Latest Institutional Sells 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 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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-177K- 40.7% |
$6.85M - $7.8M
|
258K
$11.4M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-25.1K- 15.95% |
$970K - $1.1M
|
132K
$5.81M
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-4.21K- 14.65% |
$163K - $185K
|
24.5K
$1.08M
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.19K- 2.55% |
$162K - $185K
|
160K
$7.05M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.99K- 18.47% |
$116K - $132K
|
13.2K
$580K
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 7.37% |
$82.3K - $93.7K
|
26.7K
$1.18M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.8% |
$62.1K - $70.7K
|
22K
$969K
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.37K- 6.49% |
$53K - $60.3K
|
19.8K
$870K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-788- 6.64% |
$30.5K - $34.7K
|
11.1K
$487K
|
|
Q1 2025 | |||||||
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-202K- 44.84% |
$8.32M - $8.75M
|
249K
$11M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-59.8K- 72.45% |
$2.46M - $2.58M
|
22.7K
$1M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42.4K- 84.16% |
$1.74M - $1.83M
|
7.99K
$352K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 15.18% |
$1.54M - $1.62M
|
210K
$9.24M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.8K- 19.44% |
$1.39M - $1.46M
|
140K
$6.17M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.2K- 29.27% |
$544K - $573K
|
32K
$1.41M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13K- 72.71% |
$533K - $561K
|
4.87K
$214K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.98K- 50.06% |
$328K - $345K
|
7.96K
$350K
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7.86K- 99.76% |
$323K - $340K
|
19
$836
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.53K- 49.24% |
$309K - $326K
|
7.76K
$342K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7.23K- 2.62% |
$297K - $313K
|
269K
$11.8M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7.11K- 9.94% |
$292K - $307K
|
64.4K
$2.83M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.97K- 53.75% |
$286K - $301K
|
6K
$264K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.78K- 41.28% |
$237K - $250K
|
8.22K
$362K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-5.29K- 6.1% |
$217K - $229K
|
81.4K
$3.58M
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-4.98K- 62.68% |
$204K - $215K
|
2.96K
$130K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.08K- 7.66% |
$167K - $176K
|
49.2K
$2.16M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.59K- 4.11% |
$147K - $155K
|
83.7K
$3.69M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.5K- 8.67% |
$144K - $151K
|
36.9K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.98K- 16.05% |
$122K - $129K
|
15.6K
$686K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.81K- 2.57% |
$116K - $122K
|
107K
$4.7M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 17.5% |
$104K - $110K
|
12K
$527K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.54K- 26.73% |
$104K - $110K
|
6.95K
$306K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.48KClosed |
$102K - $107K
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.14K- 29.53% |
$88K - $92.6K
|
5.11K
$225K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.13K- 13.3% |
$87.6K - $92.2K
|
13.9K
$612K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.68K- 4.67% |
$69.2K - $72.8K
|
34.4K
$1.51M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 18.66% |
$63.7K - $67.1K
|
6.76K
$298K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.5K- 7.66% |
$61.6K - $64.9K
|
18.1K
$797K
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 1.26% |
$58.8K - $61.9K
|
112K
$4.94M
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.4K- 21.55% |
$57.7K - $60.7K
|
5.11K
$225K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.21K- 3.19% |
$49.7K - $52.3K
|
36.7K
$1.62M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 3.53% |
$47.6K - $50.1K
|
31.6K
$1.39M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.01K- 1.54% |
$41.5K - $43.7K
|
64.7K
$2.85M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-992- 3.99% |
$40.8K - $42.9K
|
23.9K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-926- 14.82% |
$38K - $40K
|
5.32K
$234K
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-825- 6.37% |
$33.9K - $35.7K
|
12.1K
$534K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-750- 2.08% |
$30.8K - $32.4K
|
35.3K
$1.56M
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-637- 0.37% |
$26.2K - $27.5K
|
170K
$7.46M
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-580- 2.21% |
$23.8K - $25.1K
|
25.7K
$1.13M
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-564- 2.35% |
$23.2K - $24.4K
|
23.4K
$1.03M
|