Purchases and Sales Made in Q1 2025 in Innovator Etfs Tr Us Equity Ac (XBJA)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBJA) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR US EQUITY AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2.15MNew |
$59.9M - $63.3M
|
2.15M
$65.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
380K+ 3705.74% |
$10.6M - $11.2M
|
390K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
45.2KNew |
$1.26M - $1.33M
|
45.2K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
21.7K+ 88.94% |
$605K - $640K
|
46.1K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 19.12% |
$559K - $591K
|
125K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
19.9K+ 8.66% |
$556K - $588K
|
250K
$7.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
17.4KNew |
$485K - $513K
|
17.4K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.3K+ 102.56% |
$398K - $421K
|
28.2K
$858K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 38.71% |
$366K - $387K
|
47K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.1K+ 45.89% |
$337K - $356K
|
38.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6KNew |
$297K - $314K
|
10.6K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4K+ 80.85% |
$291K - $308K
|
23.4K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.59KNew |
$267K - $283K
|
9.59K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.34K+ 47.1% |
$260K - $275K
|
29.2K
$888K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.2KNew |
$256K - $271K
|
9.2K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.36KNew |
$205K - $217K
|
7.36K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.4K+ 386.19% |
$39K - $41.2K
|
1.76K
$53.6K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.03K+ 11.61% |
$28.8K - $30.5K
|
9.93K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
630New |
$17.6K - $18.6K
|
630
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
203+ 98.07% |
$5.66K - $5.98K
|
410
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
91New |
$2.54K - $2.68K
|
91
$2.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68+ 0.56% |
$1.9K - $2K
|
12.2K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-171- 2.32% |
$4.77K - $5.04K
|
7.21K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-193- 0.22% |
$5.38K - $5.69K
|
89.5K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.58K- 23.92% |
$43.9K - $46.5K
|
5.01K
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-1.68K- 18.17% |
$46.9K - $49.6K
|
7.57K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.51K- 68.68% |
$97.9K - $103K
|
1.6K
$48.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.97K- 10.36% |
$166K - $176K
|
51.6K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.22K- 18.95% |
$201K - $213K
|
30.9K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.61K- 21.03% |
$212K - $224K
|
28.6K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.1K- 20.48% |
$365K - $386K
|
50.8K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.5K- 12.81% |
$600K - $634K
|
147K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.9K- 82.36% |
$1.17M - $1.24M
|
8.98K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68.6K- 14.74% |
$1.91M - $2.02M
|
397K
$12.1M
|