Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.85K- 15.91% |
$226K - $257K
|
30.9K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.9KNew |
$500K - $570K
|
12.9K
$574K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.52K- 13.88% |
$136K - $155K
|
21.9K
$971K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-297- 4.95% |
$11.5K - $13.1K
|
5.7K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47.1K+ 23.61% |
$1.82M - $2.07M
|
247K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.33KNew |
$284K - $323K
|
7.33K
$326K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
802+ 0.23% |
$31K - $35.3K
|
352K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-16K- 4.72% |
$621K - $707K
|
324K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
795+ 0.78% |
$30.8K - $35K
|
103K
$4.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-503- 2.15% |
$19.5K - $22.2K
|
22.9K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-835- 9.92% |
$32.3K - $36.8K
|
7.59K
$337K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1K- 8.5% |
$38.7K - $44.1K
|
10.8K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 17.88% |
$53.7K - $61.1K
|
9.15K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.83KNew |
$264K - $301K
|
6.83K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-2.86K- 1.68% |
$110K - $126K
|
167K
$7.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
674+ 1.69% |
$26.1K - $29.7K
|
40.6K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
116K+ 1096.96% |
$4.49M - $5.11M
|
127K
$5.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.2K+ 91.32% |
$976K - $1.11M
|
52.8K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.61KNew |
$178K - $203K
|
4.61K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 0.22% |
$1.35K - $1.54K
|
16.2K
$721K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.63K- 50.83% |
$334K - $380K
|
8.35K
$371K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-250- 2.06% |
$9.68K - $11K
|
11.9K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
991+ 0.97% |
$38.4K - $43.7K
|
103K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.9K+ 7.63% |
$614K - $699K
|
224K
$9.94M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-6.67K- 8.19% |
$258K - $294K
|
74.8K
$3.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-465- 1.96% |
$18K - $20.5K
|
23.3K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 23.08% |
$11.6K - $13.2K
|
1K
$44.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.69K+ 10.47% |
$104K - $118K
|
28.4K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-24- 0.24% |
$929 - $1.06K
|
9.88K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
86+ 0.4% |
$3.33K - $3.79K
|
21.5K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.05K- 4.21% |
$40.6K - $46.3K
|
23.9K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
346+ 0.93% |
$13.4K - $15.2K
|
37.7K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.31K- 0.3% |
$50.7K - $57.7K
|
434K
$19.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-755- 2.09% |
$29.2K - $33.3K
|
35.3K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.65K+ 5.71% |
$103K - $117K
|
49.1K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11- 0.02% |
$426 - $485
|
50.1K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-330- 1.33% |
$12.8K - $14.5K
|
24.5K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.95K- 2.18% |
$75.5K - $85.9K
|
87.4K
$3.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.1K+ 155.93% |
$1.79M - $2.03M
|
75.7K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.26K- 12.97% |
$126K - $144K
|
21.9K
$972K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-183- 0.1% |
$7.08K - $8.06K
|
191K
$8.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-177K- 40.7% |
$6.85M - $7.8M
|
258K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.99K- 18.47% |
$116K - $132K
|
13.2K
$586K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.14K+ 76.94% |
$160K - $183K
|
9.53K
$423K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 7.37% |
$82.3K - $93.7K
|
26.7K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-25.1K- 15.95% |
$970K - $1.1M
|
132K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.8% |
$62.1K - $70.7K
|
22K
$978K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-4.21K- 14.65% |
$163K - $185K
|
24.5K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.19K- 2.55% |
$162K - $185K
|
160K
$7.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.37K- 6.49% |
$53K - $60.3K
|
19.8K
$877K
|