Purchases and Sales Made in Q4 2025 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) during Q4 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
17KNew |
$522K - $534K
|
17K
$523K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
15.2K+ 3.24% |
$467K - $477K
|
484K
$14.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
14.2K+ 100.0% |
$437K - $447K
|
28.5K
$877K
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.17KNew |
$159K - $162K
|
5.17K
$159K
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.1K+ 2.46% |
$33.8K - $34.5K
|
45.9K
$1.41M
|
|
|
Jan 28, 2026
Q4 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
322+ 4.22% |
$9.89K - $10.1K
|
7.95K
$245K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
308+ 0.42% |
$9.46K - $9.67K
|
73.3K
$2.26M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
64+ 80.0% |
$1.97K - $2.01K
|
144
$4.43K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-33- 10.22% |
$1.01K - $1.04K
|
290
$8.93K
|
|
|
Jan 29, 2026
Q4 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-59- 0.28% |
$1.81K - $1.85K
|
21.2K
$654K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-61- 0.15% |
$1.87K - $1.91K
|
41K
$1.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-198- 12.35% |
$6.08K - $6.22K
|
1.41K
$43.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-348- 0.6% |
$10.7K - $10.9K
|
57.5K
$1.77M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-598- 2.31% |
$18.4K - $18.8K
|
25.2K
$777K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 13.57% |
$43K - $43.9K
|
8.91K
$274K
|
|
|
Jan 28, 2026
Q4 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.45K- 3.89% |
$44.5K - $45.5K
|
35.8K
$1.1M
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.51K- 26.43% |
$77.2K - $78.9K
|
7K
$215K
|
|