Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) 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 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
454New |
$20K - $20.8K
|
454
$20.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.81K+ 0.92% |
$79.7K - $83K
|
200K
$9.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.44K- 3.03% |
$63.1K - $65.7K
|
46K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5- 0.08% |
$220 - $229
|
6.27K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 2.28% |
$103K - $107K
|
100K
$4.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-47- 0.02% |
$2.07K - $2.15K
|
269K
$12.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.87KNew |
$214K - $223K
|
4.87K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-283- 1.92% |
$12.4K - $13K
|
14.5K
$666K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15K- 14.92% |
$659K - $687K
|
85.6K
$3.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.3K- 1.97% |
$321K - $334K
|
363K
$16.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.24K- 9.27% |
$98.6K - $103K
|
22K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-706- 68.41% |
$31K - $32.3K
|
326
$15K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.38K+ 15.5% |
$148K - $155K
|
25.2K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-104K- 57.89% |
$4.57M - $4.76M
|
75.6K
$3.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-236- 4.06% |
$10.4K - $10.8K
|
5.58K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-62.7K- 47.48% |
$2.75M - $2.87M
|
69.3K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.63K- 16.93% |
$423K - $441K
|
47.3K
$2.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-475- 2.27% |
$20.9K - $21.8K
|
20.5K
$943K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-22- 0.03% |
$967 - $1.01K
|
71.6K
$3.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-7K- 1.74% |
$308K - $321K
|
394K
$18.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
105+ 0.12% |
$4.61K - $4.81K
|
86.3K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.4KNew |
$1.65M - $1.71M
|
37.4K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.01KNew |
$264K - $275K
|
6.01K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-474- 0.36% |
$20.8K - $21.7K
|
133K
$6.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.77K- 8.6% |
$77.6K - $80.8K
|
18.8K
$865K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.39K+ 100.0% |
$237K - $247K
|
10.8K
$497K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 6.11% |
$97.6K - $102K
|
34.1K
$1.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 0.31% |
$6.59K - $6.87K
|
48.3K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
237+ 2.11% |
$10.4K - $10.9K
|
11.4K
$528K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.2K+ 1.66% |
$974K - $1.02M
|
1.36M
$62.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
401K+ 1281.2% |
$17.6M - $18.4M
|
432K
$19.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-355- 0.55% |
$15.6K - $16.3K
|
64K
$2.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.33K- 1.22% |
$190K - $198K
|
351K
$16.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.34K- 42.75% |
$411K - $428K
|
12.5K
$577K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.19K- 16.25% |
$184K - $192K
|
21.6K
$996K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.31K- 4.18% |
$189K - $197K
|
98.8K
$4.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-125- 0.26% |
$5.49K - $5.73K
|
48.4K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.4K+ 5.53% |
$105K - $110K
|
45.7K
$2.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 75.84% |
$178K - $185K
|
9.37K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
607+ 8.75% |
$26.7K - $27.8K
|
7.54K
$348K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.48K- 7.29% |
$153K - $160K
|
44.3K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-885- 11.95% |
$38.9K - $40.5K
|
6.52K
$301K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.09% |
$352 - $366
|
9.14K
$422K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-538- 5.97% |
$23.6K - $24.6K
|
8.47K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
36.9K+ 69.87% |
$1.62M - $1.69M
|
89.7K
$4.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.35K- 8.69% |
$59.5K - $62K
|
14.2K
$656K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.9K- 16.98% |
$1.45M - $1.51M
|
161K
$7.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.04K- 35.03% |
$353K - $368K
|
14.9K
$688K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-147K- 56.82% |
$6.44M - $6.72M
|
111K
$5.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
197+ 2.6% |
$8.66K - $9.02K
|
7.78K
$359K
|
|