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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
4.51KNew |
$272K - $288K
|
4.51K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-7- 0.08% |
$422 - $448
|
8.33K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
36.4KNew |
$2.19M - $2.33M
|
36.4K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 132.03% |
$81.2K - $86.2K
|
2.37K
$166K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.42K- 34.9% |
$266K - $282K
|
8.24K
$578K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.68K- 20.5% |
$101K - $107K
|
6.5K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75New |
$4.52K - $4.8K
|
75
$5.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-925- 3.02% |
$55.7K - $59.1K
|
29.7K
$2.08M
|
|
|
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
$611K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74+ 4.05% |
$4.2K - $4.51K
|
1.9K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.04K+ 104.61% |
$229K - $246K
|
7.9K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$199K - $213K
|
3.5K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
110KNew |
$6.23M - $6.68M
|
110K
$7.71M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.29KNew |
$244K - $261K
|
4.29K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
5KNew |
$284K - $305K
|
5K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
11.2KNew |
$634K - $681K
|
11.2K
$785K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
36.3K+ 89.72% |
$2.06M - $2.21M
|
76.7K
$5.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$142K - $152K
|
2.5K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.1K+ 112.76% |
$2.84M - $3.05M
|
94.5K
$6.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
74New |
$4.2K - $4.51K
|
74
$5.19K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.9KNew |
$2.38M - $2.55M
|
41.9K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-272- 19.93% |
$15.4K - $16.6K
|
1.09K
$76.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.13K+ 174.25% |
$178K - $191K
|
4.93K
$346K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
458New |
$25.7K - $27.2K
|
458
$32.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.36KNew |
$245K - $259K
|
4.36K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.19K- 32.22% |
$235K - $249K
|
8.81K
$618K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.48KNew |
$196K - $207K
|
3.48K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.4KNew |
$191K - $202K
|
3.4K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.61KNew |
$147K - $155K
|
2.61K
$183K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
402New |
$22.6K - $23.9K
|
402
$28.2K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.38KNew |
$190K - $201K
|
3.38K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
85+ 4.76% |
$4.78K - $5.05K
|
1.87K
$131K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-602- 3.92% |
$32.7K - $34.7K
|
14.8K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.8K- 69.29% |
$1.45M - $1.54M
|
11.9K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.73KNew |
$257K - $273K
|
4.73K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.05K- 4.27% |
$57K - $60.6K
|
23.5K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-600- 8.48% |
$32.6K - $34.6K
|
6.48K
$454K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.98KNew |
$216K - $229K
|
3.98K
$279K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.34K- 35.77% |
$127K - $135K
|
4.2K
$295K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$547 - $607
|
11
$772
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.09KNew |
$352K - $391K
|
7.09K
$498K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.9K- 27.55% |
$94.2K - $105K
|
4.98K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5.12KNew |
$254K - $282K
|
5.12K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.2K+ 36.91% |
$209K - $232K
|
15.6K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.19K- 35.23% |
$159K - $176K
|
5.87K
$412K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.65KNew |
$181K - $201K
|
3.65K
$256K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$149 - $165
|
3
$211
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
7.01KNew |
$354K - $367K
|
7.01K
$492K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.91KNew |
$248K - $257K
|
4.91K
$345K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.96KNew |
$402K - $417K
|
7.96K
$559K
|
|