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 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-2.01K- 19.99% |
$74.8K - $85K
|
8.06K
$353K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.11K- 10.24% |
$78.5K - $89.2K
|
18.5K
$811K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.29K- 6.88% |
$85K - $96.5K
|
30.9K
$1.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.42K- 34.23% |
$89.9K - $102K
|
4.64K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.5K- 3.75% |
$93K - $106K
|
64.1K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.51K- 4.61% |
$93.3K - $106K
|
52K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.8K- 9.08% |
$104K - $118K
|
28K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.24K- 8.86% |
$120K - $137K
|
33.3K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.87K- 2.96% |
$144K - $164K
|
127K
$5.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.07K- 35.87% |
$151K - $172K
|
7.27K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.14K- 0.7% |
$191K - $217K
|
731K
$32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.56K- 8.56% |
$207K - $235K
|
59.4K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.82K- 31.61% |
$216K - $246K
|
12.6K
$551K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-7.34K- 10.86% |
$273K - $310K
|
60.3K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-7.97K- 22.06% |
$296K - $336K
|
28.2K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.98K- 13.25% |
$371K - $421K
|
65.3K
$2.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 37.48% |
$412K - $468K
|
18.5K
$809K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 35.26% |
$465K - $528K
|
23K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-12.8K- 68.74% |
$476K - $540K
|
5.82K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.7K- 17.32% |
$695K - $789K
|
89.3K
$3.91M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.3K- 12.3% |
$719K - $816K
|
138K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 64.64% |
$743K - $843K
|
10.9K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41.4K- 53.54% |
$1.54M - $1.75M
|
35.9K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-47.5K- 2.77% |
$1.77M - $2.01M
|
1.67M
$73M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 32.89% |
$8.03M - $9.12M
|
440K
$19.3M
|