Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
323+ 4.59% |
$11.4K - $12.2K
|
7.36K
$275K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 5.37% |
$10.6K - $11.3K
|
5.89K
$220K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
286+ 0.21% |
$10.1K - $10.8K
|
135K
$5.04M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
187New |
$6.58K - $7.05K
|
187
$6.98K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
71+ 0.89% |
$2.5K - $2.68K
|
8.08K
$302K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36+ 14.17% |
$1.27K - $1.36K
|
290
$10.8K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
27+ 0.17% |
$951 - $1.02K
|
16K
$598K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 0.21% |
$739 - $791
|
9.9K
$370K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.01% |
$141 - $151
|
31.9K
$1.19M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 3.59% |
$282 - $302
|
215
$8.03K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.04% |
$317 - $339
|
20.9K
$781K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-22- 0.3% |
$775 - $829
|
7.24K
$270K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23- 0.31% |
$810 - $867
|
7.46K
$278K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-33- 0.12% |
$1.16K - $1.24K
|
27.3K
$1.02M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-54- 0.91% |
$1.9K - $2.04K
|
5.89K
$220K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-58- 0.09% |
$2.04K - $2.19K
|
61.1K
$2.28M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-100- 0.27% |
$3.52K - $3.77K
|
37K
$1.38M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-136- 1.13% |
$4.79K - $5.13K
|
11.9K
$446K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-143- 0.62% |
$5.04K - $5.39K
|
22.8K
$853K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-150- 1.26% |
$5.28K - $5.65K
|
11.8K
$440K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-244- 0.35% |
$8.59K - $9.2K
|
69.3K
$2.59M
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-280- 0.14% |
$9.86K - $10.6K
|
195K
$7.27M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-317- 1.36% |
$11.2K - $11.9K
|
22.9K
$855K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-327- 0.23% |
$11.5K - $12.3K
|
143K
$5.34M
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-369- 0.64% |
$13K - $13.9K
|
57K
$2.13M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-625- 2.38% |
$22K - $23.6K
|
25.6K
$956K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-846- 3.78% |
$29.8K - $31.9K
|
21.5K
$803K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-871- 3.28% |
$30.7K - $32.8K
|
25.6K
$957K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-930- 1.33% |
$32.7K - $35.1K
|
69.1K
$2.58M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-973- 3.76% |
$34.3K - $36.7K
|
24.9K
$929K
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-995- 7.11% |
$35K - $37.5K
|
13K
$485K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.04K- 0.94% |
$36.4K - $39K
|
110K
$4.09M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 3.44% |
$42.1K - $45.1K
|
33.6K
$1.25M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.22K- 8.64% |
$43K - $46K
|
12.9K
$482K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24KClosed |
$43.8K - $46.8K
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.25K- 1.77% |
$44K - $47.1K
|
69.4K
$2.59M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.5K- 0.95% |
$52.8K - $56.5K
|
156K
$5.83M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.5K- 11.9% |
$52.8K - $56.5K
|
11.1K
$414K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 6.4% |
$53K - $56.8K
|
22K
$822K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.52K- 6.02% |
$53.3K - $57.1K
|
23.6K
$882K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 16.3% |
$57.2K - $61.2K
|
8.35K
$312K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.8K- 4.75% |
$63.5K - $68K
|
36.2K
$1.35M
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.82K- 17.59% |
$64.1K - $68.6K
|
8.53K
$318K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$66.1K - $70.8K
|
76.2K
$2.84M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2K- 1.87% |
$70.4K - $75.4K
|
105K
$3.93M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 3.09% |
$71.2K - $76.2K
|
63.5K
$2.37M
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.06K- 0.96% |
$72.4K - $77.5K
|
212K
$7.92M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.18K- 5.81% |
$76.7K - $82.1K
|
35.3K
$1.32M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 1.61% |
$83.4K - $89.3K
|
145K
$5.41M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.43K- 2.43% |
$85.7K - $91.7K
|
97.5K
$3.64M
|