.51% |
$27.1K - $28.7K
|
26.5K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-834- 1.22% |
$33.2K - $35.2K
|
67.2K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-843- 0.89% |
$33.6K - $35.5K
|
93.6K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-878- 8.4% |
$35K - $37K
|
9.58K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-968- 7.89% |
$38.5K - $40.8K
|
11.3K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.01K- 0.66% |
$40K - $42.4K
|
151K
$6.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 3.0% |
$41.2K - $43.6K
|
33.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11KClosed |
$44.1K - $46.7K
|
0
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.2K- 7.81% |
$47.8K - $50.6K
|
14.2K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.22K- 0.9% |
$48.4K - $51.3K
|
134K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.24K- 6.61% |
$49.4K - $52.3K
|
17.5K
$738K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.31K- 12.06% |
$52.2K - $55.3K
|
9.56K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.33K- 5.77% |
$53.1K - $56.2K
|
21.8K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.36K- 1.8% |
$54.1K - $57.3K
|
74.1K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.5K- 22.03% |
$59.7K - $63.3K
|
5.31K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.59K- 6.33% |
$63.4K - $67.2K
|
23.6K
$994K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 4.3% |
$65K - $68.9K
|
36.3K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.65K- 14.75% |
$65.6K - $69.5K
|
9.52K
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.66K- 1.48% |
$65.9K - $69.8K
|
110K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.66K- 1.22% |
$66K - $70K
|
135K
$5.68M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.69K- 7.42% |
$67.3K - $71.3K
|
21.1K
$889K
|