Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101K+ 123.75% |
$3.82M - $4.45M
|
183K
$8.16M
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.11K+ 163.31% |
$117K - $136K
|
5.02K
$223K
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
170+ 3.17% |
$6.4K - $7.45K
|
5.53K
$246K
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-80.3K- 2.33% |
$3.02M - $3.52M
|
3.37M
$150M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
555+ 4.57% |
$20.9K - $24.3K
|
12.7K
$565K
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
104K+ 49.69% |
$3.93M - $4.57M
|
314K
$14M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.05K+ 2.63% |
$190K - $222K
|
197K
$8.78M
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-187- 1.07% |
$7.04K - $8.2K
|
17.3K
$771K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.27K- 8.51% |
$123K - $143K
|
35.1K
$1.56M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.2K+ 8.61% |
$571K - $664K
|
191K
$8.5M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-74.5K- 86.22% |
$2.81M - $3.27M
|
11.9K
$530K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-503- 8.49% |
$18.9K - $22.1K
|
5.42K
$241K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 5.35% |
$419K - $488K
|
219K
$9.75M
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
70+ 0.43% |
$2.64K - $3.07K
|
16.4K
$729K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.4K+ 3.14% |
$541K - $630K
|
472K
$21M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
350+ 4.62% |
$13.2K - $15.3K
|
7.92K
$353K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$1.85K - $2.15K
|
49
$2.18K
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-693- 7.25% |
$26.1K - $30.4K
|
8.87K
$395K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.4K+ 102.99% |
$845K - $984K
|
44.2K
$1.97M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.32KNew |
$238K - $277K
|
6.32K
$281K
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.51K- 14.09% |
$245K - $285K
|
39.7K
$1.77M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.2K- 19.64% |
$3.51M - $4.09M
|
381K
$17M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-439- 1.06% |
$16.5K - $19.3K
|
40.8K
$1.82M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58K+ 10.95% |
$97.2K - $113K
|
26.2K
$1.16M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9K+ 8.66% |
$109K - $127K
|
36.4K
$1.62M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.64K+ 8.17% |
$288K - $335K
|
101K
$4.51M
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
119K+ 778.92% |
$4.5M - $5.24M
|
135K
$6M
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.97K+ 24.91% |
$112K - $130K
|
14.9K
$662K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.42K- 17.35% |
$53.5K - $62.3K
|
6.77K
$301K
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 82.14% |
$701K - $816K
|
41.3K
$1.84M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
49+ 0.05% |
$1.85K - $2.15K
|
93.4K
$4.16M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 2.55% |
$39K - $45.4K
|
41.7K
$1.86M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56.4K+ 353.85% |
$2.12M - $2.47M
|
72.3K
$3.22M
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.55K- 8.44% |
$96K - $112K
|
27.6K
$1.23M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-178- 2.33% |
$6.7K - $7.81K
|
7.47K
$332K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-500- 3.4% |
$18.8K - $21.9K
|
14.2K
$632K
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6.89K- 35.69% |
$259K - $302K
|
12.4K
$553K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 4.46% |
$411K - $479K
|
255K
$11.4M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-521- 95.25% |
$19.6K - $22.8K
|
26
$1.16K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
97+ 0.66% |
$3.65K - $4.25K
|
14.7K
$654K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
6.88KNew |
$259K - $301K
|
6.88K
$306K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9K+ 26.82% |
$786K - $916K
|
98.8K
$4.4M
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.28K+ 14.27% |
$199K - $232K
|
42.3K
$1.88M
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.76KNew |
$179K - $209K
|
4.76K
$212K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.41K- 47.34% |
$241K - $281K
|
7.12K
$317K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.19K+ 12.29% |
$233K - $271K
|
56.6K
$2.52M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.96KNew |
$187K - $217K
|
4.96K
$221K
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
43.7KNew |
$1.65M - $1.92M
|
43.7K
$1.95M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.7K- 23.64% |
$3.49M - $4.06M
|
299K
$13.3M
|