Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) during Q2 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| 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
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
23.4K+ 133.18% |
$883K - $1.03M
|
41K
$1.83M
|
|
|
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 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9K+ 26.82% |
$786K - $916K
|
98.8K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.4K+ 111.72% |
$581K - $676K
|
29.2K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15KNew |
$566K - $659K
|
15K
$669K
|
|
|
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 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 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 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.19K+ 12.29% |
$233K - $271K
|
56.6K
$2.52M
|
|
|
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 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
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.97K+ 15.83% |
$112K - $130K
|
21.7K
$966K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
2.93K+ 13.87% |
$110K - $128K
|
24K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 1.41% |
$79.5K - $92.5K
|
152K
$6.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.09K+ 3.58% |
$78.5K - $91.4K
|
60.4K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.01K+ 1.33% |
$75.8K - $88.3K
|
153K
$6.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.58KNew |
$59.5K - $69.2K
|
1.58K
$70.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 0.95% |
$53.2K - $62K
|
151K
$6.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 23.98% |
$50.8K - $59.2K
|
6.98K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 3.92% |
$44.9K - $52.2K
|
31.6K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 21.79% |
$44.4K - $51.7K
|
6.6K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.14K+ 10.53% |
$43.1K - $50.2K
|
12K
$535K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08K+ 3.12% |
$40.7K - $47.4K
|
35.7K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 2.55% |
$39K - $45.4K
|
41.7K
$1.86M
|