Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) during Q1 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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 131.03% |
$3.7M - $3.88M
|
178K
$6.95M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61K+ 125.58% |
$2.23M - $2.34M
|
110K
$4.27M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
44.8K+ 3.59% |
$1.64M - $1.72M
|
1.29M
$50.5M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 3.77% |
$593K - $622K
|
446K
$17.4M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$508K - $533K
|
13.9K
$542K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.8KNew |
$504K - $529K
|
13.8K
$538K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8KNew |
$468K - $491K
|
12.8K
$499K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.78KNew |
$358K - $375K
|
9.78K
$381K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65KNew |
$353K - $370K
|
9.65K
$376K
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
8.98KNew |
$328K - $344K
|
8.98K
$350K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.15KNew |
$261K - $274K
|
7.15K
$279K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.54K+ 2.96% |
$166K - $174K
|
158K
$6.15M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 7.81% |
$107K - $113K
|
40.5K
$1.58M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.74K+ 1.82% |
$100K - $105K
|
153K
$5.97M
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2KNew |
$73.1K - $76.7K
|
2K
$78K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66K+ 15.17% |
$60.8K - $63.8K
|
12.6K
$492K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.63KNew |
$59.6K - $62.5K
|
1.63K
$63.5K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.24KNew |
$45.2K - $47.4K
|
1.24K
$48.1K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
835+ 9.52% |
$30.5K - $32K
|
9.61K
$375K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
669+ 1.83% |
$24.5K - $25.7K
|
37.3K
$1.45M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
423+ 7.48% |
$15.5K - $16.2K
|
6.08K
$237K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
221+ 2.35% |
$8.08K - $8.48K
|
9.63K
$375K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
138New |
$5.05K - $5.29K
|
138
$5.38K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
125New |
$4.57K - $4.79K
|
125
$4.87K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
120+ 0.82% |
$4.39K - $4.6K
|
14.7K
$574K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.33% |
$877 - $920
|
7.36K
$287K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.01% |
$73.1 - $76.7
|
22.9K
$894K
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6- 0.04% |
$219 - $230
|
15.9K
$621K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 6.3% |
$1.1K - $1.15K
|
446
$17.4K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-41- 0.25% |
$1.5K - $1.57K
|
16.5K
$642K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 0.22% |
$3.66K - $3.84K
|
46.1K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-204- 1.35% |
$7.46K - $7.82K
|
14.9K
$582K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-224- 1.84% |
$8.19K - $8.59K
|
11.9K
$466K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-240- 0.51% |
$8.77K - $9.2K
|
47.1K
$1.84M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-261- 2.24% |
$9.54K - $10K
|
11.4K
$445K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-295- 0.66% |
$10.8K - $11.3K
|
44.7K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-329- 2.49% |
$12K - $12.6K
|
12.9K
$502K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-406- 3.52% |
$14.8K - $15.6K
|
11.1K
$434K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-502- 0.68% |
$18.4K - $19.3K
|
73.2K
$2.85M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-529- 2.14% |
$19.3K - $20.3K
|
24.2K
$945K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-579- 10.97% |
$21.2K - $22.2K
|
4.7K
$183K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-590- 3.38% |
$21.6K - $22.6K
|
16.8K
$657K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-659- 0.63% |
$24.1K - $25.3K
|
104K
$4.05M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-687- 0.4% |
$25.1K - $26.3K
|
170K
$6.63M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-722- 4.7% |
$26.4K - $27.7K
|
14.6K
$570K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1K- 1.96% |
$36.6K - $38.4K
|
50.1K
$1.95M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.11K- 3.9% |
$40.4K - $42.4K
|
27.3K
$1.06M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 0.27% |
$43.4K - $45.6K
|
439K
$17.1M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.23K- 0.6% |
$44.8K - $47K
|
204K
$7.97M
|