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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.4K- 21.55% |
$57.7K - $60.7K
|
5.11K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-439- 1.33% |
$18K - $19K
|
32.6K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-348- 3.8% |
$14.3K - $15K
|
8.81K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-293- 3.21% |
$12K - $12.7K
|
8.84K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-240- 3.97% |
$9.86K - $10.4K
|
5.8K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-139- 28.72% |
$5.71K - $6.01K
|
345
$15.7K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.39% |
$1.64K - $1.73K
|
10.2K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28- 0.3% |
$1.15K - $1.21K
|
9.38K
$427K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.66K- 28.06% |
$274K - $281K
|
17.1K
$776K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6KClosed |
$247K - $254K
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2K- 4.85% |
$82.3K - $84.5K
|
39.2K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-480- 19.4% |
$19.8K - $20.3K
|
1.99K
$90.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-332- 3.56% |
$13.7K - $14K
|
9.01K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-229- 1.53% |
$9.43K - $9.68K
|
14.7K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56- 0.68% |
$2.3K - $2.37K
|
8.2K
$373K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-122K- 17.16% |
$4.81M - $5.05M
|
590K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.85K- 40.76% |
$230K - $242K
|
8.5K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.69K- 9.09% |
$145K - $153K
|
36.9K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.83K- 3.14% |
$71.8K - $75.5K
|
56.2K
$2.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.59K- 10.57% |
$62.4K - $65.6K
|
13.4K
$611K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-315- 2.52% |
$12.4K - $13K
|
12.2K
$554K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-275- 3.8% |
$10.8K - $11.4K
|
6.96K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-200- 3.38% |
$7.86K - $8.26K
|
5.72K
$260K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-41.3K- 9.57% |
$1.58M - $1.66M
|
391K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-5.53K- 60.94% |
$211K - $223K
|
3.55K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 37.54% |
$174K - $184K
|
7.6K
$346K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.66K- 14.32% |
$101K - $107K
|
15.9K
$722K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.62K- 8.29% |
$62K - $65.3K
|
17.9K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 25.8% |
$61K - $64.3K
|
4.59K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44K- 0.62% |
$55.1K - $58.1K
|
231K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-910- 9.71% |
$34.8K - $36.6K
|
8.46K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-269- 2.22% |
$10.3K - $10.8K
|
11.8K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40- 0.04% |
$1.53K - $1.61K
|
102K
$4.65M
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-24.5K- 3.12% |
$903K - $958K
|
760K
$34.6M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.97K- 20.31% |
$72.5K - $76.9K
|
7.71K
$351K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-500- 3.42% |
$16.9K - $18.6K
|
14.1K
$641K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-31- 0.26% |
$1.05K - $1.15K
|
12K
$544K
|
|
| Q2 2023 | |||||||
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-318- 9.97% |
$10.5K - $11.2K
|
2.87K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 1.29% |
$6.62K - $7.02K
|
15.3K
$694K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-84- 0.13% |
$2.78K - $2.95K
|
64.7K
$2.94M
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 58.76% |
$95.2K - $101K
|
2.13K
$96.7K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-587- 7.87% |
$18.4K - $19.6K
|
6.87K
$312K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-118- 5.39% |
$3.71K - $3.93K
|
2.07K
$94.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.7K- 5.19% |
$313K - $345K
|
195K
$8.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 14.03% |
$70.2K - $77.5K
|
14.6K
$666K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-114- 0.93% |
$3.35K - $3.69K
|
12.2K
$554K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-60.5K- 68.93% |
$1.78M - $1.94M
|
27.3K
$1.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-12.1K- 1.53% |
$356K - $388K
|
778K
$35.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.97K- 16.03% |
$87.5K - $95.4K
|
15.6K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-750- 23.08% |
$22.1K - $24.1K
|
2.5K
$114K
|
|