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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.19K+ 4.58% |
$96K - $100K
|
50K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.11K- 3.54% |
$92.3K - $96.2K
|
57.5K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
24K+ 193.34% |
$1.05M - $1.1M
|
36.4K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.76K- 37.49% |
$121K - $126K
|
4.6K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.52K- 17.27% |
$198K - $206K
|
21.6K
$989K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
13.2K+ 19.3% |
$578K - $601K
|
81.5K
$3.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.1K- 68.93% |
$706K - $735K
|
7.26K
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-158- 1.08% |
$6.93K - $7.21K
|
14.4K
$659K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.48K- 4.19% |
$240K - $250K
|
125K
$5.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-95- 0.54% |
$4.16K - $4.34K
|
17.6K
$803K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
526+ 3.64% |
$23.1K - $24K
|
15K
$684K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.9K+ 18.26% |
$215K - $223K
|
31.7K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
248New |
$10.9K - $11.3K
|
248
$11.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
704+ 1.71% |
$30.9K - $32.1K
|
41.8K
$1.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-70- 0.55% |
$3.07K - $3.19K
|
12.5K
$573K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.12K+ 14.64% |
$48.9K - $50.9K
|
8.74K
$399K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.38K- 5.82% |
$148K - $154K
|
54.6K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-91- 0.2% |
$3.99K - $4.15K
|
46.4K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 0.76% |
$50.8K - $52.9K
|
153K
$6.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
23.6K+ 38.35% |
$1.04M - $1.08M
|
85.3K
$3.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
578+ 36.61% |
$25.3K - $26.4K
|
2.16K
$98.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.01K+ 18.6% |
$220K - $229K
|
32K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-526- 2.01% |
$23.1K - $24K
|
25.7K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38.2KNew |
$1.67M - $1.74M
|
38.2K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.2K+ 23.26% |
$448K - $467K
|
54.2K
$2.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-763- 0.5% |
$33.4K - $34.8K
|
152K
$6.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.17K+ 7.72% |
$402K - $419K
|
128K
$5.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
716K+ 876.31% |
$31.4M - $32.7M
|
797K
$36.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-36- 0.01% |
$1.58K - $1.64K
|
254K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
63.5KNew |
$2.78M - $2.9M
|
63.5K
$2.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 0.01% |
$877 - $913
|
191K
$8.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
601+ 124.95% |
$26.3K - $27.4K
|
1.08K
$49.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.8K- 27.4% |
$1.35M - $1.41M
|
81.6K
$3.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
813+ 7.43% |
$35.6K - $37.1K
|
11.7K
$537K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
844+ 6.11% |
$37K - $38.5K
|
14.7K
$669K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-595- 9.94% |
$26.1K - $27.2K
|
5.39K
$246K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.21K+ 9.04% |
$53K - $55.2K
|
14.6K
$666K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1- 0.01% |
$43.8 - $45.6
|
19.3K
$883K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.76K+ 7.71% |
$121K - $126K
|
38.5K
$1.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
550+ 4.83% |
$24.1K - $25.1K
|
11.9K
$545K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
19.5K+ 32.31% |
$855K - $891K
|
79.9K
$3.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.14K+ 4.3% |
$49.8K - $51.9K
|
27.6K
$1.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-10.8K- 37.13% |
$475K - $495K
|
18.4K
$839K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
29.7K+ 138.4% |
$1.3M - $1.35M
|
51.1K
$2.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.08K+ 15.65% |
$223K - $232K
|
37.5K
$1.71M
|
|
| Q2 2025 | |||||||
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
162New |
$6.1K - $7.1K
|
162
$7.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-300- 5.26% |
$11.3K - $13.2K
|
5.4K
$247K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.16K+ 25.8% |
$232K - $270K
|
30K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.32KNew |
$238K - $277K
|
6.32K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-693- 7.25% |
$26.1K - $30.4K
|
8.87K
$405K
|
|