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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 7.81% |
$107K - $113K
|
40.5K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.74K+ 1.82% |
$100K - $105K
|
153K
$5.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
423+ 7.48% |
$15.5K - $16.2K
|
6.08K
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-295- 0.66% |
$10.8K - $11.3K
|
44.7K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-502- 0.68% |
$18.4K - $19.3K
|
73.2K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.11K- 3.9% |
$40.4K - $42.4K
|
27.3K
$982K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.35K- 2.42% |
$49.4K - $51.8K
|
54.5K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.35K- 10.53% |
$49.4K - $51.8K
|
11.5K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 6.4% |
$52.2K - $54.8K
|
20.9K
$752K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3K- 59.01% |
$110K - $115K
|
2.08K
$75.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.33K- 8.97% |
$122K - $128K
|
33.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.46K- 8.49% |
$126K - $133K
|
37.3K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.86K- 12.15% |
$141K - $148K
|
27.9K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.39K- 14.35% |
$160K - $168K
|
26.2K
$943K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-8.19K- 14.81% |
$299K - $314K
|
47.1K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12.5K- 4.18% |
$458K - $480K
|
287K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-27.5K- 20.02% |
$1.01M - $1.05M
|
110K
$3.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.8K- 27.68% |
$1.05M - $1.1M
|
75.2K
$2.71M
|