Purchases and Sales Made in Q4 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q4 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
145K+ 18.79% |
$4.74M - $4.79M
|
917K
$30.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
37.5K+ 9.62% |
$1.22M - $1.24M
|
427K
$14.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
29.8K+ 120.38% |
$976K - $987K
|
54.6K
$1.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
22.6K+ 6.66% |
$738K - $746K
|
361K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
18.4K+ 62.58% |
$602K - $609K
|
47.9K
$1.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
17.9K+ 30.48% |
$584K - $591K
|
76.5K
$2.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 4.76% |
$500K - $506K
|
337K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.1K+ 12.8% |
$493K - $499K
|
133K
$4.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 48.81% |
$476K - $481K
|
44.3K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 61.94% |
$472K - $478K
|
37.8K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12.2K+ 5.02% |
$400K - $404K
|
256K
$8.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.1KNew |
$397K - $401K
|
12.1K
$400K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
11.5KNew |
$377K - $382K
|
11.5K
$381K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 37.71% |
$357K - $361K
|
39.9K
$1.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.33K+ 30.69% |
$305K - $308K
|
39.7K
$1.31M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
9.29K+ 5.97% |
$304K - $307K
|
165K
$5.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.8KNew |
$255K - $258K
|
7.8K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.46K+ 1.52% |
$244K - $247K
|
499K
$16.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
6.17K+ 69.98% |
$202K - $204K
|
15K
$495K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.13KNew |
$200K - $203K
|
6.13K
$202K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.44K+ 13.44% |
$178K - $180K
|
46K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.06K+ 4.7% |
$165K - $167K
|
113K
$3.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.09K+ 3.53% |
$134K - $135K
|
120K
$3.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.74K+ 1.19% |
$122K - $124K
|
319K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.35K+ 17.64% |
$44K - $44.5K
|
8.98K
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
865+ 1.71% |
$28.3K - $28.6K
|
51.5K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-100- 1.3% |
$3.27K - $3.31K
|
7.6K
$251K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-200- 16.67% |
$6.54K - $6.61K
|
1K
$33K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.12K- 3.15% |
$36.8K - $37.2K
|
34.6K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.48K- 2.69% |
$48.5K - $49K
|
53.6K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.22K- 11.56% |
$72.6K - $73.4K
|
17K
$560K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.5K- 40.18% |
$147K - $149K
|
6.7K
$221K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-4.86K- 42.24% |
$159K - $161K
|
6.65K
$219K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.83K- 8.44% |
$223K - $226K
|
74.1K
$2.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.85K- 4.58% |
$289K - $293K
|
184K
$6.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-10.2K- 12.76% |
$334K - $338K
|
69.8K
$2.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-22.4K- 2.66% |
$734K - $742K
|
822K
$27.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-46.1K- 6.27% |
$1.51M - $1.52M
|
688K
$22.7M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-139K- 95.17% |
$4.53M - $4.58M
|
7.04K
$232K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-701K- 81.64% |
$22.9M - $23.2M
|
158K
$5.2M
|
|