Purchases and Sales Made in Q3 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 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
|
- |
735K+ 360.75% |
$29.3M - $30.3M
|
939K
$38.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
12.1K+ 1.95% |
$483K - $500K
|
636K
$26M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.55KNew |
$340K - $352K
|
8.55K
$350K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.61K+ 29.01% |
$144K - $149K
|
16.1K
$658K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.78K+ 1.37% |
$111K - $115K
|
205K
$8.41M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.82KNew |
$72.3K - $74.8K
|
1.82K
$74.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.31K+ 0.84% |
$52K - $53.8K
|
156K
$6.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 5.53% |
$49.7K - $51.4K
|
23.8K
$977K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 7.2% |
$43.8K - $45.3K
|
16.4K
$671K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
616+ 31.59% |
$24.5K - $25.3K
|
2.57K
$105K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
358+ 4.7% |
$14.2K - $14.7K
|
7.98K
$327K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
336+ 1.87% |
$13.4K - $13.8K
|
18.4K
$752K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-9- 0.98% |
$358 - $370
|
911
$37.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.08% |
$796 - $823
|
24.2K
$992K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-55- 0.47% |
$2.19K - $2.26K
|
11.5K
$473K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-60- 1.06% |
$2.39K - $2.47K
|
5.61K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-108- 0.24% |
$4.3K - $4.44K
|
44.9K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-163- 0.99% |
$6.49K - $6.71K
|
16.3K
$667K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-233- 1.01% |
$9.27K - $9.59K
|
22.8K
$935K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-250- 0.39% |
$9.95K - $10.3K
|
63.3K
$2.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-387- 0.65% |
$15.4K - $15.9K
|
58.8K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-400- 3.73% |
$15.9K - $16.5K
|
10.3K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-737- 2.37% |
$29.3K - $30.3K
|
30.4K
$1.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-933- 5.11% |
$37.1K - $38.4K
|
17.3K
$710K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.08K- 0.94% |
$43K - $44.5K
|
114K
$4.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.11K- 3.89% |
$44.3K - $45.8K
|
27.5K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 19.51% |
$48.3K - $50K
|
5.01K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.5K- 6.06% |
$59.7K - $61.7K
|
23.3K
$953K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.61K- 8.19% |
$63.9K - $66.1K
|
18K
$738K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.82K- 9.36% |
$72.3K - $74.8K
|
17.6K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.12K- 1.53% |
$84.4K - $87.3K
|
137K
$5.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.43K- 6.79% |
$96.6K - $100K
|
33.4K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.56K- 83.8% |
$102K - $105K
|
495
$20.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.35K- 20.43% |
$133K - $138K
|
13K
$535K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.09K- 4.34% |
$163K - $168K
|
90.1K
$3.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-8.06K- 2.6% |
$321K - $332K
|
303K
$12.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-92.9K- 5.56% |
$3.69M - $3.82M
|
1.58M
$64.6M
|