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 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$120K - $125K
|
58.1K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.17K- 10.5% |
$139K - $145K
|
27K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.25K- 1.95% |
$143K - $149K
|
163K
$7.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.48K- 7.29% |
$153K - $160K
|
44.3K
$2.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.88K- 7.74% |
$171K - $178K
|
46.2K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-4.09K- 8.77% |
$180K - $187K
|
42.5K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.19K- 16.25% |
$184K - $192K
|
21.6K
$986K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.31K- 4.18% |
$189K - $197K
|
98.8K
$4.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.44K- 2.77% |
$195K - $203K
|
156K
$7.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.28K- 25.66% |
$276K - $288K
|
18.2K
$831K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.04K- 35.03% |
$353K - $368K
|
14.9K
$681K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8.58K- 2.65% |
$377K - $393K
|
315K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.34K- 42.75% |
$411K - $428K
|
12.5K
$571K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9.35K- 2.16% |
$411K - $428K
|
424K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-10.6K- 9.43% |
$467K - $486K
|
102K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-11.1K- 14.84% |
$488K - $508K
|
63.7K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-13.5K- 15.4% |
$591K - $616K
|
73.9K
$3.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-32.2K- 25.46% |
$1.42M - $1.48M
|
94.3K
$4.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.9K- 16.98% |
$1.45M - $1.51M
|
161K
$7.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38.5K- 50.81% |
$1.69M - $1.76M
|
37.3K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-147K- 56.82% |
$6.44M - $6.72M
|
111K
$5.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-185K- 94.29% |
$8.15M - $8.49M
|
11.2K
$512K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-659K- 84.16% |
$28.9M - $30.2M
|
124K
$5.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858K- 61.14% |
$37.7M - $39.3M
|
545K
$24.9M
|