Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) 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
|
- |
293K+ 389.97% |
$10.1M - $11.7M
|
369K
$14.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.1K+ 25.73% |
$418K - $482K
|
59.2K
$2.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.36K+ 4.92% |
$288K - $332K
|
178K
$7.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.93K+ 77.78% |
$239K - $275K
|
15.8K
$630K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.67KNew |
$196K - $226K
|
5.67K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.97K+ 4.53% |
$171K - $198K
|
115K
$4.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.22K+ 11.54% |
$111K - $128K
|
31.1K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.83K+ 29.36% |
$97.5K - $112K
|
12.5K
$496K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.35K+ 4.95% |
$46.5K - $53.7K
|
28.6K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
888+ 4.25% |
$30.6K - $35.3K
|
21.8K
$866K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
275+ 4.11% |
$9.48K - $10.9K
|
6.96K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150+ 2.47% |
$5.17K - $5.96K
|
6.23K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1- -0.0% |
$34.5 - $39.8
|
94.2K
$3.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-236- 11.32% |
$8.14K - $9.38K
|
1.85K
$73.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-842- 4.41% |
$29K - $33.5K
|
18.3K
$727K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.4K- 5.35% |
$48.3K - $55.7K
|
24.8K
$986K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 4.06% |
$52.2K - $60.2K
|
35.8K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.85K- 21.02% |
$63.8K - $73.6K
|
6.95K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.44K- 1.2% |
$84.3K - $97.2K
|
202K
$8.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3K- 0.96% |
$103K - $119K
|
311K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.07K- 3.3% |
$106K - $122K
|
89.9K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-132K- 45.96% |
$4.55M - $5.25M
|
155K
$6.17M
|