Purchases and Sales Made in Q3 2025 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) during Q3 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
422K+ 916.68% |
$12.3M - $13.1M
|
469K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8K+ 35.72% |
$988K - $1.05M
|
129K
$3.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.8KNew |
$958K - $1.02M
|
32.8K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
25.3K+ 225.94% |
$739K - $786K
|
36.5K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.2K+ 49.48% |
$706K - $751K
|
73.1K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.2K+ 32.07% |
$649K - $691K
|
91.5K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.1K+ 13.53% |
$557K - $593K
|
160K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
13.5KNew |
$394K - $420K
|
13.5K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.23KNew |
$269K - $287K
|
9.23K
$284K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8.36KNew |
$244K - $260K
|
8.36K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.05K+ 11.91% |
$235K - $250K
|
75.7K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.57KNew |
$221K - $235K
|
7.57K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.32KNew |
$214K - $227K
|
7.32K
$225K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.29KNew |
$213K - $227K
|
7.29K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.89KNew |
$201K - $214K
|
6.89K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.8K+ 91.37% |
$199K - $211K
|
14.2K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.76K+ 250.59% |
$197K - $210K
|
9.46K
$291K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.7KNew |
$196K - $208K
|
6.7K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.5KNew |
$190K - $202K
|
6.5K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.27K+ 26.11% |
$154K - $164K
|
25.5K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.2K+ 12.41% |
$152K - $162K
|
47.1K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.16K+ 1031.0% |
$151K - $160K
|
5.66K
$174K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.14KNew |
$150K - $160K
|
5.14K
$158K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.19K+ 29.15% |
$122K - $130K
|
18.6K
$572K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.75KNew |
$109K - $116K
|
3.75K
$115K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.43K+ 13.75% |
$100K - $107K
|
28.4K
$874K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 53.73% |
$97.3K - $103K
|
9.53K
$293K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.24K+ 54.72% |
$94.5K - $101K
|
9.15K
$282K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.96K+ 1.36% |
$86.3K - $91.9K
|
220K
$6.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.86KNew |
$83.4K - $88.7K
|
2.86K
$87.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.53K+ 5.99% |
$73.9K - $78.6K
|
44.8K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.49K+ 35.45% |
$72.7K - $77.4K
|
9.51K
$293K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 8.75% |
$69.1K - $73.6K
|
29.4K
$906K
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.17K+ 5.0% |
$63.2K - $67.3K
|
45.5K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 12.49% |
$56.4K - $60K
|
17.4K
$535K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1.86K+ 3.36% |
$54.3K - $57.8K
|
57.2K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.47K+ 6.1% |
$43K - $45.8K
|
25.7K
$790K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.2K+ 7.97% |
$35K - $37.3K
|
16.2K
$500K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.17K+ 12.78% |
$34.1K - $36.3K
|
10.3K
$317K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
947+ 3.8% |
$27.7K - $29.4K
|
25.8K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
412+ 1.8% |
$12K - $12.8K
|
23.4K
$719K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
292+ 0.19% |
$8.53K - $9.07K
|
155K
$4.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
134+ 0.18% |
$3.91K - $4.16K
|
73K
$2.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
69New |
$2.01K - $2.14K
|
69
$2.12K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57+ 0.17% |
$1.66K - $1.77K
|
34.5K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11- 0.06% |
$321 - $342
|
18.3K
$564K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-56- 0.52% |
$1.64K - $1.74K
|
10.6K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-63- 0.57% |
$1.84K - $1.96K
|
11K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-165- 1.39% |
$4.82K - $5.13K
|
11.7K
$361K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 0.98% |
$7.42K - $7.89K
|
25.6K
$789K
|
|