Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
716K+ 876.31% |
$31.4M - $32.7M
|
797K
$36.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
63.5KNew |
$2.78M - $2.9M
|
63.5K
$2.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38.2KNew |
$1.67M - $1.74M
|
38.2K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.7K+ 377.95% |
$1.65M - $1.72M
|
47.7K
$2.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
29.7K+ 138.4% |
$1.3M - $1.35M
|
51.1K
$2.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
24K+ 193.34% |
$1.05M - $1.1M
|
36.4K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
23.6K+ 38.35% |
$1.04M - $1.08M
|
85.3K
$3.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.5K+ 32.31% |
$855K - $891K
|
79.9K
$3.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
13.2K+ 19.3% |
$578K - $601K
|
81.5K
$3.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.2K+ 23.26% |
$448K - $467K
|
54.2K
$2.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
10.2K+ 161.38% |
$446K - $464K
|
16.5K
$746K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
9.89KNew |
$433K - $451K
|
9.89K
$448K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.17K+ 7.72% |
$402K - $419K
|
128K
$5.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.08K+ 15.65% |
$223K - $232K
|
37.5K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.01K+ 18.6% |
$220K - $229K
|
32K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.9K+ 18.26% |
$215K - $223K
|
31.7K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.9K+ 90.36% |
$215K - $223K
|
10.3K
$467K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.65K+ 31.84% |
$160K - $167K
|
15.1K
$685K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.27K+ 11.82% |
$143K - $149K
|
31K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.85K+ 4.83% |
$125K - $130K
|
61.9K
$2.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.76K+ 7.71% |
$121K - $126K
|
38.5K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.19K+ 4.58% |
$96K - $100K
|
50K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.15K+ 1.12% |
$94.2K - $98.1K
|
193K
$8.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.26K+ 22.25% |
$55.3K - $57.6K
|
6.93K
$314K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.21K+ 9.04% |
$53K - $55.2K
|
14.6K
$660K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 0.76% |
$50.8K - $52.9K
|
153K
$6.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.14K+ 4.3% |
$49.8K - $51.9K
|
27.6K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.12K+ 14.64% |
$48.9K - $50.9K
|
8.74K
$396K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.02K+ 4.68% |
$44.5K - $46.4K
|
22.7K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
914+ 18.22% |
$40.1K - $41.7K
|
5.93K
$269K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
844+ 6.11% |
$37K - $38.5K
|
14.7K
$664K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
813+ 7.43% |
$35.6K - $37.1K
|
11.7K
$532K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
704+ 1.71% |
$30.9K - $32.1K
|
41.8K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
601+ 124.95% |
$26.3K - $27.4K
|
1.08K
$49K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
578+ 36.61% |
$25.3K - $26.4K
|
2.16K
$97.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
561+ 2.75% |
$24.6K - $25.6K
|
21K
$951K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
550+ 4.83% |
$24.1K - $25.1K
|
11.9K
$541K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
526+ 3.64% |
$23.1K - $24K
|
15K
$679K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
354New |
$15.5K - $16.2K
|
354
$16K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
248New |
$10.9K - $11.3K
|
248
$11.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
72+ 0.22% |
$3.16K - $3.29K
|
32.4K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.01% |
$43.8 - $45.6
|
19.3K
$876K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 0.01% |
$877 - $913
|
191K
$8.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-36- 0.01% |
$1.58K - $1.64K
|
254K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-70- 0.55% |
$3.07K - $3.19K
|
12.5K
$568K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-91- 0.2% |
$3.99K - $4.15K
|
46.4K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-95- 0.54% |
$4.16K - $4.34K
|
17.6K
$797K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-158- 1.08% |
$6.93K - $7.21K
|
14.4K
$654K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-526- 2.01% |
$23.1K - $24K
|
25.7K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-595- 9.94% |
$26.1K - $27.2K
|
5.39K
$244K
|