Purchases and Sales Made in Q2 2025 in Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR) during Q2 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
102KNew |
$2.9M - $3.3M
|
102K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
81.2K+ 360.45% |
$2.31M - $2.63M
|
104K
$3.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
62.7KNew |
$1.79M - $2.03M
|
62.7K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
25.5K+ 57.51% |
$726K - $825K
|
69.8K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.7K+ 174.05% |
$506K - $575K
|
27.9K
$922K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
16.8KNew |
$480K - $545K
|
16.8K
$556K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.75KNew |
$192K - $219K
|
6.75K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.46KNew |
$184K - $209K
|
6.46K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.59K+ 18.35% |
$131K - $149K
|
29.6K
$976K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.24K+ 14.4% |
$92.2K - $105K
|
25.7K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.41K+ 20.41% |
$68.7K - $78.1K
|
14.2K
$470K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.78K+ 40.89% |
$50.6K - $57.6K
|
6.12K
$202K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.17K+ 2.75% |
$33.3K - $37.9K
|
43.7K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.06K+ 4.76% |
$30.3K - $34.4K
|
23.4K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 12.24% |
$29.4K - $33.4K
|
9.46K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
870+ 25.96% |
$24.8K - $28.2K
|
4.22K
$139K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
807+ 5.51% |
$23K - $26.1K
|
15.5K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
250+ 0.87% |
$7.13K - $8.1K
|
29.1K
$961K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
234+ 1.57% |
$6.67K - $7.58K
|
15.2K
$501K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
107+ 0.65% |
$3.05K - $3.47K
|
16.5K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
76+ 0.85% |
$2.17K - $2.46K
|
9.03K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 0.21% |
$1.03K - $1.17K
|
17.2K
$567K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 5.74% |
$30.6K - $34.8K
|
17.6K
$582K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.3K- 4.54% |
$37.1K - $42.1K
|
27.3K
$903K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.91K- 11.0% |
$112K - $127K
|
31.7K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.93K- 3.83% |
$112K - $127K
|
98.7K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.79K- 3.33% |
$136K - $155K
|
139K
$4.59M
|