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 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275New |
$9.2K - $10.5K
|
275
$11K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-41- 52.56% |
$1.37K - $1.56K
|
37
$1.48K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-500- 1.32% |
$16.7K - $19K
|
37.3K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.57KNew |
$52.7K - $59.8K
|
1.57K
$62.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
461+ 5.71% |
$15.4K - $17.5K
|
8.54K
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
18.9KNew |
$633K - $719K
|
18.9K
$755K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.64K+ 5.24% |
$54.7K - $62.2K
|
32.9K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-154- 12.54% |
$5.15K - $5.85K
|
1.07K
$42.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
83.3K+ 203.28% |
$2.79M - $3.17M
|
124K
$4.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.2K+ 25.46% |
$73.6K - $83.6K
|
10.8K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.53KNew |
$218K - $248K
|
6.53K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.62KNew |
$54.2K - $61.6K
|
1.62K
$64.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-135- 0.77% |
$4.52K - $5.13K
|
17.3K
$692K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.07K- 92.81% |
$203K - $231K
|
470
$18.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$184K - $209K
|
5.5K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.2KNew |
$40.2K - $45.6K
|
1.2K
$47.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
700New |
$23.4K - $26.6K
|
700
$28K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 17.63% |
$116K - $131K
|
16.1K
$644K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-98- 0.86% |
$3.28K - $3.72K
|
11.4K
$453K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.08K+ 29.51% |
$69.4K - $78.9K
|
9.11K
$364K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.5K- 80.75% |
$407K - $429K
|
2.73K
$109K
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
5.52K+ 54.15% |
$196K - $207K
|
15.7K
$627K
|
|
|
Jul 17, 2025
Q1 2025
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
324KNew |
$11.5M - $12.1M
|
324K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.3K+ 27.79% |
$471K - $496K
|
61K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.27K+ 10.93% |
$80.5K - $84.8K
|
23K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.68KNew |
$273K - $287K
|
7.68K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
9.15KNew |
$325K - $343K
|
9.15K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.37K+ 56.13% |
$84.3K - $88.8K
|
6.6K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.68K+ 106.92% |
$237K - $250K
|
12.9K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.9KNew |
$245K - $258K
|
6.9K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.69K+ 25.05% |
$95.7K - $101K
|
13.4K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.3K- 68.57% |
$685K - $721K
|
8.83K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.21KNew |
$114K - $120K
|
3.21K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-402- 0.8% |
$14.3K - $15.1K
|
49.5K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.45K- 31.64% |
$51.6K - $54.4K
|
3.14K
$125K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.73KNew |
$239K - $252K
|
6.73K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.64KNew |
$271K - $286K
|
7.64K
$305K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8KNew |
$284K - $299K
|
8K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
534+ 21.0% |
$19K - $20K
|
3.08K
$123K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
12.1KNew |
$428K - $451K
|
12.1K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.7KNew |
$203K - $213K
|
5.7K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.3K- 53.58% |
$295K - $311K
|
7.19K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10K- 33.68% |
$355K - $374K
|
19.7K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.66KNew |
$130K - $137K
|
3.66K
$146K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-184- 1.03% |
$6.54K - $6.89K
|
17.7K
$708K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
14.4KNew |
$511K - $538K
|
14.4K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
47.4K+ 572.42% |
$1.68M - $1.77M
|
55.7K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
25.4K+ 419.11% |
$901K - $949K
|
31.4K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15.6K+ 45.43% |
$555K - $584K
|
49.9K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10New |
$355 - $374
|
10
$399
|
|