Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
462K+ 329.41% |
$17.4M - $20.3M
|
602K
$26.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.4K+ 46.05% |
$1.33M - $1.55M
|
112K
$4.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6K+ 4.79% |
$1.04M - $1.21M
|
603K
$26.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.4K+ 111.72% |
$581K - $676K
|
29.2K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15KNew |
$566K - $659K
|
15K
$658K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.09K+ 3.58% |
$78.5K - $91.4K
|
60.4K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.01K+ 1.33% |
$75.8K - $88.3K
|
153K
$6.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.58KNew |
$59.5K - $69.2K
|
1.58K
$69.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 0.95% |
$53.2K - $62K
|
151K
$6.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.14K+ 10.53% |
$43.1K - $50.2K
|
12K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
343+ 1.14% |
$12.9K - $15K
|
30.3K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
112+ 1.55% |
$4.22K - $4.91K
|
7.36K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-20- 0.12% |
$753 - $877
|
16.4K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-30- 0.44% |
$1.13K - $1.32K
|
6.76K
$296K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-61- 0.19% |
$2.3K - $2.67K
|
32.5K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-162- 1.2% |
$6.1K - $7.1K
|
13.4K
$586K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-259- 2.37% |
$9.75K - $11.4K
|
10.7K
$467K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-370- 3.27% |
$13.9K - $16.2K
|
10.9K
$479K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-901- 7.28% |
$33.9K - $39.5K
|
11.5K
$503K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.54K- 5.39% |
$57.8K - $67.3K
|
26.9K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.63K- 3.3% |
$61.5K - $71.7K
|
47.8K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.72K- 18.41% |
$64.8K - $75.4K
|
7.62K
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 12.66% |
$75.4K - $87.7K
|
13.8K
$605K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-2.22K- 14.94% |
$83.5K - $97.2K
|
12.6K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.35K- 2.93% |
$88.4K - $103K
|
77.8K
$3.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.48K- 8.47% |
$93.4K - $109K
|
26.8K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.91K- 1.5% |
$110K - $128K
|
191K
$8.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.01K- 4.66% |
$113K - $132K
|
61.6K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.63K- 26.85% |
$137K - $159K
|
9.89K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14.2K- 76.07% |
$534K - $622K
|
4.46K
$195K
|