Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.1K+ 64.46% |
$404K - $459K
|
30.8K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.05K+ 49.2% |
$102K - $116K
|
9.25K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5K+ 23.11% |
$167K - $190K
|
26.6K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-268K- 37.13% |
$8.98M - $10.2M
|
454K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.3K- 41.93% |
$679K - $772K
|
28.1K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.7K- 8.19% |
$526K - $597K
|
176K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.99KNew |
$66.7K - $75.8K
|
1.99K
$77.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$33.5 - $38
|
39.3K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.65K- 4.9% |
$122K - $139K
|
70.7K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-14K- 27.24% |
$468K - $532K
|
37.4K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17.3K+ 24.96% |
$579K - $658K
|
86.7K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 4.23% |
$301K - $342K
|
222K
$8.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-510- 1.2% |
$17.1K - $19.4K
|
41.8K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-12.5K- 49.34% |
$417K - $473K
|
12.8K
$495K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.2K- 10.53% |
$40.2K - $45.6K
|
10.2K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
917+ 12.77% |
$30.7K - $34.9K
|
8.1K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.01KNew |
$134K - $152K
|
4.01K
$155K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 13.06% |
$682K - $775K
|
176K
$6.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
27.7K+ 106.94% |
$926K - $1.05M
|
53.5K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
184+ 0.54% |
$6.16K - $6.99K
|
34.5K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 77.35% |
$75K - $85.1K
|
5.14K
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-211- 0.38% |
$7.06K - $8.02K
|
56K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-485- 4.86% |
$16.2K - $18.4K
|
9.5K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 86.0% |
$1.52M - $1.72M
|
7.38K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.5K - $13.1K
|
345
$13.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3KNew |
$43.5K - $49.4K
|
1.3K
$50.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 1.25% |
$1.67K - $1.9K
|
4.06K
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-85- 1.12% |
$2.84K - $3.23K
|
7.48K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.96KNew |
$233K - $264K
|
6.96K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 44.47% |
$375K - $426K
|
36.4K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 3.39% |
$39.1K - $44.4K
|
33.3K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 0.81% |
$68.1K - $77.4K
|
252K
$9.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-52- 0.13% |
$1.74K - $1.98K
|
39K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-116- 1.72% |
$3.88K - $4.41K
|
6.62K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.8K+ 10.51% |
$60.2K - $68.4K
|
18.9K
$733K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.5K+ 166.27% |
$1.52M - $1.73M
|
72.9K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.38KNew |
$180K - $205K
|
5.38K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-897- 5.93% |
$30K - $34.1K
|
14.2K
$551K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-342K- 74.88% |
$11.4M - $13M
|
115K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
217K+ 16.39% |
$7.27M - $8.26M
|
1.54M
$59.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 1.83% |
$697K - $792K
|
1.16M
$44.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.85K- 7.57% |
$129K - $146K
|
47K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275New |
$9.2K - $10.5K
|
275
$10.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10.2KNew |
$340K - $386K
|
10.2K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97.7K- 94.69% |
$3.27M - $3.71M
|
5.48K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.77K+ 9.72% |
$59.2K - $67.3K
|
20K
$774K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.8K+ 26.12% |
$1.1M - $1.25M
|
159K
$6.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 8.39% |
$42K - $47.7K
|
13.7K
$531K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-41- 52.56% |
$1.37K - $1.56K
|
37
$1.43K
|