Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q2 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| 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
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-98- 0.86% |
$3.28K - $3.72K
|
11.4K
$431K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 16.69% |
$10K - $11.4K
|
1.5K
$56.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-322- 1.67% |
$10.8K - $12.2K
|
19K
$722K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-336- 2.91% |
$11.2K - $12.8K
|
11.2K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-819- 1.16% |
$27.4K - $31.1K
|
69.6K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-917- 5.1% |
$30.7K - $34.9K
|
17.1K
$649K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 1.58% |
$50K - $56.7K
|
92.9K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 17.63% |
$116K - $131K
|
16.1K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.5K- 3.57% |
$184K - $209K
|
148K
$5.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.5K- 6.95% |
$986K - $1.12M
|
395K
$15M
|