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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.34K- 2.74% |
$355K - $371K
|
331K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
83.6KNew |
$3.18M - $3.32M
|
83.6K
$3.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-33.6K- 40.81% |
$1.28M - $1.33M
|
48.7K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.21K- 2.12% |
$83.8K - $87.5K
|
102K
$4.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-271- 1.86% |
$10.3K - $10.8K
|
14.3K
$572K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.22KNew |
$198K - $207K
|
5.22K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-9.42K- 2.89% |
$358K - $374K
|
317K
$12.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-576- 1.17% |
$21.9K - $22.9K
|
48.6K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.2K- 22.77% |
$1.53M - $1.59M
|
136K
$5.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10.2K+ 100.0% |
$386K - $403K
|
20.3K
$811K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 1.97% |
$3.04K - $3.18K
|
3.98K
$159K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-930- 6.44% |
$35.3K - $36.9K
|
13.5K
$540K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.01K+ 115.75% |
$304K - $318K
|
14.9K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.6K+ 1.66% |
$973K - $1.02M
|
1.57M
$62.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.95K- 2.72% |
$226K - $236K
|
213K
$8.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.52K- 15.15% |
$210K - $219K
|
30.9K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.37K- 1.82% |
$51.9K - $54.2K
|
73.7K
$2.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-42.8K- 46.06% |
$1.63M - $1.7M
|
50.1K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-320- 1.11% |
$12.2K - $12.7K
|
28.5K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.5K- 21.39% |
$932K - $974K
|
90.2K
$3.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.3KNew |
$1.42M - $1.48M
|
37.3K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.37K- 16.2% |
$204K - $213K
|
27.8K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-700- 2.19% |
$26.6K - $27.8K
|
31.3K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.46K- 31.49% |
$170K - $177K
|
9.71K
$388K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-805- 3.64% |
$30.6K - $32K
|
21.3K
$850K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18- 0.15% |
$684 - $714
|
12.2K
$487K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 2.6% |
$78.7K - $82.2K
|
77.5K
$3.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.99K+ 19.96% |
$152K - $158K
|
24K
$957K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-313K- 79.24% |
$11.9M - $12.4M
|
81.9K
$3.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-850- 2.46% |
$32.3K - $33.7K
|
33.7K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.4KNew |
$1.42M - $1.49M
|
37.4K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.65K- 12.94% |
$328K - $343K
|
58.2K
$2.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9KNew |
$718K - $750K
|
18.9K
$755K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-213- 1.96% |
$8.09K - $8.45K
|
10.7K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-5.59K- 6.14% |
$212K - $222K
|
85.4K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.39K- 6.15% |
$205K - $214K
|
82.4K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-20- 0.12% |
$760 - $794
|
17.1K
$681K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 11.65% |
$83.6K - $87.3K
|
16.7K
$666K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-98- 0.96% |
$3.72K - $3.89K
|
10.1K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-141- 1.03% |
$5.36K - $5.6K
|
13.6K
$541K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-29- 0.23% |
$1.1K - $1.15K
|
12.5K
$498K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-40- 0.29% |
$1.52K - $1.59K
|
13.6K
$544K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.5K- 18.06% |
$57K - $59.6K
|
6.81K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-256- 1.03% |
$9.73K - $10.2K
|
24.5K
$979K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-130K- 11.24% |
$4.94M - $5.16M
|
1.03M
$41M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.31K- 5.36% |
$49.9K - $52.1K
|
23.2K
$925K
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-3.39K- 29.78% |
$129K - $134K
|
7.98K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 1.79% |
$38.1K - $39.8K
|
55K
$2.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-12.1K- 8.16% |
$460K - $480K
|
136K
$5.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.03K- 1.41% |
$77K - $80.4K
|
142K
$5.67M
|
|