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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
250+ 0.5% |
$10.3K - $10.8K
|
50.5K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
800+ 5.32% |
$32.9K - $34.6K
|
15.8K
$703K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60.8K+ 43.85% |
$2.5M - $2.63M
|
199K
$8.86M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
9.59K+ 24.46% |
$394K - $415K
|
48.8K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
37.3KNew |
$1.53M - $1.61M
|
37.3K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 17.5% |
$104K - $110K
|
12K
$531K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.5K- 8.67% |
$144K - $151K
|
36.9K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 26.42% |
$152K - $160K
|
17.7K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.08K- 7.66% |
$167K - $176K
|
49.2K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.82KNew |
$239K - $252K
|
5.82K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
477New |
$19.6K - $20.6K
|
477
$21.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$41.1 - $43.2
|
9.28K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
757K+ 1086.23% |
$31.1M - $32.7M
|
826K
$36.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42.4K- 84.16% |
$1.74M - $1.83M
|
7.99K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
109K+ 121.37% |
$4.5M - $4.73M
|
200K
$8.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.1K+ 21.12% |
$2.3M - $2.42M
|
321K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40K+ 3.59% |
$1.64M - $1.73M
|
1.16M
$51.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-4.98K- 62.68% |
$204K - $215K
|
2.96K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.54K+ 9.96% |
$145K - $153K
|
39K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.59K- 4.11% |
$147K - $155K
|
83.7K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.72K+ 8.58% |
$70.7K - $74.4K
|
21.8K
$968K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.08KNew |
$250K - $263K
|
6.08K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 3.53% |
$47.6K - $50.1K
|
31.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-277- 1.67% |
$11.4K - $12K
|
16.3K
$725K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.39K+ 5.86% |
$139K - $147K
|
61.3K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13K- 72.71% |
$533K - $561K
|
4.87K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
5.72KNew |
$235K - $248K
|
5.72K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.77K+ 28.89% |
$72.6K - $76.4K
|
7.88K
$350K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.14K- 29.53% |
$88K - $92.6K
|
5.11K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.38% |
$1.44K - $1.51K
|
9.21K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22.4KNew |
$922K - $970K
|
22.4K
$996K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
19.6KNew |
$805K - $847K
|
19.6K
$870K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.39% |
$1.64K - $1.73K
|
10.2K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.01K- 1.54% |
$41.5K - $43.7K
|
64.7K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-348- 3.8% |
$14.3K - $15K
|
8.81K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
912+ 2.7% |
$37.5K - $39.4K
|
34.6K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
631+ 2.85% |
$25.9K - $27.3K
|
22.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-240- 3.97% |
$9.86K - $10.4K
|
5.8K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 13.9% |
$700K - $737K
|
140K
$6.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
271K+ 397.67% |
$11.1M - $11.7M
|
340K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5- 0.08% |
$205 - $216
|
6.28K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-437- 5.86% |
$18K - $18.9K
|
7.02K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-564- 2.35% |
$23.2K - $24.4K
|
23.4K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-992- 3.99% |
$40.8K - $42.9K
|
23.9K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14KNew |
$577K - $607K
|
14K
$624K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-240- 0.94% |
$9.86K - $10.4K
|
25.4K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43.9KNew |
$1.8M - $1.9M
|
43.9K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.97K- 53.75% |
$286K - $301K
|
6K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4.83K+ 7.47% |
$198K - $209K
|
69.5K
$3.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.42KNew |
$141K - $148K
|
3.42K
$152K
|