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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.86K+ 72.75% |
$188K - $192K
|
13.9K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.82K+ 25.15% |
$187K - $191K
|
28.9K
$947K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.22K+ 13.5% |
$136K - $139K
|
35.5K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 57.62% |
$125K - $128K
|
10.7K
$349K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.84K+ 34.07% |
$123K - $126K
|
15.1K
$495K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.5K+ 3.97% |
$112K - $115K
|
91.5K
$3M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.23K+ 12.73% |
$104K - $106K
|
28.6K
$935K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.9K+ 42.9% |
$93.2K - $95.2K
|
9.67K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.89K+ 21.61% |
$92.7K - $94.8K
|
16.3K
$532K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.75KNew |
$88.4K - $90.4K
|
2.75K
$90.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
2.59K+ 41.28% |
$83.2K - $85.1K
|
8.87K
$290K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.49K+ 2.97% |
$80K - $81.7K
|
86.2K
$2.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.49K+ 8.92% |
$79.9K - $81.7K
|
30.4K
$995K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 5.08% |
$48.3K - $49.4K
|
31.1K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
1.1K+ 1.26% |
$35.2K - $35.9K
|
87.8K
$2.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07K+ 3.11% |
$34.3K - $35K
|
35.4K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.03K+ 0.33% |
$33.2K - $33.9K
|
315K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
610+ 9.58% |
$19.6K - $20K
|
6.98K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
555+ 3.4% |
$17.8K - $18.2K
|
16.9K
$553K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
523+ 2.6% |
$16.8K - $17.2K
|
20.6K
$675K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
286+ 3.35% |
$9.18K - $9.39K
|
8.82K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
248+ 0.74% |
$7.96K - $8.14K
|
33.9K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-107- 0.3% |
$3.44K - $3.51K
|
35.8K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400- 0.91% |
$12.8K - $13.1K
|
43.5K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-967- 1.18% |
$31.1K - $31.7K
|
80.8K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1K- 13.16% |
$32.1K - $32.8K
|
6.6K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.18K- 91.45% |
$37.8K - $38.6K
|
110
$3.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.29K- 1.13% |
$41.5K - $42.4K
|
114K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.44K- 1.31% |
$46.3K - $47.4K
|
109K
$3.56M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.45K- 4.68% |
$46.4K - $47.4K
|
29.4K
$964K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.52K- 8.16% |
$48.8K - $49.9K
|
17.1K
$560K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.24K- 0.77% |
$71.9K - $73.5K
|
287K
$9.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.98K- 20.54% |
$95.6K - $97.7K
|
11.5K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-3.06K- 11.94% |
$98.2K - $100K
|
22.5K
$738K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.17K- 2.34% |
$102K - $104K
|
132K
$4.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.92K- 21.15% |
$126K - $129K
|
14.6K
$478K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.26K- 35.75% |
$137K - $140K
|
7.66K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.53K- 9.84% |
$178K - $181K
|
50.6K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-8.49K- 5.51% |
$272K - $278K
|
146K
$4.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.78K- 7.3% |
$282K - $288K
|
111K
$3.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.9K- 17.8% |
$383K - $391K
|
55K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.2K- 5.49% |
$456K - $466K
|
245K
$8M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.8K- 36.98% |
$475K - $485K
|
25.2K
$824K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.9K- 17.97% |
$896K - $916K
|
127K
$4.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-66K- 6.09% |
$2.12M - $2.17M
|
1.02M
$33.3M
|