Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8.36KNew |
$244K - $260K
|
8.36K
$262K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.05K+ 11.91% |
$235K - $250K
|
75.7K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.32KNew |
$214K - $227K
|
7.32K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.29KNew |
$213K - $227K
|
7.29K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.8K+ 91.37% |
$199K - $211K
|
14.2K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.27K+ 26.11% |
$154K - $164K
|
25.5K
$798K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.16K+ 1031.0% |
$151K - $160K
|
5.66K
$177K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.14KNew |
$150K - $160K
|
5.14K
$161K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.43K+ 13.75% |
$100K - $107K
|
28.4K
$890K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.24K+ 54.72% |
$94.5K - $101K
|
9.15K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.17K+ 5.0% |
$63.2K - $67.3K
|
45.5K
$1.43M
|
|
|
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 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
947+ 3.8% |
$27.7K - $29.4K
|
25.8K
$810K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
412+ 1.8% |
$12K - $12.8K
|
23.4K
$732K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
134+ 0.18% |
$3.91K - $4.16K
|
73K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
69New |
$2.01K - $2.14K
|
69
$2.16K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-56- 0.52% |
$1.64K - $1.74K
|
10.6K
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 0.98% |
$7.42K - $7.89K
|
25.6K
$803K
|
|
|
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 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.62K- 1.06% |
$47.2K - $50.2K
|
150K
$4.7M
|
|
|
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 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.99K- 12.73% |
$175K - $186K
|
41K
$1.29M
|
|
|
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
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.4K- 23.49% |
$2.38M - $2.53M
|
265K
$8.31M
|