Latest Institutional Transactions on Innovator Growth 100 Power Buf (NJUL)
This table provides information on the latest institutional transactions involving Innovator Growth 100 Power Buf (NJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.4K- 62.82% |
$2.54M - $2.75M
|
25.1K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-248- 5.63% |
$14.9K - $16.1K
|
4.16K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.3K- 89.0% |
$2.84M - $3.07M
|
5.85K
$397K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-225- 6.18% |
$13.5K - $14.6K
|
3.42K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-846- 3.93% |
$50.7K - $54.9K
|
20.7K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-976- 1.48% |
$58.5K - $63.3K
|
65K
$4.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-533- 3.31% |
$32K - $34.6K
|
15.6K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.24K+ 11.8% |
$434K - $469K
|
68.5K
$4.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.45K- 22.13% |
$87.1K - $94.2K
|
5.11K
$346K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-500- 5.17% |
$30K - $32.4K
|
9.17K
$622K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
494+ 1.83% |
$29.6K - $32K
|
27.4K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-808- 5.08% |
$48.5K - $52.4K
|
15.1K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-708- 12.21% |
$42.5K - $45.9K
|
5.09K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 24.56% |
$835K - $902K
|
42.7K
$2.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-315- 4.91% |
$18.9K - $20.4K
|
6.1K
$414K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.65K- 11.67% |
$219K - $237K
|
27.6K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-145- 2.89% |
$8.7K - $9.4K
|
4.87K
$330K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.5K- 59.07% |
$628K - $679K
|
7.25K
$492K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.97K+ 1.84% |
$239K - $254K
|
219K
$14.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
953New |
$57.4K - $60.9K
|
953
$64.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.45KNew |
$268K - $284K
|
4.45K
$301K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-304- 5.67% |
$18.3K - $19.4K
|
5.06K
$343K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.91KNew |
$356K - $378K
|
5.91K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
47New |
$2.83K - $3.01K
|
47
$3.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.4K+ 201.96% |
$1.95M - $2.07M
|
48.4K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.88K- 46.94% |
$595K - $632K
|
11.2K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-978- 11.36% |
$58.9K - $62.5K
|
7.63K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
4.51KNew |
$272K - $288K
|
4.51K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.38K+ 120.71% |
$264K - $280K
|
8K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68- 0.62% |
$4.09K - $4.35K
|
10.9K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
345New |
$20.8K - $22.1K
|
345
$23.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.25KNew |
$196K - $208K
|
3.25K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.1KNew |
$1.27M - $1.35M
|
21.1K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-7- 0.08% |
$422 - $448
|
8.33K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
36.4KNew |
$2.19M - $2.33M
|
36.4K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 132.03% |
$81.2K - $86.2K
|
2.37K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-976- 3.04% |
$58.8K - $62.4K
|
31.1K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-200- 3.45% |
$12K - $12.8K
|
5.59K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-224- 0.5% |
$13.5K - $14.3K
|
44.3K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.42K- 34.9% |
$266K - $282K
|
8.24K
$559K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.68K- 20.5% |
$101K - $107K
|
6.5K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75New |
$4.52K - $4.8K
|
75
$5.09K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-925- 3.02% |
$55.7K - $59.1K
|
29.7K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-635- 6.8% |
$38.2K - $40.6K
|
8.7K
$590K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-200- 5.31% |
$12K - $12.8K
|
3.57K
$242K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74+ 4.05% |
$4.2K - $4.51K
|
1.9K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
110KNew |
$6.23M - $6.68M
|
110K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.65K+ 134.85% |
$320K - $344K
|
9.83K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$199K - $213K
|
3.5K
$237K
|
|