Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJUN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.9KNew |
$272K - $314K
|
7.9K
$323K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 29.19% |
$96.7K - $112K
|
12.4K
$508K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.95K+ 89.07% |
$343K - $395K
|
21.1K
$864K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 6.7% |
$461K - $532K
|
213K
$8.71M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2K- 7.03% |
$68.9K - $79.4K
|
26.4K
$1.08M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-199- 1.54% |
$6.86K - $7.91K
|
12.8K
$522K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.1K+ 74.56% |
$1.21M - $1.4M
|
82.2K
$3.36M
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.45KNew |
$50K - $57.7K
|
1.45K
$59.3K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22M+ 274.26% |
$42.2M - $48.7M
|
1.67M
$68.3M
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
28.9K+ 139.32% |
$995K - $1.15M
|
49.6K
$2.03M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.6K- 3.54% |
$55.3K - $63.7K
|
43.7K
$1.79M
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
199K+ 15.39% |
$6.87M - $7.92M
|
1.49M
$61.1M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.11K- 17.41% |
$38.4K - $44.3K
|
5.28K
$216K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.68KNew |
$196K - $226K
|
5.68K
$232K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
501New |
$17.3K - $19.9K
|
501
$20.5K
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
521+ 3.27% |
$18K - $20.7K
|
16.5K
$673K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
119+ 2.53% |
$4.1K - $4.73K
|
4.82K
$197K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.3KNew |
$838K - $966K
|
24.3K
$994K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.69K+ 9.41% |
$58.2K - $67.1K
|
19.6K
$802K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.44K+ 31.69% |
$187K - $216K
|
22.6K
$924K
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
924+ 8.29% |
$31.9K - $36.7K
|
12.1K
$494K
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
41.4KNew |
$1.43M - $1.64M
|
41.4K
$1.69M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.34K- 2.18% |
$115K - $133K
|
150K
$6.13M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
122K+ 93.36% |
$4.19M - $4.83M
|
252K
$10.3M
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 6.79% |
$34.5K - $39.8K
|
13.7K
$561K
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.06K+ 16.62% |
$312K - $360K
|
63.5K
$2.6M
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.93KNew |
$273K - $315K
|
7.93K
$324K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 19.8% |
$519K - $599K
|
91.1K
$3.73M
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
9.92KNew |
$342K - $394K
|
9.92K
$406K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-171K- 45.68% |
$5.91M - $6.81M
|
204K
$8.34M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.3K- 36.5% |
$457K - $527K
|
23.1K
$943K
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.83K+ 42.94% |
$201K - $232K
|
19.4K
$794K
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.04K- 16.3% |
$36K - $41.5K
|
5.35K
$219K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-201- 1.66% |
$6.93K - $7.99K
|
11.9K
$486K
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 16.54% |
$388K - $448K
|
56.8K
$2.32M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.71K- 7.62% |
$93.4K - $108K
|
32.8K
$1.34M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
661+ 2.73% |
$22.8K - $26.3K
|
24.9K
$1.02M
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.79K- 15.59% |
$61.7K - $71.1K
|
9.68K
$396K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.03K- 17.87% |
$208K - $240K
|
27.7K
$1.13M
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.7K- 5.56% |
$58.7K - $67.6K
|
28.9K
$1.18M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
357+ 22.41% |
$12.3K - $14.2K
|
1.95K
$79.8K
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.51K+ 3.43% |
$86.6K - $99.9K
|
75.7K
$3.1M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.3KNew |
$527K - $607K
|
15.3K
$625K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.93K- 28.88% |
$135K - $156K
|
9.67K
$395K
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1K- 12.58% |
$34.5K - $39.8K
|
6.95K
$284K
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9+ 0.99% |
$310 - $358
|
920
$37.6K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 32.38% |
$364K - $419K
|
43.1K
$1.76M
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
551+ 0.4% |
$19K - $21.9K
|
139K
$5.67M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-60K- 38.0% |
$2.07M - $2.38M
|
97.8K
$4M
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
308+ 0.69% |
$10.6K - $12.2K
|
45K
$1.84M
|