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 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.2K- 60.21% |
$460K - $536K
|
8.08K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14.2K- 76.07% |
$534K - $622K
|
4.46K
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.4K- 11.28% |
$654K - $761K
|
137K
$6.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-19.5K- 48.89% |
$736K - $857K
|
20.4K
$926K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.5K- 23.09% |
$923K - $1.08M
|
81.7K
$3.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-24.8K- 30.74% |
$934K - $1.09M
|
55.9K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-29.2K- 97.03% |
$1.1M - $1.28M
|
893
$40.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-39.1K- 52.75% |
$1.47M - $1.71M
|
35K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-60.4K- 89.81% |
$2.27M - $2.65M
|
6.86K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-74.5K- 86.22% |
$2.81M - $3.27M
|
11.9K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-80.3K- 2.33% |
$3.02M - $3.52M
|
3.37M
$153M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.7K- 23.64% |
$3.49M - $4.06M
|
299K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.2K- 19.64% |
$3.51M - $4.09M
|
381K
$17.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-126K- 88.08% |
$4.74M - $5.52M
|
17K
$771K
|