Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 9.16% |
$4.02M - $4.2M
|
1.26M
$50.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
83.6KNew |
$3.18M - $3.32M
|
83.6K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.4KNew |
$1.42M - $1.49M
|
37.4K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.3KNew |
$1.42M - $1.48M
|
37.3K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.5K+ 714.65% |
$1.16M - $1.21M
|
34.8K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 12.61% |
$1.06M - $1.11M
|
250K
$9.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.6K+ 1.66% |
$973K - $1.02M
|
1.57M
$62.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
24.7K+ 242.08% |
$938K - $980K
|
34.9K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9KNew |
$718K - $750K
|
18.9K
$755K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.3K+ 317.37% |
$619K - $647K
|
21.4K
$856K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
16.2KNew |
$616K - $644K
|
16.2K
$648K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2KNew |
$539K - $563K
|
14.2K
$566K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10.2K+ 100.0% |
$386K - $403K
|
20.3K
$811K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.01K+ 115.75% |
$304K - $318K
|
14.9K
$596K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.7KNew |
$293K - $306K
|
7.7K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.63KNew |
$214K - $223K
|
5.63K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.24KNew |
$199K - $208K
|
5.24K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.24KNew |
$199K - $208K
|
5.24K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.22KNew |
$198K - $207K
|
5.22K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.44K+ 63.85% |
$169K - $176K
|
11.4K
$455K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.99K+ 19.96% |
$152K - $158K
|
24K
$957K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.53KNew |
$96.1K - $100K
|
2.53K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.25K+ 34.02% |
$85.6K - $89.4K
|
8.88K
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 25.22% |
$51.1K - $53.4K
|
6.68K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
440+ 22.07% |
$16.7K - $17.5K
|
2.43K
$97.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
41New |
$1.56K - $1.63K
|
41
$1.64K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2- 0.01% |
$76 - $79.4
|
38.5K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-17- 0.04% |
$646 - $675
|
42.5K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18- 0.15% |
$684 - $714
|
12.2K
$487K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-20- 0.12% |
$760 - $794
|
17.1K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22- 0.21% |
$836 - $873
|
10.5K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-29- 0.23% |
$1.1K - $1.15K
|
12.5K
$498K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-40- 0.29% |
$1.52K - $1.59K
|
13.6K
$544K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-50- 0.91% |
$1.9K - $1.98K
|
5.43K
$217K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 1.97% |
$3.04K - $3.18K
|
3.98K
$159K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-98- 0.96% |
$3.72K - $3.89K
|
10.1K
$405K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.28% |
$3.8K - $3.97K
|
35.8K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 1.02% |
$3.8K - $3.97K
|
9.7K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-105- 0.25% |
$3.99K - $4.17K
|
41.7K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-110- 0.86% |
$4.18K - $4.37K
|
12.7K
$506K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-121- 0.64% |
$4.6K - $4.8K
|
18.9K
$754K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-130- 1.16% |
$4.94K - $5.16K
|
11.1K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-141- 1.03% |
$5.36K - $5.6K
|
13.6K
$541K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.37% |
$7.6K - $7.94K
|
54.3K
$2.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 14.02% |
$7.98K - $8.33K
|
1.29K
$51.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-213- 1.96% |
$8.09K - $8.45K
|
10.7K
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-256- 1.03% |
$9.73K - $10.2K
|
24.5K
$979K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-271- 1.86% |
$10.3K - $10.8K
|
14.3K
$572K
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-320- 1.11% |
$12.2K - $12.7K
|
28.5K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-350- 1.85% |
$13.3K - $13.9K
|
18.6K
$742K
|
|