Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Power Bu (PSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PSEP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
195K+ 15.78% |
N/A
|
1.43M
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 36.96% |
N/A
|
561K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
80.3K+ 190.57% |
N/A
|
122K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.9K+ 16.93% |
N/A
|
324K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
39.4K+ 291.13% |
N/A
|
52.9K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36.7K+ 73.57% |
N/A
|
86.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.7KNew |
N/A
|
31.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.2K+ 189.15% |
N/A
|
30.8K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 6.17% |
N/A
|
339K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 6.09% |
N/A
|
180K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.79KNew |
N/A
|
8.79K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.38KNew |
N/A
|
8.38K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.09KNew |
N/A
|
5.09K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.54K+ 2.88% |
N/A
|
162K
$0
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.46KNew |
N/A
|
4.46K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.1K+ 168.85% |
N/A
|
4.93K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.63K+ 5.05% |
N/A
|
54.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.27K+ 12.09% |
N/A
|
21.1K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.13K+ 9.04% |
N/A
|
25.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.83K+ 0.77% |
N/A
|
241K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.51K+ 3.86% |
N/A
|
40.5K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.25K+ 3.18% |
N/A
|
40.4K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1K+ 9.54% |
N/A
|
11.5K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
661+ 7.29% |
N/A
|
9.73K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
638+ 25.85% |
N/A
|
3.11K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
509+ 15.16% |
N/A
|
3.87K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
412+ 2.4% |
N/A
|
17.6K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
N/A
|
329
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
301New |
N/A
|
301
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
197+ 0.1% |
N/A
|
205K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
149+ 1.2% |
N/A
|
12.5K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73+ 0.15% |
N/A
|
49.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 1.21% |
N/A
|
1.68K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3- 0.05% |
N/A
|
6.06K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-20- 0.63% |
N/A
|
3.17K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.01% |
N/A
|
161K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23- 37.1% |
N/A
|
39
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-25- 0.16% |
N/A
|
15.3K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30- 1.72% |
N/A
|
1.72K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-35- 0.12% |
N/A
|
28.1K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-62- 0.27% |
N/A
|
23.3K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-95- 0.57% |
N/A
|
16.5K
$0
|