Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) 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 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
87.5KNew |
$3.98M - $4.05M
|
87.5K
$4.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
12.6KNew |
$573K - $584K
|
12.6K
$582K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.5K+ 7.84% |
$475K - $484K
|
144K
$6.63M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
10.2KNew |
$464K - $472K
|
10.2K
$471K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
9.48K+ 185.52% |
$431K - $439K
|
14.6K
$673K
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
7.62K+ 13.04% |
$346K - $353K
|
66.1K
$3.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.35KNew |
$107K - $109K
|
2.35K
$108K
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1.79K+ 6.62% |
$81.3K - $82.9K
|
28.8K
$1.33M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
991+ 6.6% |
$45K - $45.9K
|
16K
$738K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
700+ 2.93% |
$31.8K - $32.4K
|
24.6K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
565New |
$25.7K - $26.2K
|
565
$26.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
415+ 93.26% |
$18.8K - $19.2K
|
860
$39.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
359+ 1.97% |
$16.3K - $16.6K
|
18.6K
$856K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
240+ 0.44% |
$10.9K - $11.1K
|
55.2K
$2.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
49+ 0.06% |
$2.23K - $2.27K
|
86.3K
$3.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4- 0.09% |
$182 - $185
|
4.61K
$212K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-34- 0.29% |
$1.54K - $1.57K
|
11.9K
$547K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-85- 1.27% |
$3.86K - $3.94K
|
6.6K
$304K
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-86- 0.02% |
$3.91K - $3.98K
|
394K
$18.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-107- 0.82% |
$4.86K - $4.95K
|
13K
$599K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-115- 1.76% |
$5.22K - $5.32K
|
6.41K
$295K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-127- 0.52% |
$5.77K - $5.88K
|
24.4K
$1.12M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-296- 1.83% |
$13.4K - $13.7K
|
15.9K
$733K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-598- 2.68% |
$27.2K - $27.7K
|
21.7K
$1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-773- 3.63% |
$35.1K - $35.8K
|
20.5K
$946K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.08K- 3.27% |
$49.2K - $50.1K
|
32.1K
$1.48M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.17K- 32.77% |
$52.9K - $53.9K
|
2.39K
$110K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2K- 2.71% |
$90.8K - $92.6K
|
71.9K
$3.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.13K- 1.72% |
$96.7K - $98.6K
|
122K
$5.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.22K- 1.99% |
$101K - $103K
|
109K
$5.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.53K- 11.48% |
$115K - $117K
|
19.5K
$899K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.02K- 4.36% |
$137K - $140K
|
66.3K
$3.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.5K- 23.91% |
$159K - $162K
|
11.1K
$513K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.59K- 9.64% |
$163K - $166K
|
33.7K
$1.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.65K- 6.38% |
$211K - $215K
|
68.3K
$3.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-6.36K- 13.16% |
$289K - $294K
|
41.9K
$1.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.06K- 18.44% |
$411K - $419K
|
40.1K
$1.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
SELL
|
- |
-9.29K- 5.97% |
$422K - $430K
|
146K
$6.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10.4K- 5.41% |
$471K - $480K
|
181K
$8.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-16.7K- 36.17% |
$760K - $774K
|
29.5K
$1.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-18.5K- 4.36% |
$840K - $857K
|
406K
$18.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-83.8K- 88.79% |
$3.8M - $3.88M
|
10.6K
$487K
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
SELL
|
- |
-92K- 57.31% |
$4.18M - $4.26M
|
68.6K
$3.16M
|
|