Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
31.7K+ 604.14% |
$1.24M - $1.27M
|
36.9K
$1.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.5KNew |
$414K - $423K
|
10.5K
$421K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37+ 0.41% |
$1.45K - $1.48K
|
9.08K
$363K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-17- 0.1% |
$668 - $682
|
17K
$680K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-208- 0.26% |
$8.17K - $8.34K
|
81K
$3.24M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-335- 13.25% |
$13.2K - $13.4K
|
2.19K
$87.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-450- 3.73% |
$17.7K - $18.1K
|
11.6K
$463K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-488- 37.89% |
$19.2K - $19.6K
|
800
$31.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-493- 1.01% |
$19.4K - $19.8K
|
48.2K
$1.92M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-557- 3.21% |
$21.9K - $22.3K
|
16.8K
$670K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-673- 2.88% |
$26.4K - $27K
|
22.7K
$905K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-755- 2.62% |
$29.7K - $30.3K
|
28K
$1.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-899- 8.08% |
$35.3K - $36.1K
|
10.2K
$408K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 0.88% |
$49.1K - $50.1K
|
141K
$5.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.59K- 1.52% |
$102K - $104K
|
168K
$6.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.7K- 14.29% |
$106K - $108K
|
16.2K
$646K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 8.05% |
$118K - $120K
|
34.3K
$1.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4.91K- 22.76% |
$193K - $197K
|
16.7K
$665K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 11.36% |
$196K - $201K
|
39K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.32K- 8.99% |
$248K - $254K
|
64K
$2.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-19.3K- 28.4% |
$759K - $774K
|
48.7K
$1.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.8K- 30.21% |
$973K - $993K
|
57.2K
$2.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-809K- 83.87% |
$31.8M - $32.5M
|
156K
$6.21M
|
|