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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.18K+ 24.08% |
$110K - $127K
|
16.4K
$671K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.85K+ 23.87% |
$63.8K - $73.6K
|
9.6K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-12- 0.08% |
$414 - $477
|
14.9K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$370K - $426K
|
10.7K
$438K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
602K+ 2852.12% |
$20.8M - $24M
|
624K
$25.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8KNew |
$372K - $429K
|
10.8K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.35K+ 4.95% |
$46.5K - $53.7K
|
28.6K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.62K+ 27.45% |
$159K - $184K
|
21.5K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
6.3K+ 55.5% |
$217K - $250K
|
17.7K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.36K+ 4.92% |
$288K - $332K
|
178K
$7.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 4.06% |
$52.2K - $60.2K
|
35.8K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.85K- 21.02% |
$63.8K - $73.6K
|
6.95K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
275+ 4.11% |
$9.48K - $10.9K
|
6.96K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.07K- 3.3% |
$106K - $122K
|
89.9K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.44K- 1.2% |
$84.3K - $97.2K
|
202K
$8.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.22K+ 11.54% |
$111K - $128K
|
31.1K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1- -0.0% |
$34.5 - $39.8
|
94.2K
$3.85M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.83K+ 29.36% |
$97.5K - $112K
|
12.5K
$509K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-236- 11.32% |
$8.14K - $9.38K
|
1.85K
$75.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.1K+ 25.73% |
$418K - $482K
|
59.2K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-132K- 45.96% |
$4.55M - $5.25M
|
155K
$6.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.4K- 5.35% |
$48.3K - $55.7K
|
24.8K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150+ 2.47% |
$5.17K - $5.96K
|
6.23K
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
293K+ 389.97% |
$10.1M - $11.7M
|
369K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.93K+ 77.78% |
$239K - $275K
|
15.8K
$648K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.97K+ 4.53% |
$171K - $198K
|
115K
$4.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
888+ 4.25% |
$30.6K - $35.3K
|
21.8K
$890K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3K- 0.96% |
$103K - $119K
|
311K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.67KNew |
$196K - $226K
|
5.67K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-842- 4.41% |
$29K - $33.5K
|
18.3K
$747K
|
|
| Q1 2025 | |||||||
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
79.1K+ 262.09% |
$2.89M - $3.03M
|
109K
$4.47M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.78KNew |
$358K - $375K
|
9.78K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2K- 12.83% |
$73.1K - $76.7K
|
13.6K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.24KNew |
$45.2K - $47.4K
|
1.24K
$50.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-40.1K- 62.32% |
$1.47M - $1.54M
|
24.3K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-224- 1.84% |
$8.19K - $8.59K
|
11.9K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.15KNew |
$261K - $274K
|
7.15K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8KNew |
$468K - $491K
|
12.8K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.84K- 3.77% |
$67.4K - $70.7K
|
47.1K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 18.96% |
$46.6K - $48.9K
|
5.44K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2KNew |
$73.1K - $76.7K
|
2K
$81.8K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-19K- 53.94% |
$695K - $729K
|
16.2K
$664K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.63KNew |
$59.6K - $62.5K
|
1.63K
$66.6K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
8.98KNew |
$328K - $344K
|
8.98K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-38K- 58.21% |
$1.39M - $1.46M
|
27.3K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
138New |
$5.05K - $5.29K
|
138
$5.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65KNew |
$353K - $370K
|
9.65K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-659- 0.63% |
$24.1K - $25.3K
|
104K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
125New |
$4.57K - $4.79K
|
125
$5.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66K+ 15.17% |
$60.8K - $63.8K
|
12.6K
$517K
|
|