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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-229- 0.41% |
$8.62K - $10K
|
55.2K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-259- 2.37% |
$9.75K - $11.4K
|
10.7K
$483K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-268- 1.88% |
$10.1K - $11.8K
|
14K
$633K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-285- 2.41% |
$10.7K - $12.5K
|
11.6K
$524K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-300- 5.26% |
$11.3K - $13.2K
|
5.4K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-370- 3.27% |
$13.9K - $16.2K
|
10.9K
$495K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-421- 1.12% |
$15.9K - $18.5K
|
37.1K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-439- 1.06% |
$16.5K - $19.3K
|
40.8K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-448- 0.52% |
$16.9K - $19.6K
|
85.3K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-500- 3.4% |
$18.8K - $21.9K
|
14.2K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-503- 8.49% |
$18.9K - $22.1K
|
5.42K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-504- 0.9% |
$19K - $22.1K
|
55.3K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-521- 95.25% |
$19.6K - $22.8K
|
26
$1.18K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-610- 1.44% |
$23K - $26.7K
|
41.7K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-693- 7.25% |
$26.1K - $30.4K
|
8.87K
$402K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-721- 2.77% |
$27.2K - $31.6K
|
25.3K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-790- 2.77% |
$29.8K - $34.6K
|
27.8K
$1.26M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-901- 7.28% |
$33.9K - $39.5K
|
11.5K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.22% |
$50.9K - $59.2K
|
59.6K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.42K- 17.35% |
$53.5K - $62.3K
|
6.77K
$307K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.54K- 5.39% |
$57.8K - $67.3K
|
26.9K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 2.68% |
$60.1K - $70K
|
58K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.63K- 3.3% |
$61.5K - $71.7K
|
47.8K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.65K- 26.6% |
$62.1K - $72.3K
|
4.55K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.72K- 18.41% |
$64.8K - $75.4K
|
7.62K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 0.75% |
$70K - $81.6K
|
246K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 12.66% |
$75.4K - $87.7K
|
13.8K
$626K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.17K- 7.25% |
$81.6K - $95K
|
27.7K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-2.22K- 14.94% |
$83.5K - $97.2K
|
12.6K
$572K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.26K- 18.04% |
$85K - $98.9K
|
10.2K
$464K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-2.31K- 1.33% |
$87K - $101K
|
172K
$7.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.35K- 2.93% |
$88.4K - $103K
|
77.8K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.48K- 8.47% |
$93.4K - $109K
|
26.8K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.55K- 8.44% |
$96K - $112K
|
27.6K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.71K- 7.47% |
$102K - $119K
|
33.6K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.82K- 22.11% |
$106K - $123K
|
9.92K
$449K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.91K- 1.5% |
$110K - $128K
|
191K
$8.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.01K- 4.66% |
$113K - $132K
|
61.6K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.15K- 2.36% |
$119K - $138K
|
131K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.27K- 8.51% |
$123K - $143K
|
35.1K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.6K- 16.24% |
$136K - $158K
|
18.6K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.63K- 26.85% |
$137K - $159K
|
9.89K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.41K- 47.34% |
$241K - $281K
|
7.12K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.51K- 14.09% |
$245K - $285K
|
39.7K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6.89K- 35.69% |
$259K - $302K
|
12.4K
$563K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.04K- 5.43% |
$265K - $309K
|
123K
$5.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.78K- 15.84% |
$293K - $341K
|
41.4K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.23K- 24.84% |
$310K - $361K
|
24.9K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.28K- 20.35% |
$312K - $363K
|
32.4K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.23K- 4.69% |
$348K - $405K
|
188K
$8.5M
|