Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-342K- 74.88% |
$11.4M - $13M
|
115K
$4.44M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-268K- 37.13% |
$8.98M - $10.2M
|
454K
$17.6M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97.7K- 94.69% |
$3.27M - $3.71M
|
5.48K
$212K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 86.0% |
$1.52M - $1.72M
|
7.38K
$286K
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-41.6K- 1.12% |
$1.39M - $1.58M
|
3.67M
$142M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.5K- 6.95% |
$986K - $1.12M
|
395K
$15.3M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.9K- 78.72% |
$900K - $1.02M
|
7.27K
$281K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-21.3K- 2.11% |
$712K - $808K
|
989K
$38.3M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.3K- 41.93% |
$679K - $772K
|
28.1K
$1.09M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17K- 4.31% |
$570K - $648K
|
378K
$14.7M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.7K- 8.19% |
$526K - $597K
|
176K
$6.82M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.2K- 69.59% |
$507K - $576K
|
6.62K
$256K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-14K- 27.24% |
$468K - $532K
|
37.4K
$1.45M
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.8K- 66.68% |
$462K - $524K
|
6.89K
$267K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 11.38% |
$459K - $521K
|
107K
$4.14M
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-12.5K- 49.34% |
$417K - $473K
|
12.8K
$495K
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.69K- 11.44% |
$324K - $368K
|
75K
$2.91M
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-7.21K- 15.6% |
$241K - $274K
|
39K
$1.51M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.36K- 12.37% |
$213K - $242K
|
45.1K
$1.75M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.07K- 92.81% |
$203K - $231K
|
470
$18.2K
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.67K- 5.37% |
$190K - $215K
|
99.9K
$3.87M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.5K- 3.57% |
$184K - $209K
|
148K
$5.74M
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.86K- 7.04% |
$129K - $147K
|
50.9K
$1.97M
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.85K- 7.57% |
$129K - $146K
|
47K
$1.82M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.8K- 10.6% |
$127K - $144K
|
32K
$1.24M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.65K- 4.9% |
$122K - $139K
|
70.7K
$2.74M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 17.63% |
$116K - $131K
|
16.1K
$625K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.08K- 3.27% |
$103K - $117K
|
91K
$3.52M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.96K- 0.88% |
$98.9K - $112K
|
331K
$12.8M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 3.39% |
$93.3K - $106K
|
79.5K
$3.08M
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.52K- 18.82% |
$84.4K - $95.9K
|
10.9K
$421K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.3K- 4.84% |
$77K - $87.5K
|
45.2K
$1.75M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 3.22% |
$58.3K - $66.2K
|
52.4K
$2.03M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 4.85% |
$56.5K - $64.2K
|
33.1K
$1.28M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 1.58% |
$50K - $56.7K
|
92.9K
$3.6M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 8.39% |
$42K - $47.7K
|
13.7K
$531K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.2K- 10.53% |
$40.2K - $45.6K
|
10.2K
$395K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 7.12% |
$39.1K - $44.4K
|
15.3K
$591K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 3.39% |
$39.1K - $44.4K
|
33.3K
$1.29M
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 4.33% |
$33.5K - $38K
|
22.1K
$856K
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-917- 5.1% |
$30.7K - $34.9K
|
17.1K
$661K
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-897- 5.93% |
$30K - $34.1K
|
14.2K
$551K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-820- 6.86% |
$27.4K - $31.2K
|
11.1K
$431K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-819- 1.16% |
$27.4K - $31.1K
|
69.6K
$2.7M
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-711- 4.86% |
$23.8K - $27K
|
13.9K
$539K
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-624- 1.27% |
$20.9K - $23.7K
|
48.5K
$1.88M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-560- 5.19% |
$18.7K - $21.3K
|
10.2K
$397K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-526- 2.08% |
$17.6K - $20K
|
24.8K
$960K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-510- 1.2% |
$17.1K - $19.4K
|
41.8K
$1.62M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-505- 3.44% |
$16.9K - $19.2K
|
14.2K
$549K
|