Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22M+ 274.26% |
$42.2M - $48.7M
|
1.67M
$67.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
602K+ 2852.12% |
$20.8M - $24M
|
624K
$25.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
293K+ 389.97% |
$10.1M - $11.7M
|
369K
$14.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
199K+ 15.39% |
$6.87M - $7.92M
|
1.49M
$60.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 93.36% |
$4.19M - $4.83M
|
252K
$10.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
41.4KNew |
$1.43M - $1.64M
|
41.4K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.1K+ 74.56% |
$1.21M - $1.4M
|
82.2K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
28.9K+ 139.32% |
$995K - $1.15M
|
49.6K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.3KNew |
$838K - $966K
|
24.3K
$980K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.3KNew |
$527K - $607K
|
15.3K
$616K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 19.8% |
$519K - $599K
|
91.1K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 6.7% |
$461K - $532K
|
213K
$8.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.1K+ 25.73% |
$418K - $482K
|
59.2K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8KNew |
$372K - $429K
|
10.8K
$435K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$370K - $426K
|
10.7K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 32.38% |
$364K - $419K
|
43.1K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.95K+ 89.07% |
$343K - $395K
|
21.1K
$852K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
9.92KNew |
$342K - $394K
|
9.92K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.06K+ 16.62% |
$312K - $360K
|
63.5K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.36K+ 4.92% |
$288K - $332K
|
178K
$7.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.93KNew |
$273K - $315K
|
7.93K
$320K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.9KNew |
$272K - $314K
|
7.9K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.93K+ 77.78% |
$239K - $275K
|
15.8K
$639K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
6.3K+ 55.5% |
$217K - $250K
|
17.7K
$712K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.83K+ 42.94% |
$201K - $232K
|
19.4K
$783K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.68KNew |
$196K - $226K
|
5.68K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.67KNew |
$196K - $226K
|
5.67K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.44K+ 31.69% |
$187K - $216K
|
22.6K
$911K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.97K+ 4.53% |
$171K - $198K
|
115K
$4.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.62K+ 27.45% |
$159K - $184K
|
21.5K
$866K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.22K+ 11.54% |
$111K - $128K
|
31.1K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.18K+ 24.08% |
$110K - $127K
|
16.4K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.83K+ 29.36% |
$97.5K - $112K
|
12.5K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 29.19% |
$96.7K - $112K
|
12.4K
$501K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.51K+ 3.43% |
$86.6K - $99.9K
|
75.7K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.85K+ 23.87% |
$63.8K - $73.6K
|
9.6K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.69K+ 9.41% |
$58.2K - $67.1K
|
19.6K
$791K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.45KNew |
$50K - $57.7K
|
1.45K
$58.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.35K+ 4.95% |
$46.5K - $53.7K
|
28.6K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
954+ 1.9% |
$32.9K - $37.9K
|
51.1K
$2.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
924+ 8.29% |
$31.9K - $36.7K
|
12.1K
$487K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
888+ 4.25% |
$30.6K - $35.3K
|
21.8K
$878K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
661+ 2.73% |
$22.8K - $26.3K
|
24.9K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
551+ 0.4% |
$19K - $21.9K
|
139K
$5.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
521+ 3.27% |
$18K - $20.7K
|
16.5K
$663K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
512+ 155.15% |
$17.7K - $20.4K
|
842
$34K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
501New |
$17.3K - $19.9K
|
501
$20.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
357+ 22.41% |
$12.3K - $14.2K
|
1.95K
$78.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
308+ 0.69% |
$10.6K - $12.2K
|
45K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
275+ 4.11% |
$9.48K - $10.9K
|
6.96K
$281K
|