Latest Institutional Transactions on Innovator Laddered Fund Of U.S (KOCT)
This table provides information on the latest institutional transactions involving Innovator Laddered Fund Of U.S (KOCT) 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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 21.82% |
N/A
|
179K
$0
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.15K- 5.85% |
N/A
|
18.5K
$0
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.42K- 32.45% |
N/A
|
9.2K
$0
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.04K- 28.82% |
N/A
|
7.5K
$0
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-11.8K- 31.45% |
N/A
|
25.7K
$0
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 309.46% |
N/A
|
18.4K
$0
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 48.39% |
N/A
|
11.2K
$0
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
140+ 0.93% |
N/A
|
15.2K
$0
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.71K+ 43.82% |
N/A
|
12.2K
$0
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
650+ 2.88% |
N/A
|
23.2K
$0
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
808+ 2.38% |
N/A
|
34.8K
$0
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.3K+ 22.47% |
N/A
|
34.3K
$0
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.02K+ 10.2% |
N/A
|
54.2K
$0
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-629- 14.45% |
N/A
|
3.73K
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.51K+ 14.16% |
N/A
|
36.3K
$0
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.4K- 7.22% |
N/A
|
18K
$0
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.69% |
N/A
|
8.76K
$0
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 6.09% |
N/A
|
40.2K
$0
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
110+ 0.57% |
N/A
|
19.6K
$0
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.2K- 14.25% |
N/A
|
7.25K
$0
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-394- 1.04% |
N/A
|
37.5K
$0
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.43K- 3.96% |
N/A
|
34.7K
$0
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.82K- 6.93% |
N/A
|
24.5K
$0
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.35K- 7.67% |
N/A
|
88.5K
$0
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-75- 0.03% |
N/A
|
254K
$0
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.69K+ 31.96% |
N/A
|
19.4K
$0
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.97K- 1.63% |
N/A
|
119K
$0
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.64K- 3.18% |
N/A
|
111K
$0
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-80- 0.35% |
N/A
|
23.1K
$0
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 35.84% |
N/A
|
23.6K
$0
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.7K- 16.82% |
N/A
|
72.8K
$0
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-172- 1.02% |
N/A
|
16.7K
$0
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 11.21% |
N/A
|
13K
$0
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 7.43% |
N/A
|
38K
$0
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-136- 0.66% |
N/A
|
20.5K
$0
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 2.85% |
N/A
|
36.6K
$0
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37K- 18.74% |
N/A
|
10.3K
$0
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10.6K- 10.67% |
N/A
|
89.1K
$0
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-250- 0.54% |
N/A
|
46.1K
$0
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.71K- 3.03% |
N/A
|
86.8K
$0
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-246- 8.85% |
N/A
|
2.53K
$0
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.2K- 8.98% |
N/A
|
12.2K
$0
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.35K- 5.06% |
N/A
|
25.4K
$0
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.75KNew |
N/A
|
9.75K
$0
|
|
Q1 2025 | |||||||
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8.17KNew |
N/A
|
8.17K
$0
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.92K- 12.79% |
N/A
|
13.1K
$0
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
728+ 4.87% |
N/A
|
15.7K
$0
|