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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
155KNew |
$4.02M - $4.52M
|
155K
$4.58M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
152KNew |
$3.94M - $4.43M
|
152K
$4.48M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
108KNew |
$2.8M - $3.15M
|
108K
$3.18M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.8K+ 29.45% |
$2.05M - $2.3M
|
346K
$10.2M
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.6KNew |
$1.76M - $1.97M
|
67.6K
$2M
|
|
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
$1.77M
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
23KNew |
$596K - $670K
|
23K
$678K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 18.67% |
$362K - $408K
|
88.7K
$2.62M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 38.54% |
$303K - $340K
|
41.9K
$1.24M
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9.51K+ 29.04% |
$247K - $278K
|
42.3K
$1.25M
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
7.13KNew |
$185K - $208K
|
7.13K
$211K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.02KNew |
$182K - $205K
|
7.02K
$208K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.76K+ 27.03% |
$150K - $168K
|
27.1K
$800K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.29K+ 69.99% |
$137K - $154K
|
12.8K
$379K
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.96K+ 32.51% |
$129K - $145K
|
20.2K
$597K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.61K+ 352.33% |
$120K - $134K
|
5.91K
$175K
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.15K+ 8.77% |
$81.9K - $92.1K
|
39.1K
$1.16M
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.5K+ 15.46% |
$38.9K - $43.8K
|
11.2K
$331K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 276.29% |
$30.6K - $34.4K
|
1.6K
$47.4K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 3.37% |
$30K - $33.7K
|
35.4K
$1.05M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$26K - $29.2K
|
1K
$29.6K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
857+ 3.57% |
$22.2K - $25K
|
24.9K
$735K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
670+ 0.93% |
$17.4K - $19.6K
|
72.8K
$2.15M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
377+ 16.24% |
$9.79K - $11K
|
2.7K
$79.7K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 1.88% |
$5.19K - $5.84K
|
10.8K
$320K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
103New |
$2.67K - $3.01K
|
103
$3.04K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
75+ 1.02% |
$1.95K - $2.19K
|
7.44K
$220K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
365KNew |
$10.1M - $11M
|
365K
$10.8M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37.1K+ 1713.06% |
$1.03M - $1.12M
|
39.3K
$1.16M
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.7K+ 3.28% |
$326K - $353K
|
368K
$10.9M
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7.45K+ 135.0% |
$207K - $225K
|
13K
$383K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.37KNew |
$122K - $132K
|
4.37K
$129K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.67KNew |
$102K - $111K
|
3.67K
$109K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.53K+ 1.57% |
$42.7K - $46.3K
|
98.9K
$2.92M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.17KNew |
$32.7K - $35.4K
|
1.17K
$34.7K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
680New |
$18.9K - $20.5K
|
680
$20.1K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 7.1% |
$13.9K - $15.1K
|
7.54K
$223K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$5.57K - $6.04K
|
200
$5.91K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11KNew |
$317K - $334K
|
11K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 80.22% |
$303K - $319K
|
23.6K
$698K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.77KNew |
$281K - $296K
|
9.77K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27KNew |
$209K - $221K
|
7.27K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.81KNew |
$196K - $206K
|
6.81K
$201K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.6KNew |
$132K - $140K
|
4.6K
$136K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.9KNew |
$54.6K - $57.5K
|
1.9K
$56K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.09KNew |
$31.3K - $33K
|
1.09K
$32.2K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
800New |
$23K - $24.3K
|
800
$23.6K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
793New |
$22.8K - $24.1K
|
793
$23.4K
|