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 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
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.5K+ 14.62% |
$61.6K - $64.9K
|
11.8K
$522K
|
|
|
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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 1.25% |
$52K - $54.7K
|
102K
$4.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.17K+ 7.72% |
$47.9K - $50.4K
|
16.3K
$722K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 17.97% |
$47.3K - $49.7K
|
7.55K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 2.92% |
$43.5K - $45.7K
|
37.3K
$1.66M
|
|
|
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
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
781+ 1.71% |
$32.1K - $33.8K
|
46.5K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
715+ 1.34% |
$29.4K - $30.9K
|
54.1K
$2.4M
|
|
|
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 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
488+ 2.0% |
$20.1K - $21.1K
|
24.9K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
477New |
$19.6K - $20.6K
|
477
$21.2K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
423+ 3.7% |
$17.4K - $18.3K
|
11.9K
$527K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
309+ 0.78% |
$12.7K - $13.4K
|
39.9K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
250+ 0.5% |
$10.3K - $10.8K
|
50.5K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
219+ 0.05% |
$9K - $9.47K
|
435K
$19.3M
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 1.54% |
$41.1 - $43.2
|
64
$2.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5- 0.08% |
$205 - $216
|
6.28K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28- 0.3% |
$1.15K - $1.21K
|
9.38K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.39% |
$1.64K - $1.73K
|
10.2K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-57- 0.09% |
$2.34K - $2.46K
|
60.9K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-67- 0.04% |
$2.75K - $2.9K
|
191K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-139- 28.72% |
$5.71K - $6.01K
|
345
$15.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-160- 0.67% |
$6.57K - $6.92K
|
23.6K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-240- 0.94% |
$9.86K - $10.4K
|
25.4K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-240- 3.97% |
$9.86K - $10.4K
|
5.8K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-277- 1.67% |
$11.4K - $12K
|
16.3K
$725K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-293- 3.21% |
$12K - $12.7K
|
8.84K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-348- 3.8% |
$14.3K - $15K
|
8.81K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-437- 5.86% |
$18K - $18.9K
|
7.02K
$312K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-439- 1.33% |
$18K - $19K
|
32.6K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-476- 1.99% |
$19.6K - $20.6K
|
23.4K
$1.04M
|