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 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.62K+ 27.45% |
$159K - $184K
|
21.5K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.57K+ 30.07% |
$123K - $142K
|
15.4K
$631K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.22K+ 11.54% |
$111K - $128K
|
31.1K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.18K+ 24.08% |
$110K - $127K
|
16.4K
$671K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.83K+ 29.36% |
$97.5K - $112K
|
12.5K
$509K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 29.19% |
$96.7K - $112K
|
12.4K
$508K
|
|
|
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 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.85K+ 23.87% |
$63.8K - $73.6K
|
9.6K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.7K+ 11.62% |
$58.6K - $67.6K
|
16.3K
$668K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.69K+ 9.41% |
$58.2K - $67.1K
|
19.6K
$802K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.45KNew |
$50K - $57.7K
|
1.45K
$59.3K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.43K+ 8.7% |
$49.4K - $57K
|
17.9K
$732K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.35K+ 4.95% |
$46.5K - $53.7K
|
28.6K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.29K+ 5.62% |
$44.4K - $51.3K
|
24.2K
$991K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.05K+ 11.08% |
$36.2K - $41.7K
|
10.5K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
954+ 1.9% |
$32.9K - $37.9K
|
51.1K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
950+ 23.09% |
$32.8K - $37.8K
|
5.07K
$207K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
924+ 8.29% |
$31.9K - $36.7K
|
12.1K
$494K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
888+ 4.25% |
$30.6K - $35.3K
|
21.8K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
689+ 9.07% |
$23.8K - $27.4K
|
8.29K
$339K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
661+ 2.73% |
$22.8K - $26.3K
|
24.9K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
577+ 1.55% |
$19.9K - $22.9K
|
37.9K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
568New |
$19.6K - $22.6K
|
568
$23.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
551+ 0.4% |
$19K - $21.9K
|
139K
$5.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
521+ 3.27% |
$18K - $20.7K
|
16.5K
$673K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
512+ 155.15% |
$17.7K - $20.4K
|
842
$34.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
501New |
$17.3K - $19.9K
|
501
$20.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
357+ 22.41% |
$12.3K - $14.2K
|
1.95K
$79.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
327New |
$11.3K - $13K
|
327
$13.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
308+ 0.69% |
$10.6K - $12.2K
|
45K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
275+ 4.11% |
$9.48K - $10.9K
|
6.96K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
253+ 9.03% |
$8.72K - $10.1K
|
3.06K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
199+ 1.75% |
$6.86K - $7.91K
|
11.6K
$475K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150+ 2.47% |
$5.17K - $5.96K
|
6.23K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
128+ 28.7% |
$4.41K - $5.09K
|
574
$23.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
119+ 2.53% |
$4.1K - $4.73K
|
4.82K
$197K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9+ 0.99% |
$310 - $358
|
920
$37.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$34.5 - $39.8
|
12.9K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1- -0.0% |
$34.5 - $39.8
|
94.2K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9- 0.14% |
$310 - $358
|
6.24K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-12- 0.08% |
$414 - $477
|
14.9K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-24- 0.33% |
$828 - $954
|
7.33K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-199- 1.54% |
$6.86K - $7.91K
|
12.8K
$522K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-201- 1.66% |
$6.93K - $7.99K
|
11.9K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-236- 11.32% |
$8.14K - $9.38K
|
1.85K
$75.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-300- 8.82% |
$10.3K - $11.9K
|
3.1K
$127K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-620- 1.89% |
$21.4K - $24.7K
|
32.2K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-674- 3.23% |
$23.2K - $26.8K
|
20.2K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-842- 4.41% |
$29K - $33.5K
|
18.3K
$747K
|