Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
36.9K+ 69.87% |
$1.62M - $1.69M
|
89.7K
$4.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22.4KNew |
$986K - $1.03M
|
22.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.3K+ 25.36% |
$451K - $470K
|
50.7K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.2KNew |
$449K - $468K
|
10.2K
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.59K+ 33.38% |
$334K - $348K
|
30.3K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.74KNew |
$252K - $263K
|
5.74K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.7K+ 1.91% |
$207K - $215K
|
251K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 75.84% |
$178K - $185K
|
9.37K
$427K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.95K+ 35.65% |
$173K - $181K
|
15K
$686K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.56KNew |
$156K - $163K
|
3.56K
$162K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.4K+ 5.53% |
$105K - $110K
|
45.7K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.9K+ 0.78% |
$83.3K - $86.8K
|
245K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.05K+ 14.31% |
$46.1K - $48K
|
8.38K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
910+ 30.0% |
$40K - $41.7K
|
3.94K
$180K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
809+ 0.42% |
$35.6K - $37.1K
|
192K
$8.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
607+ 8.75% |
$26.7K - $27.8K
|
7.54K
$344K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
295+ 3.77% |
$13K - $13.5K
|
8.12K
$371K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
269+ 3.27% |
$11.8K - $12.3K
|
8.5K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
265+ 0.48% |
$11.6K - $12.1K
|
54.9K
$2.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
197+ 2.6% |
$8.66K - $9.02K
|
7.78K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
71+ 0.42% |
$3.12K - $3.25K
|
17.1K
$782K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.02% |
$44 - $45.8
|
5.11K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.09% |
$352 - $366
|
9.14K
$417K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 0.03% |
$483 - $504
|
44K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21- 0.01% |
$923 - $962
|
224K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 0.22% |
$1.54K - $1.6K
|
16.2K
$739K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.11% |
$3.3K - $3.44K
|
6.69K
$305K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-86- 0.65% |
$3.78K - $3.94K
|
13.1K
$598K
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-125- 0.26% |
$5.49K - $5.73K
|
48.4K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 1.84% |
$6.42K - $6.69K
|
7.78K
$355K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-156- 0.41% |
$6.86K - $7.14K
|
38K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-212- 2.08% |
$9.32K - $9.71K
|
9.99K
$456K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-307- 0.8% |
$13.5K - $14.1K
|
38.2K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-449- 0.99% |
$19.7K - $20.6K
|
44.8K
$2.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-490- 0.93% |
$21.5K - $22.4K
|
52.1K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500- 3.87% |
$22K - $22.9K
|
12.4K
$567K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-503- 3.09% |
$22.1K - $23K
|
15.8K
$719K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-538- 5.97% |
$23.6K - $24.6K
|
8.47K
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-549- 8.04% |
$24.1K - $25.1K
|
6.28K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-598- 2.73% |
$26.3K - $27.4K
|
21.3K
$972K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-614- 1.89% |
$27K - $28.1K
|
31.9K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-654- 2.85% |
$28.7K - $30K
|
22.3K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-766- 0.32% |
$33.7K - $35.1K
|
242K
$11.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-885- 11.95% |
$38.9K - $40.5K
|
6.52K
$298K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-952- 2.35% |
$41.8K - $43.6K
|
39.6K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.1K- 0.82% |
$48.2K - $50.2K
|
133K
$6.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.21K- 21.98% |
$53.4K - $55.6K
|
4.31K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.35K- 8.69% |
$59.5K - $62K
|
14.2K
$649K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.17K- 6.14% |
$95.4K - $99.4K
|
33.2K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.69K- 7.77% |
$118K - $123K
|
31.9K
$1.46M
|