Purchases and Sales Made in Q2 2025 in Innovator Etfs Tr (IJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr (IJUL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 91.52% |
$3.04M - $3.53M
|
231K
$7.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
33.2KNew |
$915K - $1.06M
|
33.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
32.9K+ 62.87% |
$906K - $1.05M
|
85.3K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
28.5KNew |
$784K - $910K
|
28.5K
$940K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 11.94% |
$549K - $638K
|
187K
$6.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
16.9K+ 54.67% |
$466K - $541K
|
47.9K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.4KNew |
$425K - $493K
|
15.4K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 72.87% |
$419K - $486K
|
36.1K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.7KNew |
$296K - $343K
|
10.7K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.52K+ 70.09% |
$262K - $304K
|
23.1K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.93KNew |
$246K - $285K
|
8.93K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.76K+ 6.34% |
$241K - $280K
|
147K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$218K - $253K
|
7.92K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.52K+ 27.03% |
$179K - $208K
|
30.7K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.52KNew |
$179K - $208K
|
6.52K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.9K+ 15.63% |
$107K - $125K
|
28.9K
$952K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.89K+ 29.22% |
$107K - $124K
|
17.2K
$567K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.85K+ 169.64% |
$78.4K - $91K
|
4.53K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.34K+ 8.35% |
$64.4K - $74.8K
|
30.4K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.26K+ 31.45% |
$62.1K - $72.1K
|
9.44K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.83K+ 160.44% |
$50.3K - $58.4K
|
2.97K
$97.9K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.74K+ 8.08% |
$47.8K - $55.5K
|
23.2K
$766K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.73KNew |
$47.5K - $55.1K
|
1.73K
$56.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
794+ 9.52% |
$21.8K - $25.4K
|
9.13K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
95+ 10.71% |
$2.61K - $3.03K
|
982
$32.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67+ 0.23% |
$1.84K - $2.14K
|
29.2K
$964K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
43+ 0.08% |
$1.18K - $1.37K
|
54.2K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16New |
$440 - $511
|
16
$528
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 0.26% |
$1.38K - $1.6K
|
19.4K
$639K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-114- 0.27% |
$3.14K - $3.64K
|
42.2K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-157- 1.37% |
$4.32K - $5.01K
|
11.3K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-193- 1.03% |
$5.31K - $6.16K
|
18.6K
$612K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-200- 5.56% |
$5.5K - $6.39K
|
3.4K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 3.28% |
$8.25K - $9.58K
|
8.84K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-326- 1.24% |
$8.97K - $10.4K
|
26K
$857K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-471- 2.18% |
$13K - $15K
|
21.1K
$697K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-638- 1.51% |
$17.6K - $20.4K
|
41.6K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-903- 7.03% |
$24.8K - $28.8K
|
11.9K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.17K- 12.09% |
$32.1K - $37.3K
|
8.5K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.36K- 2.9% |
$37.3K - $43.3K
|
45.4K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.36K- 5.71% |
$37.5K - $43.5K
|
22.5K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.49K- 26.21% |
$41K - $47.6K
|
4.19K
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.74K- 9.84% |
$48K - $55.7K
|
16K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.87K- 22.3% |
$51.4K - $59.7K
|
6.51K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.87K- 55.43% |
$51.5K - $59.8K
|
1.51K
$49.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.49K- 10.49% |
$68.5K - $79.5K
|
21.3K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.2K- 7.65% |
$115K - $134K
|
50.7K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 6.15% |
$134K - $156K
|
74.3K
$2.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 10.25% |
$135K - $157K
|
43K
$1.42M
|