Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.14K+ 76.94% |
$160K - $183K
|
9.53K
$420K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
616+ 1.14% |
$23.8K - $27.1K
|
54.7K
$2.41M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-788- 6.64% |
$30.5K - $34.7K
|
11.1K
$487K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.37K- 6.49% |
$53K - $60.3K
|
19.8K
$870K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.8% |
$62.1K - $70.7K
|
22K
$969K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 7.37% |
$82.3K - $93.7K
|
26.7K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.99K- 18.47% |
$116K - $132K
|
13.2K
$580K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.19K- 2.55% |
$162K - $185K
|
160K
$7.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-4.21K- 14.65% |
$163K - $185K
|
24.5K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-25.1K- 15.95% |
$970K - $1.1M
|
132K
$5.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-177K- 40.7% |
$6.85M - $7.8M
|
258K
$11.4M
|