Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) 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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
735K+ 360.75% |
$29.3M - $30.3M
|
939K
$38.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
127K+ 25.77% |
$5.07M - $5.24M
|
621K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.6K+ 19.51% |
$1.65M - $1.71M
|
255K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.9KNew |
$1.27M - $1.31M
|
31.9K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24.8K+ 1.66% |
$987K - $1.02M
|
1.52M
$62.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.6KNew |
$941K - $973K
|
23.6K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.3K+ 90.69% |
$926K - $957K
|
48.9K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.9KNew |
$871K - $901K
|
21.9K
$903K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 74.62% |
$721K - $746K
|
42.4K
$1.75M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
17.9KNew |
$712K - $736K
|
17.9K
$738K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17.8K+ 13366.17% |
$707K - $732K
|
17.9K
$739K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
17K+ 161.71% |
$677K - $700K
|
27.5K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.4KNew |
$614K - $635K
|
15.4K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8K+ 48.97% |
$509K - $526K
|
38.9K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
12.1K+ 1.95% |
$483K - $500K
|
636K
$26.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$357K - $369K
|
8.97K
$370K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.55KNew |
$340K - $352K
|
8.55K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.82K+ 28.11% |
$271K - $281K
|
31.1K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.72KNew |
$268K - $277K
|
6.72K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
6.38KNew |
$254K - $262K
|
6.38K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.27KNew |
$250K - $258K
|
6.27K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.43KNew |
$216K - $223K
|
5.43K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.31K+ 2.7% |
$211K - $219K
|
202K
$8.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.89KNew |
$195K - $201K
|
4.89K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.61K+ 29.01% |
$144K - $149K
|
16.1K
$663K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.59K+ 3.46% |
$143K - $148K
|
108K
$4.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.34K+ 1.33% |
$133K - $138K
|
255K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.78K+ 1.37% |
$111K - $115K
|
205K
$8.47M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.82KNew |
$72.3K - $74.8K
|
1.82K
$75K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 0.38% |
$66K - $68.3K
|
433K
$17.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.31K+ 0.84% |
$52K - $53.8K
|
156K
$6.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 5.53% |
$49.7K - $51.4K
|
23.8K
$984K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 7.2% |
$43.8K - $45.3K
|
16.4K
$676K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
852+ 2.25% |
$33.9K - $35.1K
|
38.7K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
616+ 31.59% |
$24.5K - $25.3K
|
2.57K
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
586+ 1.91% |
$23.3K - $24.1K
|
31.2K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
358+ 4.7% |
$14.2K - $14.7K
|
7.98K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
336+ 1.87% |
$13.4K - $13.8K
|
18.4K
$757K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
307+ 1.88% |
$12.2K - $12.6K
|
16.6K
$687K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
299+ 0.93% |
$11.9K - $12.3K
|
32.5K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-9- 0.98% |
$358 - $370
|
911
$37.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.08% |
$796 - $823
|
24.2K
$999K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 0.39% |
$796 - $823
|
5.05K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 0.52% |
$995 - $1.03K
|
4.8K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-30- 0.02% |
$1.19K - $1.23K
|
127K
$5.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37- 0.25% |
$1.47K - $1.52K
|
14.9K
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-55- 0.47% |
$2.19K - $2.26K
|
11.5K
$476K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-60- 1.06% |
$2.39K - $2.47K
|
5.61K
$232K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-70- 0.18% |
$2.79K - $2.88K
|
39.8K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-88- 0.35% |
$3.5K - $3.62K
|
24.8K
$1.02M
|
|