Latest Institutional Sells of Innovator U.S. Equity Power Bu (PSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PSEP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.4K- 27.95% |
N/A
|
117K
$0
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.03K- 10.67% |
N/A
|
50.5K
$0
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.78K- 4.78% |
N/A
|
95.3K
$0
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 4.68% |
N/A
|
33.7K
$0
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.5K- 6.42% |
N/A
|
21.9K
$0
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.27K- 5.98% |
N/A
|
20K
$0
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.26K- 2.72% |
N/A
|
44.9K
$0
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-494- 0.87% |
N/A
|
56.6K
$0
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-225- 0.45% |
N/A
|
49.9K
$0
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-220- 0.48% |
N/A
|
45.7K
$0
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-210- 3.31% |
N/A
|
6.14K
$0
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-62- 0.27% |
N/A
|
23.3K
$0
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-35- 0.12% |
N/A
|
28.1K
$0
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.01% |
N/A
|
161K
$0
|
|
Q1 2025 | |||||||
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.15M- 95.48% |
N/A
|
54.2K
$0
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-903K- 98.65% |
N/A
|
12.4K
$0
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-746K- 83.35% |
N/A
|
149K
$0
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-614K- 64.22% |
N/A
|
342K
$0
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-412K- 99.4% |
N/A
|
2.47K
$0
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-66.3K- 1.92% |
N/A
|
3.39M
$0
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.6K- 9.34% |
N/A
|
520K
$0
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-53.3K- 44.52% |
N/A
|
66.4K
$0
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-51.6K- 65.58% |
N/A
|
27.1K
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.8K- 30.19% |
N/A
|
98.9K
$0
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-32.9KClosed |
N/A
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-23.1K- 22.43% |
N/A
|
80.1K
$0
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 23.03% |
N/A
|
76.1K
$0
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-22.6K- 29.92% |
N/A
|
52.8K
$0
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-14.3K- 15.07% |
N/A
|
80.8K
$0
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-14K- 34.39% |
N/A
|
26.7K
$0
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-13.6K- 46.4% |
N/A
|
15.7K
$0
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.2K- 3.72% |
N/A
|
315K
$0
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.7K- 6.48% |
N/A
|
170K
$0
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.82K- 4.13% |
N/A
|
205K
$0
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.81K- 49.25% |
N/A
|
8.05K
$0
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.58K- 3.07% |
N/A
|
239K
$0
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.66K- 12.3% |
N/A
|
47.5K
$0
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.43K- 7.41% |
N/A
|
80.4K
$0
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-6.27K- 8.28% |
N/A
|
69.5K
$0
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.22K- 44.5% |
N/A
|
7.76K
$0
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.02K- 30.34% |
N/A
|
13.8K
$0
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.86K- 10.78% |
N/A
|
48.5K
$0
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.47K- 21.2% |
N/A
|
20.3K
$0
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.35K- 6.65% |
N/A
|
75.1K
$0
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.17K- 11.13% |
N/A
|
41.3K
$0
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.8K- 10.66% |
N/A
|
40.2K
$0
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.53K- 1.3% |
N/A
|
345K
$0
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.77K- 29.37% |
N/A
|
9.07K
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.52K- 7.71% |
N/A
|
42.1K
$0
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.42K- 18.13% |
N/A
|
15.4K
$0
|