Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.15K+ 9.01% |
$88.3K - $92.9K
|
26K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.77K+ 28.89% |
$72.6K - $76.4K
|
7.88K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.74K+ 4.15% |
$71.7K - $75.4K
|
43.7K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.72K+ 8.58% |
$70.7K - $74.4K
|
21.8K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.47K+ 13.36% |
$60.2K - $63.4K
|
12.4K
$552K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 17.97% |
$47.3K - $49.7K
|
7.55K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.04K+ 19.47% |
$42.7K - $44.9K
|
6.37K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
912+ 2.7% |
$37.5K - $39.4K
|
34.6K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
800+ 5.32% |
$32.9K - $34.6K
|
15.8K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
689+ 14.07% |
$28.3K - $29.8K
|
5.59K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
631+ 2.85% |
$25.9K - $27.3K
|
22.8K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
550+ 10.38% |
$22.6K - $23.8K
|
5.85K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
542+ 182.49% |
$22.3K - $23.4K
|
839
$37.3K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
541+ 1.26% |
$22.2K - $23.4K
|
43.5K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
477New |
$19.6K - $20.6K
|
477
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
403+ 52.0% |
$16.6K - $17.4K
|
1.18K
$52.3K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
354+ 5.67% |
$14.5K - $15.3K
|
6.6K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
326New |
$13.4K - $14.1K
|
326
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
250+ 0.5% |
$10.3K - $10.8K
|
50.5K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141+ 39.28% |
$5.79K - $6.1K
|
500
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
114+ 1.39% |
$4.68K - $4.93K
|
8.33K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
104New |
$4.27K - $4.5K
|
104
$4.62K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.38% |
$1.44K - $1.51K
|
9.21K
$409K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$123 - $130
|
3
$133
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$41.1 - $43.2
|
9.28K
$412K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.3K+ 4.89% |
$2.19M - $2.25M
|
1.14M
$50.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.1K+ 195.56% |
$1.69M - $1.74M
|
62.1K
$2.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
19.4KNew |
$800K - $821K
|
19.4K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15.6K+ 237.98% |
$640K - $657K
|
22.1K
$981K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.2KNew |
$338K - $347K
|
8.2K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.75KNew |
$237K - $243K
|
5.75K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.5K+ 275.55% |
$226K - $232K
|
7.5K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.4KNew |
$222K - $228K
|
5.4K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$196K - $201K
|
4.76K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$86.4K - $88.7K
|
2.1K
$93.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.03KNew |
$83.4K - $85.6K
|
2.03K
$90K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.8K+ 13.97% |
$74.1K - $76.1K
|
14.7K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.18KNew |
$48.4K - $49.6K
|
1.18K
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
334New |
$13.7K - $14.1K
|
334
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204New |
$8.4K - $8.62K
|
204
$9.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
109New |
$4.49K - $4.61K
|
109
$4.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.03% |
$123 - $127
|
11.9K
$529K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9K+ 67.55% |
$585K - $615K
|
36.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$272K - $286K
|
6.91K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.93KNew |
$233K - $245K
|
5.93K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5KNew |
$197K - $207K
|
5K
$222K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
340New |
$13.4K - $14K
|
340
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
338New |
$13.3K - $14K
|
338
$15K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
194+ 0.6% |
$7.63K - $8.02K
|
32.5K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3+ 0.05% |
$118 - $124
|
5.72K
$254K
|
|