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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-162- 0.9% |
$6.27K - $7.14K
|
17.9K
$816K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-183- 0.1% |
$7.08K - $8.06K
|
191K
$8.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-217- 0.44% |
$8.4K - $9.56K
|
48.6K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-250- 2.06% |
$9.68K - $11K
|
11.9K
$540K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-297- 4.95% |
$11.5K - $13.1K
|
5.7K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 23.08% |
$11.6K - $13.2K
|
1K
$45.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-303- 1.48% |
$11.7K - $13.3K
|
20.1K
$915K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-325- 1.33% |
$12.6K - $14.3K
|
24.2K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-330- 1.33% |
$12.8K - $14.5K
|
24.5K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-332- 1.05% |
$12.8K - $14.6K
|
31.3K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-435- 8.18% |
$16.8K - $19.2K
|
4.89K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-465- 1.96% |
$18K - $20.5K
|
23.3K
$1.06M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-488- 0.78% |
$18.9K - $21.5K
|
62K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-503- 2.15% |
$19.5K - $22.2K
|
22.9K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-710- 7.71% |
$27.5K - $31.3K
|
8.5K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-755- 2.09% |
$29.2K - $33.3K
|
35.3K
$1.61M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-788- 6.64% |
$30.5K - $34.7K
|
11.1K
$504K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-824- 1.75% |
$31.9K - $36.3K
|
46.4K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-835- 9.92% |
$32.3K - $36.8K
|
7.59K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-845- 2.16% |
$32.7K - $37.2K
|
38.2K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-919- 11.04% |
$35.6K - $40.5K
|
7.41K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1K- 0.94% |
$38.7K - $44.1K
|
106K
$4.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1K- 8.5% |
$38.7K - $44.1K
|
10.8K
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.05K- 4.21% |
$40.6K - $46.3K
|
23.9K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.19K- 12.64% |
$46.1K - $52.5K
|
8.23K
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.31K- 0.3% |
$50.7K - $57.7K
|
434K
$19.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.37K- 6.49% |
$53K - $60.3K
|
19.8K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.38K- 2.8% |
$53.3K - $60.6K
|
47.8K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 13.31% |
$61.6K - $70.2K
|
10.4K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.8% |
$62.1K - $70.7K
|
22K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.71K- 0.7% |
$66K - $75.1K
|
243K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.93K- 15.91% |
$74.7K - $85K
|
10.2K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.95K- 2.18% |
$75.5K - $85.9K
|
87.4K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.1K- 4.16% |
$81.3K - $92.5K
|
48.4K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 7.37% |
$82.3K - $93.7K
|
26.7K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-2.86K- 1.68% |
$110K - $126K
|
167K
$7.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-2.9K- 12.38% |
$112K - $128K
|
20.5K
$934K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.99K- 18.47% |
$116K - $132K
|
13.2K
$600K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.11K- 1.56% |
$120K - $137K
|
197K
$8.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.26K- 12.97% |
$126K - $144K
|
21.9K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.5K- 7.28% |
$135K - $154K
|
44.5K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.52K- 13.88% |
$136K - $155K
|
21.9K
$994K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-3.8K- 7.53% |
$147K - $167K
|
46.6K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4K- 1.07% |
$155K - $176K
|
370K
$16.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.02K- 3.45% |
$156K - $177K
|
113K
$5.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.19K- 2.55% |
$162K - $185K
|
160K
$7.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-4.21K- 14.65% |
$163K - $185K
|
24.5K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 3.22% |
$172K - $196K
|
133K
$6.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.1K- 24.21% |
$197K - $225K
|
16K
$725K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.85K- 15.91% |
$226K - $257K
|
30.9K
$1.41M
|