Purchases and Sales Made in Q3 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q3 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
844KNew |
$27.1M - $27.7M
|
844K
$27.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
267K+ 99.44% |
$8.57M - $8.76M
|
535K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
172KNew |
$5.54M - $5.66M
|
172K
$5.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
142KNew |
$4.57M - $4.67M
|
142K
$4.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
131K+ 20.54% |
$4.22M - $4.32M
|
772K
$25.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
116K+ 15.14% |
$3.72M - $3.8M
|
880K
$28.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 148.32% |
$3.47M - $3.55M
|
181K
$5.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
80.5KNew |
$2.59M - $2.64M
|
80.5K
$2.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79.9K+ 211.25% |
$2.57M - $2.62M
|
118K
$3.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
67.8K+ 21.08% |
$2.18M - $2.23M
|
389K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
51.7K+ 80.55% |
$1.66M - $1.7M
|
116K
$3.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.1K+ 79.92% |
$1.51M - $1.55M
|
106K
$3.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
47K+ 134.11% |
$1.51M - $1.54M
|
82K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
46.4K+ 9.39% |
$1.49M - $1.52M
|
541K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
38K+ 40.68% |
$1.22M - $1.25M
|
131K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.7K+ 4.47% |
$1.18M - $1.21M
|
859K
$28.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
28.6K+ 4.05% |
$917K - $938K
|
734K
$24M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
22.3K+ 61.44% |
$716K - $732K
|
58.6K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
21KNew |
$676K - $691K
|
21K
$689K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
19.9K+ 8.89% |
$638K - $652K
|
243K
$7.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.3K+ 21.83% |
$619K - $633K
|
108K
$3.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
19.2KNew |
$617K - $630K
|
19.2K
$629K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
16.9K+ 5.24% |
$541K - $553K
|
339K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
15.1KNew |
$485K - $495K
|
15.1K
$494K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.7K+ 22.23% |
$472K - $483K
|
80.9K
$2.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$448K - $458K
|
13.9K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
13.5KNew |
$433K - $443K
|
13.5K
$442K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.4K+ 27.63% |
$429K - $438K
|
61.7K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.7K+ 26.53% |
$408K - $417K
|
60.5K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10.6KNew |
$339K - $347K
|
10.6K
$346K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.3K+ 97.05% |
$332K - $340K
|
21K
$688K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 4.16% |
$329K - $337K
|
257K
$8.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 1.5% |
$323K - $330K
|
682K
$22.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.9K+ 2.7% |
$318K - $325K
|
377K
$12.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
9.47KNew |
$304K - $311K
|
9.47K
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.29K+ 57.99% |
$298K - $305K
|
25.3K
$828K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.07K+ 12.77% |
$291K - $298K
|
80.1K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.06K+ 3.75% |
$291K - $297K
|
251K
$8.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.63KNew |
$277K - $283K
|
8.63K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
8.27KNew |
$266K - $271K
|
8.27K
$271K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.15K+ 37.65% |
$262K - $268K
|
29.8K
$975K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
7.97K+ 7.26% |
$256K - $262K
|
118K
$3.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.63KNew |
$245K - $250K
|
7.63K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
6.91KNew |
$222K - $227K
|
6.91K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
6.8K+ 19.25% |
$218K - $223K
|
42.1K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.63K+ 18.44% |
$213K - $218K
|
42.6K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.61K+ 39.51% |
$212K - $217K
|
23.3K
$764K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.57KNew |
$211K - $216K
|
6.57K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.31KNew |
$203K - $207K
|
6.31K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.12KNew |
$196K - $201K
|
6.12K
$200K
|