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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13.7KNew |
$561K - $591K
|
13.7K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
12.5KNew |
$513K - $539K
|
12.5K
$554K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.2K+ 34.95% |
$502K - $528K
|
47.2K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.1K+ 27.11% |
$495K - $521K
|
56.5K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 37.1% |
$469K - $494K
|
42.2K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
10.4K+ 71.64% |
$425K - $448K
|
24.8K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.2K+ 14.94% |
$419K - $441K
|
78.4K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
9.59K+ 24.46% |
$394K - $415K
|
48.8K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.25K+ 71.88% |
$380K - $400K
|
22.1K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.02KNew |
$371K - $390K
|
9.02K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.42K+ 10.41% |
$346K - $364K
|
89.3K
$3.97M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.38K+ 21.44% |
$344K - $362K
|
47.5K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.22K+ 15.13% |
$338K - $355K
|
62.5K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.83KNew |
$322K - $339K
|
7.83K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.63K+ 25.3% |
$314K - $330K
|
37.8K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$300K - $316K
|
7.3K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6.87K+ 7.07% |
$282K - $297K
|
104K
$4.62M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.3K+ 5.0% |
$259K - $272K
|
132K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.23KNew |
$256K - $269K
|
6.23K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.08KNew |
$250K - $263K
|
6.08K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.93KNew |
$244K - $256K
|
5.93K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.82KNew |
$239K - $252K
|
5.82K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
5.72KNew |
$235K - $248K
|
5.72K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.55KNew |
$228K - $240K
|
5.55K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.4KNew |
$222K - $234K
|
5.4K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.39KNew |
$222K - $233K
|
5.39K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.33K+ 45.79% |
$219K - $231K
|
17K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.18KNew |
$213K - $224K
|
5.18K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.05KNew |
$207K - $218K
|
5.05K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.94K+ 7.4% |
$203K - $214K
|
71.7K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.9KNew |
$201K - $212K
|
4.9K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4.83K+ 7.47% |
$198K - $209K
|
69.5K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.57K+ 28.62% |
$188K - $198K
|
20.6K
$913K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
4.53K+ 9.87% |
$186K - $196K
|
50.4K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.89K+ 70.29% |
$160K - $168K
|
9.42K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.82K+ 62.92% |
$157K - $165K
|
9.9K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 26.42% |
$152K - $160K
|
17.7K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.54K+ 6.64% |
$145K - $153K
|
56.9K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.54K+ 9.96% |
$145K - $153K
|
39K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.42KNew |
$141K - $148K
|
3.42K
$152K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.39K+ 5.86% |
$139K - $147K
|
61.3K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 11.01% |
$121K - $127K
|
29.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.55K+ 13.87% |
$105K - $110K
|
20.9K
$929K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.51K+ 42.35% |
$103K - $108K
|
8.42K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.5KNew |
$103K - $108K
|
2.5K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.36K+ 12.4% |
$97K - $102K
|
21.4K
$950K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
2.36K+ 3.73% |
$96.8K - $102K
|
65.5K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.36K+ 0.63% |
$96.8K - $102K
|
374K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.15K+ 9.01% |
$88.3K - $92.9K
|
26K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1K+ 6.18% |
$86.3K - $90.8K
|
36.1K
$1.6M
|