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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
769+ 13.9% |
$29K - $33.7K
|
6.3K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
686+ 1.66% |
$25.8K - $30.1K
|
42.1K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590New |
$22.2K - $25.9K
|
590
$26.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
411+ 0.12% |
$15.5K - $18K
|
351K
$15.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
343+ 1.14% |
$12.9K - $15K
|
30.3K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
339+ 1.85% |
$12.8K - $14.9K
|
18.6K
$829K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
332+ 222.82% |
$12.5K - $14.6K
|
481
$21.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
281+ 1.98% |
$10.6K - $12.3K
|
14.5K
$643K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
112+ 1.55% |
$4.22K - $4.91K
|
7.36K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
97+ 0.66% |
$3.65K - $4.25K
|
14.7K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
49+ 0.05% |
$1.85K - $2.15K
|
93.4K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
20+ 0.11% |
$753 - $877
|
18.6K
$828K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.02% |
$377 - $439
|
43.2K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-20- 0.12% |
$753 - $877
|
16.4K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-30- 0.44% |
$1.13K - $1.32K
|
6.76K
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-56- 0.32% |
$2.11K - $2.46K
|
17.7K
$787K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.67% |
$2.11K - $2.46K
|
8.29K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-57- 0.89% |
$2.15K - $2.5K
|
6.37K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-61- 0.19% |
$2.3K - $2.67K
|
32.5K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-118- 0.92% |
$4.44K - $5.17K
|
12.8K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-126- 0.87% |
$4.75K - $5.53K
|
14.4K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-162- 1.2% |
$6.1K - $7.1K
|
13.4K
$595K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-178- 2.33% |
$6.7K - $7.81K
|
7.47K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-229- 0.41% |
$8.62K - $10K
|
55.2K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-259- 2.37% |
$9.75K - $11.4K
|
10.7K
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-268- 1.88% |
$10.1K - $11.8K
|
14K
$622K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-285- 2.41% |
$10.7K - $12.5K
|
11.6K
$515K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-370- 3.27% |
$13.9K - $16.2K
|
10.9K
$487K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-421- 1.12% |
$15.9K - $18.5K
|
37.1K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-439- 1.06% |
$16.5K - $19.3K
|
40.8K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-448- 0.52% |
$16.9K - $19.6K
|
85.3K
$3.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-500- 3.4% |
$18.8K - $21.9K
|
14.2K
$632K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-504- 0.9% |
$19K - $22.1K
|
55.3K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-521- 95.25% |
$19.6K - $22.8K
|
26
$1.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-610- 1.44% |
$23K - $26.7K
|
41.7K
$1.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-721- 2.77% |
$27.2K - $31.6K
|
25.3K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-790- 2.77% |
$29.8K - $34.6K
|
27.8K
$1.24M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-901- 7.28% |
$33.9K - $39.5K
|
11.5K
$510K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.22% |
$50.9K - $59.2K
|
59.6K
$2.65M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.54K- 5.39% |
$57.8K - $67.3K
|
26.9K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 2.68% |
$60.1K - $70K
|
58K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.63K- 3.3% |
$61.5K - $71.7K
|
47.8K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.65K- 26.6% |
$62.1K - $72.3K
|
4.55K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.72K- 18.41% |
$64.8K - $75.4K
|
7.62K
$339K
|