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 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-527- 2.45% |
$21.7K - $22.8K
|
21K
$932K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-564- 2.35% |
$23.2K - $24.4K
|
23.4K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-580- 2.21% |
$23.8K - $25.1K
|
25.7K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-637- 0.37% |
$26.2K - $27.5K
|
170K
$7.53M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-700- 2.37% |
$28.8K - $30.3K
|
28.9K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-750- 2.08% |
$30.8K - $32.4K
|
35.3K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-825- 6.37% |
$33.9K - $35.7K
|
12.1K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-926- 14.82% |
$38K - $40K
|
5.32K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-992- 3.99% |
$40.8K - $42.9K
|
23.9K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.01K- 1.54% |
$41.5K - $43.7K
|
64.7K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 3.53% |
$47.6K - $50.1K
|
31.6K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.21K- 3.19% |
$49.7K - $52.3K
|
36.7K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.4K- 21.55% |
$57.7K - $60.7K
|
5.11K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 1.26% |
$58.8K - $61.9K
|
112K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.5K- 7.66% |
$61.6K - $64.9K
|
18.1K
$804K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 18.66% |
$63.7K - $67.1K
|
6.76K
$300K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.68K- 4.67% |
$69.2K - $72.8K
|
34.4K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.13K- 13.3% |
$87.6K - $92.2K
|
13.9K
$617K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.14K- 29.53% |
$88K - $92.6K
|
5.11K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.48KClosed |
$102K - $107K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.54K- 26.73% |
$104K - $110K
|
6.95K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 17.5% |
$104K - $110K
|
12K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.81K- 2.57% |
$116K - $122K
|
107K
$4.74M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.98K- 16.05% |
$122K - $129K
|
15.6K
$692K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.5K- 8.67% |
$144K - $151K
|
36.9K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.59K- 4.11% |
$147K - $155K
|
83.7K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.08K- 7.66% |
$167K - $176K
|
49.2K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-4.98K- 62.68% |
$204K - $215K
|
2.96K
$132K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-5.29K- 6.1% |
$217K - $229K
|
81.4K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.78K- 41.28% |
$237K - $250K
|
8.22K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.97K- 53.75% |
$286K - $301K
|
6K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7.11K- 9.94% |
$292K - $307K
|
64.4K
$2.86M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7.23K- 2.62% |
$297K - $313K
|
269K
$11.9M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.53K- 49.24% |
$309K - $326K
|
7.76K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7.86K- 99.76% |
$323K - $340K
|
19
$844
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.98K- 50.06% |
$328K - $345K
|
7.96K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.2K- 40.96% |
$461K - $485K
|
16.2K
$718K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13K- 72.71% |
$533K - $561K
|
4.87K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.2K- 29.27% |
$544K - $573K
|
32K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.8K- 19.44% |
$1.39M - $1.46M
|
140K
$6.22M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 15.18% |
$1.54M - $1.62M
|
210K
$9.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42.4K- 84.16% |
$1.74M - $1.83M
|
7.99K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-59.8K- 72.45% |
$2.46M - $2.58M
|
22.7K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107K- 8.92% |
$4.38M - $4.61M
|
1.09M
$48.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-202K- 44.84% |
$8.32M - $8.75M
|
249K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-297K- 64.37% |
$12.2M - $12.8M
|
164K
$7.3M
|