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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
33.2KNew |
$915K - $1.06M
|
33.2K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
32.9K+ 62.87% |
$906K - $1.05M
|
85.3K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
28.5KNew |
$784K - $910K
|
28.5K
$912K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 11.94% |
$549K - $638K
|
187K
$5.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.4KNew |
$425K - $493K
|
15.4K
$494K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.7KNew |
$296K - $343K
|
10.7K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.52K+ 70.09% |
$262K - $304K
|
23.1K
$739K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.52KNew |
$179K - $208K
|
6.52K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.9K+ 15.63% |
$107K - $125K
|
28.9K
$923K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.89K+ 29.22% |
$107K - $124K
|
17.2K
$550K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.26K+ 31.45% |
$62.1K - $72.1K
|
9.44K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.73KNew |
$47.5K - $55.1K
|
1.73K
$55.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67+ 0.23% |
$1.84K - $2.14K
|
29.2K
$936K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
43+ 0.08% |
$1.18K - $1.37K
|
54.2K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16New |
$440 - $511
|
16
$512
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 0.26% |
$1.38K - $1.6K
|
19.4K
$620K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-157- 1.37% |
$4.32K - $5.01K
|
11.3K
$362K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-193- 1.03% |
$5.31K - $6.16K
|
18.6K
$594K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-326- 1.24% |
$8.97K - $10.4K
|
26K
$832K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-471- 2.18% |
$13K - $15K
|
21.1K
$676K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-638- 1.51% |
$17.6K - $20.4K
|
41.6K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-903- 7.03% |
$24.8K - $28.8K
|
11.9K
$382K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.36K- 2.9% |
$37.3K - $43.3K
|
45.4K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.87K- 55.43% |
$51.5K - $59.8K
|
1.51K
$48.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.49K- 10.49% |
$68.5K - $79.5K
|
21.3K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 6.15% |
$134K - $156K
|
74.3K
$2.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 10.25% |
$135K - $157K
|
43K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.98K- 3.13% |
$137K - $159K
|
154K
$4.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.31K- 67.79% |
$146K - $170K
|
2.52K
$80.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.1K- 8.01% |
$360K - $418K
|
150K
$4.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-17.8K- 8.22% |
$490K - $569K
|
199K
$6.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.5K- 11.29% |
$536K - $622K
|
153K
$4.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-107K- 93.6% |
$2.94M - $3.42M
|
7.31K
$234K
|