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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.62KNew |
$54.2K - $61.6K
|
1.62K
$61.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 4.85% |
$56.5K - $64.2K
|
33.1K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-505- 3.44% |
$16.9K - $19.2K
|
14.2K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
900+ 2.57% |
$30.1K - $34.2K
|
35.9K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-711- 4.86% |
$23.8K - $27K
|
13.9K
$529K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.07K- 92.81% |
$203K - $231K
|
470
$17.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-135- 0.77% |
$4.52K - $5.13K
|
17.3K
$658K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 1.58% |
$50K - $56.7K
|
92.9K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
770+ 1.17% |
$25.8K - $29.3K
|
66.8K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$184K - $209K
|
5.5K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.2KNew |
$40.2K - $45.6K
|
1.2K
$45.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.5K- 3.57% |
$184K - $209K
|
148K
$5.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
650+ 0.89% |
$21.7K - $24.7K
|
73.3K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-819- 1.16% |
$27.4K - $31.1K
|
69.6K
$2.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 16.69% |
$10K - $11.4K
|
1.5K
$56.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.7K+ 7.1% |
$390K - $444K
|
176K
$6.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-336- 2.91% |
$11.2K - $12.8K
|
11.2K
$426K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97.2K+ 352.78% |
$3.25M - $3.7M
|
125K
$4.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.5K- 6.95% |
$986K - $1.12M
|
395K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
700New |
$23.4K - $26.6K
|
700
$26.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
281+ 2.56% |
$9.4K - $10.7K
|
11.3K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 17.63% |
$116K - $131K
|
16.1K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.26KNew |
$276K - $314K
|
8.26K
$314K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-98- 0.86% |
$3.28K - $3.72K
|
11.4K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.69K+ 12.33% |
$89.9K - $102K
|
24.5K
$930K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-917- 5.1% |
$30.7K - $34.9K
|
17.1K
$649K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.08K+ 29.51% |
$69.4K - $78.9K
|
9.11K
$346K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
342+ 0.42% |
$11.4K - $13K
|
81.6K
$3.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-322- 1.67% |
$10.8K - $12.2K
|
19K
$722K
|
|
| Q1 2025 | |||||||
|
Jul 17, 2025
Q1 2025
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
324KNew |
$11.5M - $12.1M
|
324K
$12.3M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-275- 0.43% |
$9.77K - $10.3K
|
64.2K
$2.44M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.72KNew |
$310K - $326K
|
8.72K
$331K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.9K+ 7.92% |
$67.5K - $71.1K
|
25.9K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
326KNew |
$11.6M - $12.2M
|
326K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
31.3K+ 61.4% |
$1.11M - $1.17M
|
82.3K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.37K+ 56.13% |
$84.3K - $88.8K
|
6.6K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
9.15KNew |
$325K - $343K
|
9.15K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.3K+ 27.79% |
$471K - $496K
|
61K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.27K+ 10.93% |
$80.5K - $84.8K
|
23K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-26K- 66.5% |
$923K - $972K
|
13.1K
$497K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.42K- 11.0% |
$157K - $166K
|
35.8K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-138- 0.94% |
$4.9K - $5.17K
|
14.6K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.54K+ 1360.43% |
$90.4K - $95.2K
|
2.73K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
958K+ 34.75% |
$34.1M - $35.9M
|
3.72M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.62K+ 43.69% |
$235K - $248K
|
21.8K
$827K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.43K- 9.11% |
$193K - $203K
|
54.2K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-889- 6.92% |
$31.6K - $33.3K
|
12K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.5KNew |
$374K - $394K
|
10.5K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.68KNew |
$273K - $287K
|
7.68K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
54.7KNew |
$1.95M - $2.05M
|
54.7K
$2.08M
|
|