Purchases and Sales Made in Q2 2025 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) 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 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
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-122- 0.49% |
$3.17K - $3.56K
|
25K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-392- 4.11% |
$10.2K - $11.4K
|
9.14K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.2K- 8.2% |
$109K - $123K
|
47K
$1.38M
|