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 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1K- 12.58% |
$34.5K - $39.8K
|
6.95K
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 6.79% |
$34.5K - $39.8K
|
13.7K
$561K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.04K- 16.3% |
$36K - $41.5K
|
5.35K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.11K- 17.41% |
$38.4K - $44.3K
|
5.28K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.4K- 5.35% |
$48.3K - $55.7K
|
24.8K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 3.7% |
$51.7K - $59.6K
|
39K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 4.06% |
$52.2K - $60.2K
|
35.8K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.6K- 3.54% |
$55.3K - $63.7K
|
43.7K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.7K- 5.56% |
$58.7K - $67.6K
|
28.9K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.79K- 15.59% |
$61.7K - $71.1K
|
9.68K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.85K- 21.02% |
$63.8K - $73.6K
|
6.95K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2K- 7.03% |
$68.9K - $79.4K
|
26.4K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.44K- 1.2% |
$84.3K - $97.2K
|
202K
$8.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.71K- 7.62% |
$93.4K - $108K
|
32.8K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3K- 0.96% |
$103K - $119K
|
311K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.07K- 3.3% |
$106K - $122K
|
89.9K
$3.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.34K- 2.18% |
$115K - $133K
|
150K
$6.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.93K- 28.88% |
$135K - $156K
|
9.67K
$395K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4.3K- 9.32% |
$148K - $171K
|
41.8K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.81K- 28.71% |
$166K - $191K
|
11.9K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.98K- 43.0% |
$206K - $238K
|
7.92K
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.03K- 17.87% |
$208K - $240K
|
27.7K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.97K- 46.66% |
$240K - $277K
|
7.96K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.46K- 1.7% |
$257K - $296K
|
432K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 16.54% |
$388K - $448K
|
56.8K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.3K- 36.5% |
$457K - $527K
|
23.1K
$943K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.3K- 63.99% |
$460K - $530K
|
7.5K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-60K- 38.0% |
$2.07M - $2.38M
|
97.8K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.9K- 18.24% |
$2.48M - $2.86M
|
322K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-79.1K- 72.38% |
$2.73M - $3.14M
|
30.2K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.5K- 76.2% |
$2.88M - $3.32M
|
26.1K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-132K- 45.96% |
$4.55M - $5.25M
|
155K
$6.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-171K- 45.68% |
$5.91M - $6.81M
|
204K
$8.34M
|