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
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$1.85K - $2.15K
|
49
$2.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
350+ 4.62% |
$13.2K - $15.3K
|
7.92K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.42K- 17.35% |
$53.5K - $62.3K
|
6.77K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.76KNew |
$179K - $209K
|
4.76K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.41K- 47.34% |
$241K - $281K
|
7.12K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-521- 95.25% |
$19.6K - $22.8K
|
26
$1.19K
|
|
|
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
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.55K- 8.44% |
$96K - $112K
|
27.6K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.96KNew |
$187K - $217K
|
4.96K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.2KNew |
$460K - $535K
|
12.2K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-118- 0.92% |
$4.44K - $5.17K
|
12.8K
$583K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.02% |
$377 - $439
|
43.2K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-60.4K- 89.81% |
$2.27M - $2.65M
|
6.86K
$313K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-268- 1.88% |
$10.1K - $11.8K
|
14K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.82K- 22.11% |
$106K - $123K
|
9.92K
$453K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11.3KNew |
$427K - $497K
|
11.3K
$518K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-126K- 88.08% |
$4.74M - $5.52M
|
17K
$778K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
20+ 0.11% |
$753 - $877
|
18.6K
$850K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-29.2K- 97.03% |
$1.1M - $1.28M
|
893
$40.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.28K- 20.35% |
$312K - $363K
|
32.4K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-504- 0.9% |
$19K - $22.1K
|
55.3K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590New |
$22.2K - $25.9K
|
590
$27K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-20- 0.12% |
$753 - $877
|
16.4K
$749K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
343+ 1.14% |
$12.9K - $15K
|
30.3K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.14K+ 10.53% |
$43.1K - $50.2K
|
12K
$549K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14.2K- 76.07% |
$534K - $622K
|
4.46K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15KNew |
$566K - $659K
|
15K
$686K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
841New |
$33.5K - $35.5K
|
841
$38.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
777+ 9712.5% |
$30.9K - $32.8K
|
785
$35.9K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12KNew |
$204K - $216K
|
5.12K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 7.53% |
$43.8K - $46.4K
|
15.7K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.65K- 14.75% |
$65.6K - $69.5K
|
9.52K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.52KNew |
$260K - $275K
|
6.52K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.4K+ 54.28% |
$1.21M - $1.28M
|
86.4K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8K+ 90.81% |
$708K - $750K
|
37.4K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-104- 0.39% |
$4.14K - $4.39K
|
26.8K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.66K- 1.22% |
$66K - $70K
|
135K
$6.16M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.9KNew |
$1.99M - $2.1M
|
49.9K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-11.2K- 60.96% |
$445K - $472K
|
7.17K
$327K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.69KNew |
$67.1K - $71.1K
|
1.69K
$77K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-12.7K- 97.32% |
$507K - $537K
|
350
$16K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33.2KNew |
$1.32M - $1.4M
|
33.2K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.5K- 22.03% |
$59.7K - $63.3K
|
5.31K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.04K- 34.87% |
$280K - $297K
|
13.2K
$601K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.11K- 20.2% |
$83.9K - $88.9K
|
8.32K
$380K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
217New |
$8.71K - $9.04K
|
217
$9.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
802New |
$32.2K - $33.4K
|
802
$36.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.18K- 44.77% |
$168K - $174K
|
5.16K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
793New |
$31.8K - $33.1K
|
793
$36.2K
|
|