Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
462K+ 329.41% |
$17.4M - $20.3M
|
602K
$26.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
192K+ 16.33% |
$7.25M - $8.44M
|
1.37M
$61M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
119K+ 778.92% |
$4.5M - $5.24M
|
135K
$6M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101K+ 123.75% |
$3.82M - $4.45M
|
183K
$8.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 30.91% |
$3.79M - $4.41M
|
426K
$19M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.1K+ 10.98% |
$2.87M - $3.34M
|
769K
$34.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
68.1KNew |
$2.56M - $2.98M
|
68.1K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56.4K+ 353.85% |
$2.12M - $2.47M
|
72.3K
$3.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
45.3K+ 21.65% |
$1.7M - $1.99M
|
254K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
43.7KNew |
$1.65M - $1.92M
|
43.7K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.4K+ 46.05% |
$1.33M - $1.55M
|
112K
$5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6K+ 4.79% |
$1.04M - $1.21M
|
603K
$26.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.5K+ 89.49% |
$960K - $1.12M
|
54K
$2.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
23.4KNew |
$880K - $1.02M
|
23.4K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.2K+ 44.56% |
$875K - $1.02M
|
75.4K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.4K+ 102.99% |
$845K - $984K
|
44.2K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9K+ 26.82% |
$786K - $916K
|
98.8K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 82.14% |
$701K - $816K
|
41.3K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.4K+ 111.72% |
$581K - $676K
|
29.2K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.2K+ 8.61% |
$571K - $664K
|
191K
$8.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15KNew |
$566K - $659K
|
15K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.4K+ 3.14% |
$541K - $630K
|
472K
$21M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
13.5K+ 140.61% |
$507K - $590K
|
23K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.2KNew |
$460K - $535K
|
12.2K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12K+ 11.25% |
$453K - $527K
|
119K
$5.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11.3KNew |
$427K - $497K
|
11.3K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 5.35% |
$419K - $488K
|
219K
$9.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 4.46% |
$411K - $479K
|
255K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.1KNew |
$381K - $444K
|
10.1K
$450K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
9.65K+ 44.35% |
$363K - $423K
|
31.4K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
8.82KNew |
$332K - $387K
|
8.82K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.33K+ 81.77% |
$314K - $365K
|
18.5K
$824K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.87K+ 21.79% |
$296K - $345K
|
44K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.65K+ 19.73% |
$288K - $336K
|
46.4K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.64K+ 8.17% |
$288K - $335K
|
101K
$4.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
6.88KNew |
$259K - $301K
|
6.88K
$306K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.68K+ 5.1% |
$252K - $293K
|
138K
$6.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.32KNew |
$238K - $277K
|
6.32K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.19K+ 12.29% |
$233K - $271K
|
56.6K
$2.52M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.16K+ 25.8% |
$232K - $270K
|
30K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.42KNew |
$204K - $238K
|
5.42K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.28K+ 14.27% |
$199K - $232K
|
42.3K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.05K+ 2.63% |
$190K - $222K
|
197K
$8.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.96KNew |
$187K - $217K
|
4.96K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.76KNew |
$179K - $209K
|
4.76K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.66K+ 2.47% |
$138K - $160K
|
152K
$6.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.64K+ 46.87% |
$137K - $159K
|
11.4K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.11K+ 163.31% |
$117K - $136K
|
5.02K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.97K+ 24.91% |
$112K - $130K
|
14.9K
$662K
|