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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.85K- 13.87% |
$226K - $258K
|
36.3K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-6.67K- 8.19% |
$258K - $294K
|
74.8K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.63K- 50.83% |
$334K - $380K
|
8.35K
$380K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.2K- 23.33% |
$510K - $581K
|
43.3K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.2K- 35.01% |
$590K - $672K
|
28.3K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-16K- 4.72% |
$621K - $707K
|
324K
$14.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 7.69% |
$625K - $711K
|
194K
$8.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-25.1K- 15.95% |
$970K - $1.1M
|
132K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.3K- 4.67% |
$1.33M - $1.51M
|
700K
$31.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-43.6K- 5.27% |
$1.69M - $1.92M
|
783K
$35.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-57.7K- 73.59% |
$2.23M - $2.54M
|
20.7K
$942K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-57.9K- 89.57% |
$2.24M - $2.55M
|
6.75K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-69.2K- 1.77% |
$2.68M - $3.05M
|
3.83M
$174M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73.8K- 65.72% |
$2.85M - $3.25M
|
38.5K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81.5K- 8.71% |
$3.15M - $3.59M
|
854K
$38.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-177K- 40.7% |
$6.85M - $7.8M
|
258K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-541K- 49.71% |
$21M - $23.8M
|
548K
$24.9M
|