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 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.44K+ 4.07% |
$55.7K - $63.3K
|
36.8K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 17.88% |
$53.7K - $61.1K
|
9.15K
$416K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.11% |
$52.2K - $59.4K
|
122K
$5.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 13.28% |
$50.9K - $57.9K
|
11.2K
$510K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.27K+ 22.86% |
$49.1K - $55.9K
|
6.82K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
991+ 0.97% |
$38.4K - $43.7K
|
103K
$4.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
908+ 0.75% |
$35.1K - $40K
|
122K
$5.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
853+ 14.03% |
$33K - $37.6K
|
6.93K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
852+ 1.37% |
$33K - $37.5K
|
63K
$2.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
802+ 0.23% |
$31K - $35.3K
|
352K
$16M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
795+ 0.78% |
$30.8K - $35K
|
103K
$4.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
706+ 216.56% |
$27.3K - $31.1K
|
1.03K
$46.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
674+ 1.69% |
$26.1K - $29.7K
|
40.6K
$1.85M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
616+ 1.14% |
$23.8K - $27.1K
|
54.7K
$2.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
385+ 5.48% |
$14.9K - $17K
|
7.41K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
381+ 595.31% |
$14.7K - $16.8K
|
445
$20.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
346+ 0.93% |
$13.4K - $15.2K
|
37.7K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
306+ 0.59% |
$11.8K - $13.5K
|
52.6K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$11.8K - $13.4K
|
304
$13.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
250+ 0.57% |
$9.68K - $11K
|
44K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
151+ 2.92% |
$5.84K - $6.65K
|
5.33K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
114New |
$4.41K - $5.02K
|
114
$5.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
94+ 0.76% |
$3.64K - $4.14K
|
12.5K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
86+ 0.4% |
$3.33K - $3.79K
|
21.5K
$977K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- -0.0% |
$38.7 - $44.1
|
40K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 0.04% |
$116 - $132
|
8.22K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.06% |
$194 - $220
|
7.83K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5- 0.08% |
$194 - $220
|
6.28K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11- 0.02% |
$426 - $485
|
50.1K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17- 0.08% |
$658 - $749
|
20.9K
$951K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-21- 0.09% |
$813 - $925
|
23.9K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-24- 0.24% |
$929 - $1.06K
|
9.88K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 0.22% |
$1.35K - $1.54K
|
16.2K
$738K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-44- 0.07% |
$1.7K - $1.94K
|
60.8K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-46Closed |
$1.78K - $2.03K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-47- 0.02% |
$1.82K - $2.07K
|
269K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-49- 0.36% |
$1.9K - $2.16K
|
13.6K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 0.16% |
$1.94K - $2.2K
|
32K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-50- 0.34% |
$1.94K - $2.2K
|
14.6K
$666K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-63- 0.39% |
$2.44K - $2.78K
|
16.3K
$740K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-65- 0.81% |
$2.52K - $2.86K
|
7.92K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-67- 0.32% |
$2.59K - $2.95K
|
20.9K
$952K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 0.2% |
$2.71K - $3.08K
|
34.6K
$1.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-73- 0.15% |
$2.83K - $3.22K
|
47.4K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-82- 0.11% |
$3.17K - $3.61K
|
71.6K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-82- 0.06% |
$3.17K - $3.61K
|
140K
$6.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-115- 0.44% |
$4.45K - $5.07K
|
25.9K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-115- 0.83% |
$4.45K - $5.07K
|
13.8K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-118- 2.11% |
$4.57K - $5.2K
|
5.47K
$249K
|