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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.66K+ 2.47% |
$138K - $160K
|
152K
$6.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.64K+ 46.87% |
$137K - $159K
|
11.4K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.11K+ 163.31% |
$117K - $136K
|
5.02K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.97K+ 24.91% |
$112K - $130K
|
14.9K
$674K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.97K+ 15.83% |
$112K - $130K
|
21.7K
$984K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
2.93K+ 13.87% |
$110K - $128K
|
24K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9K+ 8.66% |
$109K - $127K
|
36.4K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58K+ 10.95% |
$97.2K - $113K
|
26.2K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 1.41% |
$79.5K - $92.5K
|
152K
$6.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.09K+ 3.58% |
$78.5K - $91.4K
|
60.4K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.01K+ 1.33% |
$75.8K - $88.3K
|
153K
$6.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.58KNew |
$59.5K - $69.2K
|
1.58K
$71.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 0.95% |
$53.2K - $62K
|
151K
$6.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 23.98% |
$50.8K - $59.2K
|
6.98K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 3.92% |
$44.9K - $52.2K
|
31.6K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 21.79% |
$44.4K - $51.7K
|
6.6K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.14K+ 10.53% |
$43.1K - $50.2K
|
12K
$544K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08K+ 3.12% |
$40.7K - $47.4K
|
35.7K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 2.55% |
$39K - $45.4K
|
41.7K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
769+ 13.9% |
$29K - $33.7K
|
6.3K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
686+ 1.66% |
$25.8K - $30.1K
|
42.1K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590New |
$22.2K - $25.9K
|
590
$26.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
555+ 4.57% |
$20.9K - $24.3K
|
12.7K
$575K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
411+ 0.12% |
$15.5K - $18K
|
351K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
350+ 4.62% |
$13.2K - $15.3K
|
7.92K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
343+ 1.14% |
$12.9K - $15K
|
30.3K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
339+ 1.85% |
$12.8K - $14.9K
|
18.6K
$844K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
332+ 222.82% |
$12.5K - $14.6K
|
481
$21.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
281+ 1.98% |
$10.6K - $12.3K
|
14.5K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
170+ 3.17% |
$6.4K - $7.45K
|
5.53K
$250K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
162New |
$6.1K - $7.1K
|
162
$7.34K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
112+ 1.55% |
$4.22K - $4.91K
|
7.36K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
97+ 0.66% |
$3.65K - $4.25K
|
14.7K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
70+ 0.43% |
$2.64K - $3.07K
|
16.4K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
49+ 0.05% |
$1.85K - $2.15K
|
93.4K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$1.85K - $2.15K
|
49
$2.22K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
20+ 0.11% |
$753 - $877
|
18.6K
$843K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.02% |
$377 - $439
|
43.2K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-20- 0.12% |
$753 - $877
|
16.4K
$743K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-30- 0.44% |
$1.13K - $1.32K
|
6.76K
$306K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-56- 0.32% |
$2.11K - $2.46K
|
17.7K
$801K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.67% |
$2.11K - $2.46K
|
8.29K
$376K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-57- 0.89% |
$2.15K - $2.5K
|
6.37K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-61- 0.19% |
$2.3K - $2.67K
|
32.5K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-118- 0.92% |
$4.44K - $5.17K
|
12.8K
$578K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-126- 0.87% |
$4.75K - $5.53K
|
14.4K
$653K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-162- 1.2% |
$6.1K - $7.1K
|
13.4K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-178- 2.33% |
$6.7K - $7.81K
|
7.47K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-187- 1.07% |
$7.04K - $8.2K
|
17.3K
$785K
|