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 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 18.96% |
$46.6K - $48.9K
|
5.44K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.29K- 11.77% |
$47.1K - $49.4K
|
9.65K
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.35K- 2.42% |
$49.4K - $51.8K
|
54.5K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 14.52% |
$49.4K - $51.8K
|
7.95K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.35K- 10.53% |
$49.4K - $51.8K
|
11.5K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 6.4% |
$52.2K - $54.8K
|
20.9K
$814K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.44K- 4.5% |
$52.7K - $55.3K
|
30.6K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 1.57% |
$57.4K - $60.2K
|
98.5K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 0.89% |
$65.3K - $68.5K
|
200K
$7.78M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.84K- 3.77% |
$67.4K - $70.7K
|
47.1K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.84K- 5.31% |
$67.4K - $70.7K
|
32.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2K- 12.83% |
$73.1K - $76.7K
|
13.6K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.15K- 16.14% |
$78.6K - $82.5K
|
11.2K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.34K- 2.46% |
$85.6K - $89.8K
|
92.9K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 0.81% |
$93K - $97.6K
|
314K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.81K- 14.36% |
$103K - $108K
|
16.8K
$653K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.86K- 17.8% |
$105K - $110K
|
13.2K
$515K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3K- 59.01% |
$110K - $115K
|
2.08K
$81.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.3K- 9.2% |
$121K - $127K
|
32.6K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.33K- 8.97% |
$122K - $128K
|
33.8K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.46K- 8.49% |
$126K - $133K
|
37.3K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.86K- 12.15% |
$141K - $148K
|
27.9K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.22K- 31.96% |
$154K - $162K
|
8.97K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.39K- 14.35% |
$160K - $168K
|
26.2K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.71K- 9.43% |
$172K - $181K
|
45.3K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.01K- 12.12% |
$183K - $192K
|
36.3K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 13.25% |
$208K - $218K
|
37.3K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.31K- 26.05% |
$231K - $242K
|
17.9K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.39K- 33.02% |
$234K - $245K
|
13K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.78K- 27.67% |
$248K - $260K
|
17.7K
$690K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.13K- 34.4% |
$261K - $273K
|
13.6K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.33K- 14.53% |
$268K - $281K
|
43.1K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-8.19K- 14.81% |
$299K - $314K
|
47.1K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.6K- 44.06% |
$424K - $445K
|
14.7K
$574K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-12.5K- 4.18% |
$458K - $480K
|
287K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.1K- 4.05% |
$478K - $501K
|
310K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.3K- 3.42% |
$486K - $510K
|
375K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.8K- 6.88% |
$506K - $530K
|
187K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-19K- 53.94% |
$695K - $729K
|
16.2K
$633K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-19.9K- 15.58% |
$729K - $765K
|
108K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21.6K- 24.05% |
$788K - $827K
|
68.1K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-27.5K- 20.02% |
$1.01M - $1.05M
|
110K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.8K- 27.68% |
$1.05M - $1.1M
|
75.2K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.5K- 6.95% |
$1.08M - $1.13M
|
394K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34K- 21.27% |
$1.24M - $1.3M
|
126K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-38K- 58.21% |
$1.39M - $1.46M
|
27.3K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-40.1K- 62.32% |
$1.47M - $1.54M
|
24.3K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40.7K- 31.79% |
$1.49M - $1.56M
|
87.3K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60.5K- 44.3% |
$2.21M - $2.32M
|
76.1K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.7K- 33.54% |
$2.4M - $2.52M
|
130K
$5.07M
|