Purchases and Sales Made in Q1 2025 in Innovator ETF Tr Us Equity Acc (XBAP)
This table provides information about the institutional ownership of Innovator ETF Tr Us Equity Acc (XBAP) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETF TR US EQUITY ACC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.44MNew |
$48.3M - $50.2M
|
1.44M
$51.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.9KNew |
$2.02M - $2.09M
|
59.9K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
35.6KNew |
$1.2M - $1.25M
|
35.6K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.3K+ 46.23% |
$345K - $359K
|
32.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.59KNew |
$289K - $300K
|
8.59K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.73K+ 46.09% |
$260K - $270K
|
24.5K
$881K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.83KNew |
$196K - $204K
|
5.83K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.81KNew |
$196K - $203K
|
5.81K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.94K+ 6.14% |
$166K - $173K
|
85.3K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.82K+ 198.24% |
$94.7K - $98.4K
|
4.24K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.72K+ 14.31% |
$91.6K - $95.1K
|
21.8K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.2KNew |
$74.1K - $77K
|
2.2K
$79.2K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.92K+ 4.88% |
$64.5K - $67K
|
41.2K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
75+ 10.4% |
$2.52K - $2.62K
|
796
$28.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-85- 48.85% |
$2.86K - $2.97K
|
89
$3.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.18% |
$4.84K - $5.03K
|
12.1K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-214- 1.55% |
$7.2K - $7.48K
|
13.6K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-280- 4.06% |
$9.42K - $9.78K
|
6.62K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-500- 71.43% |
$16.8K - $17.5K
|
200
$7.19K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-500- 2.26% |
$16.8K - $17.5K
|
21.6K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-580- 1.33% |
$19.5K - $20.3K
|
42.9K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.21K- 10.09% |
$40.8K - $42.4K
|
10.8K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.32K- 20.31% |
$44.4K - $46.1K
|
5.18K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 12.77% |
$45.5K - $47.3K
|
9.25K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-1.39K- 0.39% |
$46.7K - $48.6K
|
358K
$12.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.49K- 12.0% |
$50.1K - $52.1K
|
10.9K
$393K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 9.99% |
$53.8K - $55.9K
|
14.4K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.64K- 9.28% |
$55.2K - $57.3K
|
16K
$577K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.67K- 3.65% |
$56K - $58.2K
|
43.9K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.83K- 21.27% |
$61.4K - $63.8K
|
6.76K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.96K- 73.77% |
$99.5K - $103K
|
1.05K
$37.8K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.98K- 0.94% |
$100K - $104K
|
315K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-3.27K- 11.8% |
$110K - $114K
|
24.4K
$878K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.77K- 9.59% |
$127K - $132K
|
35.5K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.66K- 79.5% |
$157K - $163K
|
1.2K
$43.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-15.6K- 7.76% |
$523K - $544K
|
185K
$6.66M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.1K- 87.86% |
$609K - $632K
|
2.5K
$89.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.5K- 8.38% |
$1.2M - $1.24M
|
389K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.1K- 66.1% |
$1.42M - $1.47M
|
21.6K
$776K
|