Latest Institutional Transactions on Innovator U.S. Small Cap Power (KJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8.36KNew |
$244K - $260K
|
8.36K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.6K- 28.96% |
$134K - $143K
|
11.3K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.05K+ 11.91% |
$235K - $250K
|
75.7K
$2.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 6.63% |
$14.6K - $15.5K
|
7.04K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.4K- 23.49% |
$2.38M - $2.53M
|
265K
$8.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-49.7K- 86.7% |
$1.45M - $1.54M
|
7.62K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-527- 3.1% |
$15.4K - $16.4K
|
16.5K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.8K+ 91.37% |
$199K - $211K
|
14.2K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
69New |
$2.01K - $2.14K
|
69
$2.12K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
947+ 3.8% |
$27.7K - $29.4K
|
25.8K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.62K- 1.06% |
$47.2K - $50.2K
|
150K
$4.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 0.98% |
$7.42K - $7.89K
|
25.6K
$789K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.24K+ 54.72% |
$94.5K - $101K
|
9.15K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.27K+ 26.11% |
$154K - $164K
|
25.5K
$784K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
134+ 0.18% |
$3.91K - $4.16K
|
73K
$2.25M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.17K+ 12.78% |
$34.1K - $36.3K
|
10.3K
$317K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.29KNew |
$213K - $227K
|
7.29K
$224K
|
|
| Q2 2025 | |||||||
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
901New |
$23.4K - $26.3K
|
901
$27.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 276.29% |
$30.6K - $34.4K
|
1.6K
$49.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
7.13KNew |
$185K - $208K
|
7.13K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
103New |
$2.67K - $3.01K
|
103
$3.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
108KNew |
$2.8M - $3.15M
|
108K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.15K+ 8.77% |
$81.9K - $92.1K
|
39.1K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 3.37% |
$30K - $33.7K
|
35.4K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.99K- 12.25% |
$104K - $117K
|
28.6K
$881K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.28K- 11.32% |
$33.3K - $37.5K
|
10.1K
$310K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.67K- 80.96% |
$43.4K - $48.8K
|
393
$12.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-615- 1.21% |
$16K - $18K
|
50.2K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-710- 0.99% |
$18.4K - $20.7K
|
71.2K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$26K - $29.2K
|
1K
$30.8K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.17KNew |
$32.7K - $35.4K
|
1.17K
$36.1K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.67KNew |
$102K - $111K
|
3.67K
$113K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.59K- 31.43% |
$128K - $139K
|
10K
$308K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$5.57K - $6.04K
|
200
$6.16K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
680New |
$18.9K - $20.5K
|
680
$20.9K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-11K- 45.41% |
$306K - $332K
|
13.2K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.37KNew |
$122K - $132K
|
4.37K
$134K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-950- 5.36% |
$26.4K - $28.7K
|
16.8K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
365KNew |
$10.1M - $11M
|
365K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7.45K+ 135.0% |
$207K - $225K
|
13K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.24K- 22.45% |
$62.4K - $67.7K
|
7.75K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3K- 8.47% |
$83.5K - $90.5K
|
32.4K
$998K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-486K- 98.67% |
$13.5M - $14.7M
|
6.54K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-446- 1.03% |
$12.4K - $13.5K
|
42.8K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.53K+ 1.57% |
$42.7K - $46.3K
|
98.9K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.12K- 16.9% |
$58.9K - $63.9K
|
10.4K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.27K- 2.98% |
$35.2K - $38.2K
|
41.1K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-6.01K- 3.07% |
$167K - $181K
|
190K
$5.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.7K+ 3.28% |
$326K - $353K
|
368K
$11.3M
|
|