Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2025
Q3 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-400- 0.49% |
$15.2K - $15.9K
|
81.2K
$3.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-476- 1.06% |
$18.1K - $18.9K
|
44.6K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-477- 1.49% |
$18.1K - $18.9K
|
31.5K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-510- 3.34% |
$19.4K - $20.2K
|
14.7K
$589K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-519- 5.99% |
$19.7K - $20.6K
|
8.15K
$325K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-576- 1.17% |
$21.9K - $22.9K
|
48.6K
$1.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-621- 9.01% |
$23.6K - $24.6K
|
6.27K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-699- 2.91% |
$26.6K - $27.7K
|
23.3K
$932K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-700- 2.19% |
$26.6K - $27.8K
|
31.3K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-805- 3.64% |
$30.6K - $32K
|
21.3K
$850K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-832- 0.83% |
$31.6K - $33K
|
99K
$3.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-850- 2.46% |
$32.3K - $33.7K
|
33.7K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-876- 6.29% |
$33.3K - $34.8K
|
13K
$521K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-930- 6.44% |
$35.3K - $36.9K
|
13.5K
$540K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 1.79% |
$38.1K - $39.8K
|
55K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.2K- 2.65% |
$45.6K - $47.6K
|
44K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 2.38% |
$47.3K - $49.5K
|
51.2K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.3K- 3.32% |
$49.2K - $51.4K
|
37.7K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.31K- 5.36% |
$49.9K - $52.1K
|
23.2K
$925K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-1.32K- 4.58% |
$50K - $52.2K
|
27.4K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.37K- 1.82% |
$51.9K - $54.2K
|
73.7K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.42K- 1.36% |
$54.1K - $56.5K
|
104K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 3.76% |
$56.1K - $58.7K
|
37.9K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.5K- 18.06% |
$57K - $59.6K
|
6.81K
$272K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.62K- 2.33% |
$61.6K - $64.3K
|
68K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 1.53% |
$62K - $64.8K
|
105K
$4.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.03K- 1.41% |
$77K - $80.4K
|
142K
$5.67M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.04K- 3.72% |
$77.6K - $81K
|
52.9K
$2.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 2.6% |
$78.7K - $82.2K
|
77.5K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.14K- 0.85% |
$81.1K - $84.7K
|
250K
$9.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.15K- 4.44% |
$81.8K - $85.5K
|
46.3K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.17K- 19.35% |
$82.4K - $86.1K
|
9.04K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 11.65% |
$83.6K - $87.3K
|
16.7K
$666K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-2.21K- 2.12% |
$83.8K - $87.5K
|
102K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.65K- 30.38% |
$101K - $105K
|
6.08K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.01K- 4.1% |
$114K - $119K
|
70.3K
$2.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.02K- 36.61% |
$115K - $120K
|
5.24K
$209K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.05K- 37.87% |
$116K - $121K
|
5K
$200K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 8.11% |
$116K - $122K
|
34.7K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-3.08K- 20.05% |
$117K - $122K
|
12.3K
$490K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.2K- 6.81% |
$122K - $127K
|
43.8K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-3.39K- 29.78% |
$129K - $134K
|
7.98K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.8K- 34.18% |
$145K - $151K
|
7.33K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.88K- 12.59% |
$147K - $154K
|
27K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.46K- 31.49% |
$170K - $177K
|
9.71K
$388K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4.75K- 18.04% |
$180K - $189K
|
21.6K
$862K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.89K- 6.91% |
$186K - $194K
|
65.8K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.37K- 16.2% |
$204K - $213K
|
27.8K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.39K- 6.15% |
$205K - $214K
|
82.4K
$3.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.44K- 3.09% |
$207K - $216K
|
171K
$6.81M
|
|