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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.79K- 12.88% |
$71.4K - $75.7K
|
12.1K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.81K- 18.48% |
$72.2K - $76.5K
|
8K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.82K- 3.16% |
$72.5K - $76.7K
|
55.8K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.04K- 1.15% |
$81.3K - $86.1K
|
176K
$7.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.06K- 15.51% |
$81.8K - $86.7K
|
11.2K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.11K- 20.2% |
$83.9K - $88.9K
|
8.32K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.3K- 12.36% |
$91.6K - $97K
|
16.3K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.31K- 18.46% |
$91.8K - $97.3K
|
10.2K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.44K- 12.93% |
$97K - $103K
|
16.4K
$692K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.5K- 8.57% |
$99.5K - $105K
|
26.7K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.24K- 3.8% |
$129K - $136K
|
81.9K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.36K- 19.07% |
$134K - $142K
|
14.2K
$601K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.56K- 6.39% |
$142K - $150K
|
52.1K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.91K- 6.59% |
$156K - $165K
|
55.4K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-3.94K- 11.61% |
$157K - $166K
|
30K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.24K- 16.03% |
$169K - $179K
|
22.2K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.24K- 34.12% |
$169K - $179K
|
8.19K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.27K- 6.19% |
$170K - $180K
|
64.6K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.29K- 7.85% |
$171K - $181K
|
50.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.39K- 75.09% |
$175K - $185K
|
1.46K
$61.5K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.43K- 13.43% |
$176K - $187K
|
28.5K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.69K- 5.49% |
$187K - $198K
|
80.7K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.72K- 3.08% |
$188K - $199K
|
148K
$6.26M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.84K- 10.48% |
$193K - $204K
|
41.4K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.32K- 9.71% |
$212K - $225K
|
49.5K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.55K- 3.48% |
$221K - $234K
|
154K
$6.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.62K- 4.11% |
$224K - $237K
|
131K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-6.42K- 17.96% |
$255K - $271K
|
29.3K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.56K- 1.84% |
$261K - $277K
|
350K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.78K- 3.13% |
$270K - $286K
|
210K
$8.85M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.01K- 23.08% |
$279K - $295K
|
23.3K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.03K- 28.38% |
$280K - $296K
|
17.7K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.04K- 34.87% |
$280K - $297K
|
13.2K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-7.58K- 16.82% |
$302K - $320K
|
37.5K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.81K- 33.07% |
$311K - $329K
|
15.8K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.11K- 19.97% |
$323K - $342K
|
32.5K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.69K- 94.85% |
$346K - $366K
|
472
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 5.07% |
$442K - $468K
|
208K
$8.77M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-11.2K- 60.96% |
$445K - $472K
|
7.17K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-12.7K- 97.32% |
$507K - $537K
|
350
$14.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.2K- 11.02% |
$524K - $555K
|
106K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 26.11% |
$572K - $606K
|
40.7K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-16.9K- 19.84% |
$673K - $713K
|
68.3K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17.5K- 23.04% |
$695K - $736K
|
58.3K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 11.13% |
$982K - $1.04M
|
197K
$8.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-25K- 37.13% |
$994K - $1.05M
|
42.3K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.8K- 12.24% |
$1.07M - $1.13M
|
192K
$8.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-31.6K- 44.17% |
$1.26M - $1.33M
|
40K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-43.8K- 54.2% |
$1.74M - $1.85M
|
37K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.9K- 11.88% |
$1.75M - $1.85M
|
326K
$13.7M
|