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 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 16.69% |
$10K - $11.4K
|
1.5K
$58K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-257- 3.58% |
$8.6K - $9.77K
|
6.92K
$268K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-211- 0.38% |
$7.06K - $8.02K
|
56K
$2.17M
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-154- 12.54% |
$5.15K - $5.85K
|
1.07K
$41.6K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-135- 0.77% |
$4.52K - $5.13K
|
17.3K
$671K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 1.21% |
$4.02K - $4.56K
|
9.8K
$380K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-116- 1.72% |
$3.88K - $4.41K
|
6.62K
$256K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-98- 0.86% |
$3.28K - $3.72K
|
11.4K
$440K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-85- 1.12% |
$2.84K - $3.23K
|
7.48K
$290K
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-85- 0.29% |
$2.84K - $3.23K
|
28.8K
$1.12M
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-55- 0.63% |
$1.84K - $2.09K
|
8.67K
$336K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-52- 0.13% |
$1.74K - $1.98K
|
39K
$1.51M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-41- 52.56% |
$1.37K - $1.56K
|
37
$1.43K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$33.5 - $38
|
39.3K
$1.52M
|
|
Q1 2025 | |||||||
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 37.03% |
$1.03M - $1.08M
|
49.2K
$1.91M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.3K- 68.57% |
$685K - $721K
|
8.83K
$342K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 75.9% |
$415K - $438K
|
3.71K
$144K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10K- 33.68% |
$355K - $374K
|
19.7K
$763K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.3K- 53.58% |
$295K - $311K
|
7.19K
$278K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.9K- 14.25% |
$281K - $296K
|
47.5K
$1.84M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.76K- 16.79% |
$276K - $291K
|
38.5K
$1.49M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.6K- 47.76% |
$270K - $284K
|
8.31K
$322K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.5K- 24.19% |
$267K - $281K
|
23.5K
$910K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.9K- 2.02% |
$245K - $258K
|
334K
$12.9M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.43K- 9.11% |
$193K - $203K
|
54.2K
$2.1M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.1K- 34.96% |
$110K - $116K
|
5.77K
$224K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.05K- 37.87% |
$108K - $114K
|
5K
$194K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.04K- 25.25% |
$108K - $114K
|
8.99K
$348K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.5K- 43.51% |
$53.4K - $56.2K
|
1.95K
$75.5K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.45K- 31.64% |
$51.6K - $54.4K
|
3.14K
$121K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-889- 6.92% |
$31.6K - $33.3K
|
12K
$463K
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-770- 1.78% |
$27.4K - $28.8K
|
42.5K
$1.65M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-402- 0.8% |
$14.3K - $15.1K
|
49.5K
$1.92M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-184- 1.03% |
$6.54K - $6.89K
|
17.7K
$687K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-138- 0.94% |
$4.9K - $5.17K
|
14.6K
$565K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-135- 54.0% |
$4.8K - $5.05K
|
115
$4.45K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-128- 2.15% |
$4.55K - $4.79K
|
5.82K
$225K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-56- 0.05% |
$1.99K - $2.1K
|
104K
$4.02M
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.81K- 59.56% |
$316K - $325K
|
5.98K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.12KClosed |
$220K - $225K
|
0
$0
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.29K- 21.02% |
$118K - $121K
|
12.4K
$479K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-650- 46.43% |
$23.4K - $24K
|
750
$29K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-352- 2.4% |
$12.7K - $13K
|
14.3K
$553K
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-42- 0.31% |
$1.51K - $1.55K
|
13.7K
$529K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.93K- 3.47% |
$306K - $322K
|
249K
$9.64M
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.71K- 19.93% |
$58.7K - $61.7K
|
6.88K
$267K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.1K- 8.47% |
$37.6K - $39.5K
|
11.8K
$458K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-590- 6.21% |
$20.2K - $21.3K
|
8.92K
$345K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-345- 5.43% |
$11.8K - $12.4K
|
6.01K
$233K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 1.67% |
$11K - $11.5K
|
18.8K
$728K
|