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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.5K- 6.95% |
$986K - $1.12M
|
395K
$15M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.5K- 3.57% |
$184K - $209K
|
148K
$5.63M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 17.63% |
$116K - $131K
|
16.1K
$613K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 1.58% |
$50K - $56.7K
|
92.9K
$3.53M
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-917- 5.1% |
$30.7K - $34.9K
|
17.1K
$649K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-819- 1.16% |
$27.4K - $31.1K
|
69.6K
$2.64M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-336- 2.91% |
$11.2K - $12.8K
|
11.2K
$426K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-322- 1.67% |
$10.8K - $12.2K
|
19K
$722K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 16.69% |
$10K - $11.4K
|
1.5K
$56.9K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-98- 0.86% |
$3.28K - $3.72K
|
11.4K
$431K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-30.3K- 26.88% |
$1.08M - $1.13M
|
82.3K
$3.13M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 37.03% |
$1.03M - $1.08M
|
49.2K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-26K- 66.5% |
$923K - $972K
|
13.1K
$497K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.3K- 68.57% |
$685K - $721K
|
8.83K
$336K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 75.9% |
$415K - $438K
|
3.71K
$141K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.7K- 36.38% |
$381K - $401K
|
18.7K
$712K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10K- 33.68% |
$355K - $374K
|
19.7K
$748K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.3K- 53.58% |
$295K - $311K
|
7.19K
$273K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.9K- 14.25% |
$281K - $296K
|
47.5K
$1.81M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.76K- 16.79% |
$276K - $291K
|
38.5K
$1.46M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.6K- 47.76% |
$270K - $284K
|
8.31K
$316K
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-7.54K- 12.91% |
$268K - $282K
|
50.9K
$1.93M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.5K- 24.19% |
$267K - $281K
|
23.5K
$893K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.9K- 2.02% |
$245K - $258K
|
334K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.54K- 43.55% |
$197K - $207K
|
7.18K
$273K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.43K- 9.11% |
$193K - $203K
|
54.2K
$2.06M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.42K- 11.0% |
$157K - $166K
|
35.8K
$1.36M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.1K- 34.96% |
$110K - $116K
|
5.77K
$219K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.05K- 37.87% |
$108K - $114K
|
5K
$190K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.04K- 25.25% |
$108K - $114K
|
8.99K
$342K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.83K- 2.92% |
$101K - $106K
|
94K
$3.57M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.74K- 11.69% |
$97.3K - $103K
|
20.7K
$786K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.51K- 4.14% |
$53.5K - $56.3K
|
34.8K
$1.32M
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.5K- 43.51% |
$53.4K - $56.2K
|
1.95K
$74.1K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.45K- 31.64% |
$51.6K - $54.4K
|
3.14K
$119K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 10.9% |
$46.9K - $49.5K
|
10.8K
$410K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 2.97% |
$46.1K - $48.5K
|
42.4K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-889- 6.92% |
$31.6K - $33.3K
|
12K
$454K
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-770- 1.78% |
$27.4K - $28.8K
|
42.5K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-663- 1.27% |
$23.6K - $24.8K
|
51.5K
$1.95M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-608- 6.57% |
$21.6K - $22.8K
|
8.64K
$328K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-572- 1.65% |
$20.3K - $21.4K
|
34.2K
$1.3M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-474- 6.19% |
$16.8K - $17.7K
|
7.18K
$273K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-464- 2.98% |
$16.5K - $17.4K
|
15.1K
$574K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-402- 0.8% |
$14.3K - $15.1K
|
49.5K
$1.88M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-275- 0.43% |
$9.77K - $10.3K
|
64.2K
$2.44M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-184- 1.03% |
$6.54K - $6.89K
|
17.7K
$674K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-163- 0.19% |
$5.79K - $6.1K
|
84.7K
$3.22M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-138- 0.94% |
$4.9K - $5.17K
|
14.6K
$554K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-135- 54.0% |
$4.8K - $5.05K
|
115
$4.37K
|