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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.55K- 3.48% |
$221K - $234K
|
154K
$6.74M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.79K- 12.88% |
$71.4K - $75.7K
|
12.1K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.33K- 5.77% |
$53.1K - $56.2K
|
21.8K
$953K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 75.23% |
$4.18M - $4.43M
|
244K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.91K- 6.59% |
$156K - $165K
|
55.4K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-12.7K- 97.32% |
$507K - $537K
|
350
$15.3K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-152- 0.25% |
$6.05K - $6.41K
|
59.6K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 4.3% |
$65K - $68.9K
|
36.3K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10- 0.02% |
$398 - $422
|
43.2K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 7.56% |
$694K - $735K
|
248K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-100- 10.16% |
$3.98K - $4.22K
|
884
$38.7K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.43K- 13.43% |
$176K - $187K
|
28.5K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$585K - $620K
|
14.7K
$644K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-569- 0.93% |
$22.7K - $24K
|
60.9K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.5K- 8.57% |
$99.5K - $105K
|
26.7K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-878- 8.4% |
$35K - $37K
|
9.58K
$420K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.84K- 10.48% |
$193K - $204K
|
41.4K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.89K+ 55.5% |
$274K - $291K
|
19.3K
$846K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.31K- 18.46% |
$91.8K - $97.3K
|
10.2K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
69.9K+ 50.24% |
$2.78M - $2.95M
|
209K
$9.16M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.3K- 12.36% |
$91.6K - $97K
|
16.3K
$715K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-86.1K- 91.16% |
$3.43M - $3.63M
|
8.35K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 3.0% |
$41.2K - $43.6K
|
33.5K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.22KNew |
$367K - $389K
|
9.22K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33.2KNew |
$1.32M - $1.4M
|
33.2K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-491- 5.9% |
$19.5K - $20.7K
|
7.84K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.2K- 11.02% |
$524K - $555K
|
106K
$4.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 1.08% |
$995 - $1.05K
|
2.3K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
730+ 0.49% |
$29.1K - $30.8K
|
149K
$6.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.24K- 16.03% |
$169K - $179K
|
22.2K
$973K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-73.6K- 40.78% |
$2.93M - $3.1M
|
107K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.9K- 11.88% |
$1.75M - $1.85M
|
326K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.8K+ 3.59% |
$1.62M - $1.72M
|
1.18M
$51.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-35- 0.24% |
$1.39K - $1.48K
|
14.6K
$639K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.69K- 5.49% |
$187K - $198K
|
80.7K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.66K- 1.48% |
$65.9K - $69.8K
|
110K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10.3K+ 8.65% |
$411K - $435K
|
130K
$5.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-51- 0.43% |
$2.03K - $2.15K
|
11.8K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.56K- 6.39% |
$142K - $150K
|
52.1K
$2.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.5K- 22.03% |
$59.7K - $63.3K
|
5.31K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-834- 1.22% |
$33.2K - $35.2K
|
67.2K
$2.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.36K- 19.07% |
$134K - $142K
|
14.2K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
338+ 0.19% |
$13.5K - $14.3K
|
174K
$7.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.59K- 6.33% |
$63.4K - $67.2K
|
23.6K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.14K+ 6.45% |
$45.2K - $47.9K
|
18.7K
$821K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.04K- 34.87% |
$280K - $297K
|
13.2K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.72K- 3.08% |
$188K - $199K
|
148K
$6.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-16.9K- 19.84% |
$673K - $713K
|
68.3K
$2.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.82K- 3.16% |
$72.5K - $76.7K
|
55.8K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-31.6K- 44.17% |
$1.26M - $1.33M
|
40K
$1.75M
|