Latest Institutional Purchases of Innovator U.S. Small Cap Power (KJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
152KNew |
$3.94M - $4.43M
|
152K
$4.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
45K+ 365.64% |
$1.17M - $1.31M
|
57.3K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26K+ 77.0% |
$675K - $760K
|
59.8K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.61K+ 352.33% |
$120K - $134K
|
5.91K
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
75+ 1.02% |
$1.95K - $2.19K
|
7.44K
$219K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
365KNew |
$10.1M - $11M
|
365K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37.1K+ 1713.06% |
$1.03M - $1.12M
|
39.3K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15.2KNew |
$424K - $460K
|
15.2K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.7K+ 3.28% |
$326K - $353K
|
368K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.56K+ 9.13% |
$238K - $258K
|
102K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.55KNew |
$210K - $228K
|
7.55K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7.45K+ 135.0% |
$207K - $225K
|
13K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.04K+ 46.52% |
$196K - $212K
|
22.2K
$652K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.25K+ 21.04% |
$174K - $189K
|
36K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.37KNew |
$122K - $132K
|
4.37K
$128K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.67KNew |
$102K - $111K
|
3.67K
$108K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.67K+ 425.19% |
$46.5K - $50.4K
|
2.06K
$60.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.53K+ 1.57% |
$42.7K - $46.3K
|
98.9K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.5K+ 15.8% |
$41.6K - $45.1K
|
11K
$323K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.17KNew |
$32.7K - $35.4K
|
1.17K
$34.5K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 4.92% |
$27.8K - $30.2K
|
21.3K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
793+ 5.77% |
$22.1K - $23.9K
|
14.5K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
680New |
$18.9K - $20.5K
|
680
$20K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
504+ 3.11% |
$14K - $15.2K
|
16.7K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 7.1% |
$13.9K - $15.1K
|
7.54K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
316+ 1.26% |
$8.79K - $9.54K
|
25.4K
$748K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$5.57K - $6.04K
|
200
$5.88K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11KNew |
$317K - $334K
|
11K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 80.22% |
$303K - $319K
|
23.6K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.77KNew |
$281K - $296K
|
9.77K
$287K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.02K+ 7.04% |
$231K - $243K
|
122K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27KNew |
$209K - $221K
|
7.27K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.81KNew |
$196K - $206K
|
6.81K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.6KNew |
$132K - $140K
|
4.6K
$135K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.9KNew |
$54.6K - $57.5K
|
1.9K
$55.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.09KNew |
$31.3K - $33K
|
1.09K
$32K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
800New |
$23K - $24.3K
|
800
$23.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
793New |
$22.8K - $24.1K
|
793
$23.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
674New |
$19.4K - $20.4K
|
674
$19.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
634+ 166.84% |
$18.2K - $19.2K
|
1.01K
$29.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
323New |
$9.3K - $9.8K
|
323
$9.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
98New |
$2.82K - $2.97K
|
98
$2.88K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
79.9K+ 93.85% |
$2.19M - $2.34M
|
165K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.3KNew |
$938K - $1M
|
34.3K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.08KNew |
$249K - $265K
|
9.08K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$239K - $255K
|
8.72K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.63K+ 40.7% |
$209K - $223K
|
26.4K
$776K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$191K - $204K
|
6.98K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.79K+ 58.11% |
$186K - $198K
|
18.5K
$543K
|
|