Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
662K+ 360.08% |
$24.6M - $28M
|
846K
$37.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
251K+ 57.03% |
$9.34M - $10.6M
|
692K
$30.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
170K+ 14.03% |
$6.34M - $7.2M
|
1.39M
$60.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
63.8KNew |
$2.37M - $2.69M
|
63.8K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.6K+ 294.0% |
$1.96M - $2.22M
|
70.6K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.4K+ 169.19% |
$1.84M - $2.09M
|
78.7K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
45.7KNew |
$1.7M - $1.93M
|
45.7K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
38.3K+ 259.05% |
$1.42M - $1.62M
|
53.1K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
33.3K+ 648.87% |
$1.24M - $1.41M
|
38.4K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26K+ 10.53% |
$965K - $1.1M
|
272K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.5K+ 152.0% |
$947K - $1.08M
|
42.2K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.4K+ 11.48% |
$795K - $903K
|
208K
$9.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.6K+ 83.52% |
$728K - $827K
|
43K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
19.1KNew |
$711K - $807K
|
19.1K
$837K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.9K+ 248.8% |
$518K - $589K
|
19.6K
$856K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 152.03% |
$515K - $585K
|
23K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
12.3KNew |
$458K - $520K
|
12.3K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 7.2% |
$428K - $486K
|
171K
$7.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.5KNew |
$426K - $484K
|
11.5K
$502K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11K+ 8.35% |
$408K - $464K
|
142K
$6.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 2.94% |
$405K - $460K
|
381K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.32K+ 3.23% |
$346K - $393K
|
297K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.18K+ 86.21% |
$304K - $346K
|
17.7K
$774K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7.83K+ 22.91% |
$291K - $331K
|
42K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7.48K+ 13.31% |
$278K - $316K
|
63.6K
$2.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.44K+ 68.2% |
$239K - $272K
|
15.9K
$695K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.42KNew |
$239K - $271K
|
6.42K
$281K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.37K+ 135.43% |
$237K - $269K
|
11.1K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.67K+ 2.01% |
$211K - $239K
|
288K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.89KNew |
$182K - $206K
|
4.89K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.54K+ 15.09% |
$169K - $192K
|
34.7K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.54K+ 47.36% |
$169K - $192K
|
14.1K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.29K+ 3.44% |
$160K - $181K
|
129K
$5.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.39K+ 10.4% |
$126K - $143K
|
36K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.44K+ 2.26% |
$90.5K - $103K
|
110K
$4.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.39K+ 6.69% |
$89K - $101K
|
38.2K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 7.07% |
$81.8K - $92.9K
|
33.3K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.11KNew |
$78.3K - $88.9K
|
2.11K
$92.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.87K+ 7.14% |
$69.5K - $79K
|
28K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.83KNew |
$67.9K - $77.1K
|
1.83K
$79.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.63K+ 2.88% |
$60.4K - $68.6K
|
58K
$2.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.6K+ 31.37% |
$59.5K - $67.6K
|
6.7K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 208.17% |
$56.8K - $64.5K
|
2.26K
$99.1K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.25K+ 9.66% |
$46.4K - $52.7K
|
14.2K
$621K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.2K+ 3.59% |
$44.6K - $50.7K
|
34.7K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.16K+ 7.78% |
$43.1K - $49K
|
16.1K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
901+ 1.52% |
$33.5K - $38K
|
60K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
901+ 210.51% |
$33.5K - $38K
|
1.33K
$58.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
874+ 7.31% |
$32.5K - $36.9K
|
12.8K
$562K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.27% |
$27K - $30.6K
|
17.7K
$776K
|