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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 0.75% |
$70K - $81.6K
|
246K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 12.66% |
$75.4K - $87.7K
|
13.8K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.17K- 7.25% |
$81.6K - $95K
|
27.7K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-2.22K- 14.94% |
$83.5K - $97.2K
|
12.6K
$561K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.26K- 18.04% |
$85K - $98.9K
|
10.2K
$456K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-2.31K- 1.33% |
$87K - $101K
|
172K
$7.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.35K- 2.93% |
$88.4K - $103K
|
77.8K
$3.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.48K- 8.47% |
$93.4K - $109K
|
26.8K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.55K- 8.44% |
$96K - $112K
|
27.6K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.71K- 7.47% |
$102K - $119K
|
33.6K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.82K- 22.11% |
$106K - $123K
|
9.92K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.91K- 1.5% |
$110K - $128K
|
191K
$8.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.01K- 4.66% |
$113K - $132K
|
61.6K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.15K- 2.36% |
$119K - $138K
|
131K
$5.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.6K- 16.24% |
$136K - $158K
|
18.6K
$827K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.63K- 26.85% |
$137K - $159K
|
9.89K
$440K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.41K- 47.34% |
$241K - $281K
|
7.12K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6.89K- 35.69% |
$259K - $302K
|
12.4K
$553K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.04K- 5.43% |
$265K - $309K
|
123K
$5.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.78K- 15.84% |
$293K - $341K
|
41.4K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.23K- 24.84% |
$310K - $361K
|
24.9K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.28K- 20.35% |
$312K - $363K
|
32.4K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.23K- 4.69% |
$348K - $405K
|
188K
$8.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.2K- 60.21% |
$460K - $536K
|
8.08K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14.2K- 76.07% |
$534K - $622K
|
4.46K
$199K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.4K- 11.28% |
$654K - $761K
|
137K
$6.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-19.5K- 48.89% |
$736K - $857K
|
20.4K
$909K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.5K- 23.09% |
$923K - $1.08M
|
81.7K
$3.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-24.8K- 30.74% |
$934K - $1.09M
|
55.9K
$2.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-29.2K- 97.03% |
$1.1M - $1.28M
|
893
$39.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-60.4K- 89.81% |
$2.27M - $2.65M
|
6.86K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.7K- 23.64% |
$3.49M - $4.06M
|
299K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.2K- 19.64% |
$3.51M - $4.09M
|
381K
$17M
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-126K- 88.08% |
$4.74M - $5.52M
|
17K
$758K
|