Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) 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
|
- |
88.5KNew |
$4M - $4.07M
|
88.5K
$4.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.1KNew |
$730K - $743K
|
16.1K
$737K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.71KNew |
$394K - $401K
|
8.71K
$398K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.78KNew |
$80.7K - $82.1K
|
1.78K
$81.5K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.17K+ 7.73% |
$52.9K - $53.8K
|
16.3K
$744K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
1.09K+ 0.21% |
$49.3K - $50.2K
|
514K
$23.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
545+ 1.2% |
$24.6K - $25.1K
|
46.1K
$2.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
99+ 0.17% |
$4.48K - $4.56K
|
59.4K
$2.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7- 0.14% |
$317 - $322
|
4.87K
$223K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 0.07% |
$497 - $506
|
15K
$686K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65- 0.45% |
$2.94K - $2.99K
|
14.5K
$663K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-126- 35.59% |
$5.7K - $5.8K
|
228
$10.4K
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-400- 1.07% |
$18.1K - $18.4K
|
36.9K
$1.69M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-639- 4.27% |
$28.9K - $29.4K
|
14.3K
$655K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-661- 0.34% |
$29.9K - $30.4K
|
193K
$8.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-753- 1.22% |
$34.1K - $34.7K
|
61.1K
$2.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-955- 8.13% |
$43.2K - $44K
|
10.8K
$493K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.09K- 5.9% |
$49.1K - $50K
|
17.3K
$790K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 0.96% |
$66.1K - $67.3K
|
152K
$6.92M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.5KClosed |
$67.8K - $69.1K
|
0
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.89K- 1.9% |
$131K - $133K
|
150K
$6.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 10.48% |
$138K - $141K
|
26.1K
$1.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.76K- 11.84% |
$170K - $173K
|
28K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.91K- 5.02% |
$177K - $180K
|
74.1K
$3.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.24K- 22.63% |
$282K - $287K
|
21.3K
$975K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.35K- 7.78% |
$287K - $292K
|
75.3K
$3.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.44K- 23.27% |
$336K - $342K
|
24.5K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.2K- 69.61% |
$461K - $470K
|
4.45K
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10.3K- 5.38% |
$466K - $474K
|
181K
$8.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-14.3K- 27.96% |
$646K - $658K
|
36.8K
$1.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30K- 37.51% |
$1.36M - $1.38M
|
49.9K
$2.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84.5K- 13.56% |
$3.82M - $3.89M
|
539K
$24.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-650K- 81.48% |
$29.4M - $29.9M
|
148K
$6.74M
|
|