Latest Institutional Transactions on Innovator U.S. Small Cap Power (KJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 3.25% |
$56.8K - $60.4K
|
57.9K
$1.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.6K- 28.96% |
$134K - $143K
|
11.3K
$354K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.05K+ 11.91% |
$235K - $250K
|
75.7K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 6.63% |
$14.6K - $15.5K
|
7.04K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-527- 3.1% |
$15.4K - $16.4K
|
16.5K
$517K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.4K- 23.49% |
$2.38M - $2.53M
|
265K
$8.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-49.7K- 86.7% |
$1.45M - $1.54M
|
7.62K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.8K+ 91.37% |
$199K - $211K
|
14.2K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.62K- 1.06% |
$47.2K - $50.2K
|
150K
$4.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
69New |
$2.01K - $2.14K
|
69
$2.16K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
947+ 3.8% |
$27.7K - $29.4K
|
25.8K
$810K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 0.98% |
$7.42K - $7.89K
|
25.6K
$803K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.24K+ 54.72% |
$94.5K - $101K
|
9.15K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.27K+ 26.11% |
$154K - $164K
|
25.5K
$798K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
134+ 0.18% |
$3.91K - $4.16K
|
73K
$2.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.29KNew |
$213K - $227K
|
7.29K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.17K+ 12.78% |
$34.1K - $36.3K
|
10.3K
$323K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.99K- 12.73% |
$175K - $186K
|
41K
$1.29M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47K+ 49.91% |
$1.22M - $1.37M
|
141K
$4.42M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
901New |
$23.4K - $26.3K
|
901
$28.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.29K+ 69.99% |
$137K - $154K
|
12.8K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-163- 1.12% |
$4.23K - $4.76K
|
14.4K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
103New |
$2.67K - $3.01K
|
103
$3.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
7.13KNew |
$185K - $208K
|
7.13K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 276.29% |
$30.6K - $34.4K
|
1.6K
$50.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 1.88% |
$5.19K - $5.84K
|
10.8K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.83K- 15.3% |
$229K - $258K
|
48.9K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 18.67% |
$362K - $408K
|
88.7K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-584- 2.63% |
$15.2K - $17.1K
|
21.6K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
108KNew |
$2.8M - $3.15M
|
108K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.15K+ 8.77% |
$81.9K - $92.1K
|
39.1K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
155KNew |
$4.02M - $4.52M
|
155K
$4.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-505- 2.68% |
$13.1K - $14.7K
|
18.3K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
377+ 16.24% |
$9.79K - $11K
|
2.7K
$84.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 3.37% |
$30K - $33.7K
|
35.4K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 38.54% |
$303K - $340K
|
41.9K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9.51K+ 29.04% |
$247K - $278K
|
42.3K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.5K+ 15.46% |
$38.9K - $43.8K
|
11.2K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-7.61K- 23.93% |
$197K - $222K
|
24.2K
$758K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-236K- 52.15% |
$6.13M - $6.9M
|
217K
$6.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-786- 6.86% |
$20.4K - $23K
|
10.7K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-810- 1.16% |
$21K - $23.7K
|
69.3K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.99K- 12.25% |
$104K - $117K
|
28.6K
$896K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.6K- 7.43% |
$197K - $222K
|
94.7K
$2.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-607- 5.54% |
$15.8K - $17.7K
|
10.4K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.28K- 11.32% |
$33.3K - $37.5K
|
10.1K
$315K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.02KNew |
$182K - $205K
|
7.02K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-318- 2.6% |
$8.26K - $9.29K
|
11.9K
$373K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-487- 1.11% |
$12.6K - $14.2K
|
43.3K
$1.36M
|
|