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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
717+ 1.33% |
$26.7K - $30.3K
|
54.8K
$2.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
694+ 13.39% |
$25.8K - $29.3K
|
5.88K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
605+ 1210.0% |
$22.5K - $25.5K
|
655
$28.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
573+ 0.53% |
$21.3K - $24.2K
|
108K
$4.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
556New |
$20.7K - $23.5K
|
556
$24.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
500New |
$18.6K - $21.1K
|
500
$21.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
498+ 0.56% |
$18.5K - $21K
|
89.5K
$3.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
451+ 3.67% |
$16.8K - $19K
|
12.7K
$558K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
381+ 14.55% |
$14.2K - $16.1K
|
3K
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313New |
$11.6K - $13.2K
|
313
$13.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$11.2K - $12.7K
|
300
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
248+ 0.52% |
$9.22K - $10.5K
|
47.9K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
243+ 4.77% |
$9.03K - $10.3K
|
5.34K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
239+ 1.89% |
$8.89K - $10.1K
|
12.9K
$565K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
219+ 308.45% |
$8.14K - $9.25K
|
290
$12.7K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
120+ 0.22% |
$4.46K - $5.07K
|
55.4K
$2.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
100+ 1.64% |
$3.72K - $4.22K
|
6.21K
$272K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
42+ 0.19% |
$1.56K - $1.77K
|
22.3K
$977K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6- 0.04% |
$223 - $253
|
14K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-8- 0.06% |
$297 - $338
|
13.8K
$604K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-19- 0.06% |
$706 - $802
|
31.3K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 0.29% |
$818 - $929
|
7.65K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-29- 0.3% |
$1.08K - $1.22K
|
9.57K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-49Closed |
$1.82K - $2.07K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-68- 0.15% |
$2.53K - $2.87K
|
44.5K
$1.95M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.31% |
$3.72K - $4.22K
|
7.56K
$331K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.2% |
$3.72K - $4.22K
|
50.8K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-149- 0.18% |
$5.54K - $6.29K
|
83.7K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-150- 0.33% |
$5.58K - $6.33K
|
45.1K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-175- 1.94% |
$6.51K - $7.39K
|
8.85K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-264- 0.8% |
$9.82K - $11.1K
|
32.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-271- 1.02% |
$10.1K - $11.4K
|
26.4K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-300- 0.79% |
$11.2K - $12.7K
|
37.9K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-315- 0.53% |
$11.7K - $13.3K
|
59.4K
$2.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-415- 2.37% |
$15.4K - $17.5K
|
17.1K
$748K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-425- 7.49% |
$15.8K - $17.9K
|
5.25K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-644- 2.25% |
$23.9K - $27.2K
|
28K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-685- 0.76% |
$25.5K - $28.9K
|
89.9K
$3.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-755- 7.44% |
$28.1K - $31.9K
|
9.4K
$411K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-795- 6.99% |
$29.6K - $33.6K
|
10.6K
$463K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-900- 4.38% |
$33.5K - $38K
|
19.6K
$860K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-918- 7.62% |
$34.1K - $38.8K
|
11.1K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1K- 15.87% |
$37.2K - $42.2K
|
5.3K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.54% |
$38.9K - $44.1K
|
40.1K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.12K- 11.65% |
$41.6K - $47.3K
|
8.48K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 13.51% |
$44.6K - $50.7K
|
7.69K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 2.77% |
$53.5K - $60.8K
|
50.5K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.7K- 13.71% |
$63.3K - $71.9K
|
10.7K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.89K- 26.01% |
$70.1K - $79.6K
|
5.36K
$235K
|