Purchases and Sales Made in Q2 2025 in Innovator ETF Tr Us Equity Acc (XBAP)
This table provides information about the institutional ownership of Innovator ETF Tr Us Equity Acc (XBAP) during Q2 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETF TR US EQUITY ACC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.42MNew |
$46M - $52.3M
|
1.42M
$53.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.25MNew |
$40.3M - $45.9M
|
1.25M
$46.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
111K+ 7.74% |
$3.59M - $4.09M
|
1.55M
$57.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.4KNew |
$401K - $457K
|
12.4K
$464K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12.2KNew |
$393K - $448K
|
12.2K
$454K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
11.9KNew |
$384K - $437K
|
11.9K
$444K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 434.44% |
$350K - $399K
|
13.4K
$498K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.9K+ 19.36% |
$223K - $254K
|
42.5K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.08K+ 18.7% |
$196K - $223K
|
38.6K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.43K+ 37.64% |
$175K - $200K
|
19.9K
$740K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.16K+ 19.12% |
$134K - $153K
|
25.9K
$966K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 7.28% |
$57.6K - $65.5K
|
26.3K
$980K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.4K+ 27.34% |
$45.2K - $51.5K
|
6.53K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
964New |
$31.1K - $35.4K
|
964
$35.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
945+ 5.89% |
$30.5K - $34.7K
|
17K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
50+ 25.0% |
$1.61K - $1.84K
|
250
$9.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 1.61% |
$420 - $478
|
818
$30.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$129 - $147
|
5.83K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-61- 0.25% |
$1.97K - $2.24K
|
24.3K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-223- 2.41% |
$7.2K - $8.19K
|
9.03K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-506- 48.1% |
$16.3K - $18.6K
|
546
$20.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-666- 1.52% |
$21.5K - $24.5K
|
43.2K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.14K- 8.34% |
$36.7K - $41.7K
|
12.5K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-2.15K- 0.6% |
$69.3K - $78.8K
|
356K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-2.43K- 5.89% |
$78.3K - $89.1K
|
38.8K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.06K- 95.87% |
$131K - $149K
|
175
$6.52K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-5.4K- 56.63% |
$174K - $198K
|
4.13K
$154K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-8.7K- 24.49% |
$281K - $320K
|
26.8K
$999K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.7K- 4.56% |
$572K - $651K
|
371K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.7K- 21.89% |
$603K - $686K
|
66.6K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-62.1K- 33.56% |
$2M - $2.28M
|
123K
$4.58M
|