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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.17K- 19.35% |
$82.4K - $86.1K
|
9.04K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.88K- 12.59% |
$147K - $154K
|
27K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-17- 0.04% |
$646 - $675
|
42.5K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.01K- 4.1% |
$114K - $119K
|
70.3K
$2.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.15K- 4.44% |
$81.8K - $85.5K
|
46.3K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-876- 6.29% |
$33.3K - $34.8K
|
13K
$521K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.2K- 6.81% |
$122K - $127K
|
43.8K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-350- 1.85% |
$13.3K - $13.9K
|
18.6K
$742K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.7KNew |
$293K - $306K
|
7.7K
$308K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-832- 0.83% |
$31.6K - $33K
|
99K
$3.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-121- 0.64% |
$4.6K - $4.8K
|
18.9K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.24KNew |
$199K - $208K
|
5.24K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.44K- 3.09% |
$207K - $216K
|
171K
$6.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30.3K- 19.13% |
$1.15M - $1.2M
|
128K
$5.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.4K- 2.46% |
$926K - $967K
|
965K
$38.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-510- 3.34% |
$19.4K - $20.2K
|
14.7K
$589K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 25.22% |
$51.1K - $53.4K
|
6.68K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-112K- 89.95% |
$4.26M - $4.45M
|
12.5K
$501K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 8.11% |
$116K - $122K
|
34.7K
$1.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 14.02% |
$7.98K - $8.33K
|
1.29K
$51.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.02K- 36.61% |
$115K - $120K
|
5.24K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-130- 1.16% |
$4.94K - $5.16K
|
11.1K
$444K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.28% |
$3.8K - $3.97K
|
35.8K
$1.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.62K- 2.33% |
$61.6K - $64.3K
|
68K
$2.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-621- 9.01% |
$23.6K - $24.6K
|
6.27K
$250K
|
|
| Q2 2025 | |||||||
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.08K- 18.7% |
$36.1K - $41.1K
|
4.69K
$187K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.25KNew |
$41.8K - $47.5K
|
1.25K
$49.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-500- 1.93% |
$16.7K - $19K
|
25.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.9K- 78.72% |
$900K - $1.02M
|
7.27K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.86K- 7.04% |
$129K - $147K
|
50.9K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
162New |
$5.42K - $6.16K
|
162
$6.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.05K+ 49.2% |
$102K - $116K
|
9.25K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.3K- 41.93% |
$679K - $772K
|
28.1K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5K+ 23.11% |
$167K - $190K
|
26.6K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-14K- 27.24% |
$468K - $532K
|
37.4K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17.3K+ 24.96% |
$579K - $658K
|
86.7K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
917+ 12.77% |
$30.7K - $34.9K
|
8.1K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-53Closed |
$1.77K - $2.01K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.5K - $13.1K
|
345
$13.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 86.0% |
$1.52M - $1.72M
|
7.38K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3KNew |
$43.5K - $49.4K
|
1.3K
$51.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
27.7K+ 106.94% |
$926K - $1.05M
|
53.5K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.01KNew |
$134K - $152K
|
4.01K
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-485- 4.86% |
$16.2K - $18.4K
|
9.5K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 3.39% |
$39.1K - $44.4K
|
33.3K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-85- 1.12% |
$2.84K - $3.23K
|
7.48K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-116- 1.72% |
$3.88K - $4.41K
|
6.62K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-897- 5.93% |
$30K - $34.1K
|
14.2K
$568K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.38KNew |
$180K - $205K
|
5.38K
$215K
|
|