Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7K- 26.73% |
$281K - $292K
|
19.2K
$854K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.18K- 44.77% |
$168K - $174K
|
5.16K
$230K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 97.22% |
$142K - $147K
|
101
$4.5K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.01K- 4.84% |
$121K - $125K
|
59K
$2.63M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.93K- 8.31% |
$117K - $122K
|
32.3K
$1.44M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 14.86% |
$70.1K - $72.9K
|
10K
$446K
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 17.89% |
$47.3K - $49.2K
|
5.42K
$241K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-800- 7.96% |
$32.1K - $33.3K
|
9.25K
$411K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-656- 2.44% |
$26.3K - $27.3K
|
26.2K
$1.17M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-107- 1.1% |
$4.29K - $4.46K
|
9.65K
$430K
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-30- 0.11% |
$1.2K - $1.25K
|
27.7K
$1.23M
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 87.05% |
$1.42M - $1.52M
|
5.59K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.5K- 38.53% |
$94.7K - $101K
|
3.99K
$178K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 10.34% |
$55.4K - $59.2K
|
12.7K
$564K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-839- 14.02% |
$31.8K - $34K
|
5.14K
$229K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.98% |
$1.21K - $1.3K
|
3.24K
$144K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.17K- 53.67% |
$267K - $279K
|
6.19K
$276K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.41K- 42.44% |
$239K - $249K
|
8.7K
$387K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.7K- 39.96% |
$138K - $144K
|
5.56K
$247K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.58K- 10.59% |
$133K - $139K
|
30.2K
$1.34M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-848- 13.01% |
$31.6K - $33K
|
5.67K
$252K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-720- 11.13% |
$26.8K - $28K
|
5.75K
$256K
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-623- 1.39% |
$23.2K - $24.2K
|
44.1K
$1.96M
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-344- 4.18% |
$12.8K - $13.4K
|
7.88K
$351K
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$112 - $117
|
18.6K
$828K
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.4K- 49.26% |
$803K - $852K
|
23.1K
$1.03M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-13.4K- 6.68% |
$480K - $509K
|
187K
$8.34M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.9K- 9.94% |
$391K - $415K
|
99K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.08K- 7.22% |
$289K - $307K
|
104K
$4.62M
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.4KClosed |
$229K - $243K
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.98K- 14.01% |
$178K - $189K
|
30.6K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.3K- 5.8% |
$118K - $125K
|
53.6K
$2.38M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.85K- 2.1% |
$102K - $108K
|
133K
$5.91M
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.77K- 24.69% |
$99.3K - $105K
|
8.46K
$376K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.14K- 22.37% |
$76.6K - $81.3K
|
7.43K
$331K
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-397- 4.68% |
$14.2K - $15.1K
|
8.09K
$360K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-95- 33.33% |
$3.4K - $3.61K
|
190
$8.46K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-70- 1.18% |
$2.51K - $2.66K
|
5.85K
$260K
|
|
Q4 2023 | |||||||
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-89.1K- 50.37% |
$2.93M - $3.23M
|
87.8K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.51K- 98.74% |
$214K - $236K
|
83
$3.69K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-430- 12.05% |
$14.2K - $15.6K
|
3.14K
$140K
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-400- 4.58% |
$13.2K - $14.5K
|
8.33K
$371K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-90- 1.09% |
$2.96K - $3.26K
|
8.14K
$362K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 5.36% |
$889 - $978
|
477
$21.2K
|
|
Q3 2023 | |||||||
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-1.96K- 23.59% |
$66K - $68.4K
|
6.36K
$283K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.51K- 75.25% |
$50.6K - $52.5K
|
495
$22K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-316- 33.83% |
$10.6K - $11K
|
618
$27.5K
|
|
Q2 2023 | |||||||
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.66K- 18.84% |
$52.2K - $56.9K
|
7.16K
$319K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 75.0% |
$32.5K - $35.4K
|
345
$15.4K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-664- 4.66% |
$20.8K - $22.7K
|
13.6K
$605K
|