Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
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 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.7K+ 7.1% |
$390K - $444K
|
176K
$6.69M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.26KNew |
$276K - $314K
|
8.26K
$314K
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$184K - $209K
|
5.5K
$209K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.69K+ 12.33% |
$89.9K - $102K
|
24.5K
$930K
|
|
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 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.2KNew |
$40.2K - $45.6K
|
1.2K
$45.6K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
770+ 1.17% |
$25.8K - $29.3K
|
66.8K
$2.54M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
700New |
$23.4K - $26.6K
|
700
$26.6K
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
650+ 0.89% |
$21.7K - $24.7K
|
73.3K
$2.78M
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
342+ 0.42% |
$11.4K - $13K
|
81.6K
$3.1M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
281+ 2.56% |
$9.4K - $10.7K
|
11.3K
$428K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
958K+ 34.75% |
$34.1M - $35.9M
|
3.72M
$141M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
867K+ 605.36% |
$30.8M - $32.5M
|
1.01M
$38.4M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
736K+ 183.92% |
$26.2M - $27.6M
|
1.14M
$43.2M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
363K+ 389.24% |
$12.9M - $13.6M
|
456K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
326KNew |
$11.6M - $12.2M
|
326K
$12.4M
|
|
Jul 17, 2025
Q1 2025
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
324KNew |
$11.5M - $12.1M
|
324K
$12.3M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
213K+ 1337.95% |
$7.55M - $7.96M
|
228K
$8.68M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 194.59% |
$5.04M - $5.31M
|
215K
$8.16M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 50.65% |
$4.72M - $4.98M
|
395K
$15M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
110K+ 50.23% |
$3.91M - $4.12M
|
329K
$12.5M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.4K+ 82.56% |
$3.43M - $3.61M
|
213K
$8.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 45.29% |
$2.77M - $2.92M
|
250K
$9.51M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
69.4KNew |
$2.47M - $2.6M
|
69.4K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57.3K+ 42.61% |
$2.04M - $2.15M
|
192K
$7.29M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
54.7KNew |
$1.95M - $2.05M
|
54.7K
$2.08M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
51.4KNew |
$1.83M - $1.92M
|
51.4K
$1.95M
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
51.4KNew |
$1.83M - $1.92M
|
51.4K
$1.95M
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
49.1KNew |
$1.74M - $1.84M
|
49.1K
$1.86M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
49K+ 130.37% |
$1.74M - $1.83M
|
86.5K
$3.29M
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
47.4K+ 572.42% |
$1.68M - $1.77M
|
55.7K
$2.11M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 43.51% |
$1.68M - $1.77M
|
156K
$5.93M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.9K+ 3.59% |
$1.63M - $1.72M
|
1.33M
$50.3M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
45.3K+ 614.24% |
$1.61M - $1.7M
|
52.7K
$2M
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.46M - $1.54M
|
41K
$1.56M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40.6K+ 314.06% |
$1.44M - $1.52M
|
53.5K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.5K+ 141.08% |
$1.44M - $1.52M
|
69.2K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34.3KNew |
$1.22M - $1.29M
|
34.3K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
31.3K+ 61.4% |
$1.11M - $1.17M
|
82.3K
$3.13M
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
28.9KNew |
$1.03M - $1.08M
|
28.9K
$1.1M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
26.3KNew |
$936K - $986K
|
26.3K
$1M
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
25.4K+ 419.11% |
$901K - $949K
|
31.4K
$1.19M
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
24.4K+ 1690.52% |
$868K - $915K
|
25.9K
$983K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.4KNew |
$867K - $913K
|
24.4K
$926K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
23.9K+ 78.26% |
$850K - $895K
|
54.5K
$2.07M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.7K+ 138.36% |
$806K - $849K
|
39.1K
$1.48M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5K+ 221.68% |
$765K - $806K
|
31.2K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21K+ 31.38% |
$746K - $786K
|
87.9K
$3.34M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
18.7K+ 98.47% |
$666K - $702K
|
37.8K
$1.43M
|