Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
757K+ 1086.23% |
$31.1M - $32.7M
|
826K
$36.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
516K+ 362.15% |
$21.2M - $22.3M
|
658K
$29.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342K+ 368.33% |
$14.1M - $14.8M
|
435K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
336K+ 2229.99% |
$13.8M - $14.5M
|
351K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
288K+ 44.51% |
$11.8M - $12.5M
|
936K
$41.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
288K+ 35.46% |
$11.8M - $12.4M
|
1.1M
$48.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
271K+ 397.67% |
$11.1M - $11.7M
|
340K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
245KNew |
$10.1M - $10.6M
|
245K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
203K+ 38.26% |
$8.35M - $8.79M
|
734K
$32.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
109K+ 121.37% |
$4.5M - $4.73M
|
200K
$8.87M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
109K+ 874.3% |
$4.47M - $4.7M
|
121K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
107K+ 145.81% |
$4.38M - $4.61M
|
180K
$7.97M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
84.6K+ 264.36% |
$3.48M - $3.66M
|
117K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.6K+ 399.77% |
$3.31M - $3.48M
|
101K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73.3K+ 243.15% |
$3.01M - $3.17M
|
103K
$4.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
70.8K+ 82.1% |
$2.91M - $3.06M
|
157K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
61.1K+ 311.32% |
$2.51M - $2.64M
|
80.7K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60.8K+ 43.85% |
$2.5M - $2.63M
|
199K
$8.86M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
57.5K+ 11958.21% |
$2.36M - $2.49M
|
58K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.1K+ 21.12% |
$2.3M - $2.42M
|
321K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
54.7K+ 47.61% |
$2.25M - $2.37M
|
170K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
48KNew |
$1.97M - $2.08M
|
48K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45K+ 29.17% |
$1.85M - $1.95M
|
199K
$8.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
45K+ 78.77% |
$1.85M - $1.94M
|
102K
$4.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43.9KNew |
$1.8M - $1.9M
|
43.9K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40K+ 3.59% |
$1.64M - $1.73M
|
1.16M
$51.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
37.3KNew |
$1.53M - $1.61M
|
37.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
37K+ 0.96% |
$1.52M - $1.6M
|
3.9M
$173M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
33.5KNew |
$1.38M - $1.45M
|
33.5K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
33.5K+ 38.27% |
$1.38M - $1.45M
|
121K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
33.5KNew |
$1.38M - $1.45M
|
33.5K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
28.7KNew |
$1.18M - $1.24M
|
28.7K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
27.2KNew |
$1.12M - $1.18M
|
27.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
26KNew |
$1.07M - $1.13M
|
26K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
25.8KNew |
$1.06M - $1.12M
|
25.8K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25.2KNew |
$1.03M - $1.09M
|
25.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3KNew |
$1M - $1.05M
|
24.3K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22.4KNew |
$922K - $970K
|
22.4K
$996K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21KNew |
$865K - $910K
|
21K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.4KNew |
$840K - $884K
|
20.4K
$908K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
19.6KNew |
$805K - $847K
|
19.6K
$870K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.9K+ 9.98% |
$776K - $817K
|
208K
$9.24M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
18K+ 126.49% |
$738K - $777K
|
32.2K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 13.9% |
$700K - $737K
|
140K
$6.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15K+ 42.82% |
$618K - $650K
|
50.1K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 12.07% |
$611K - $643K
|
138K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
14.4K+ 56.19% |
$592K - $623K
|
40K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14.2K+ 37.12% |
$582K - $612K
|
52.3K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14KNew |
$577K - $607K
|
14K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.9K+ 102.0% |
$573K - $603K
|
27.6K
$1.23M
|