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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22.4KNew |
$986K - $1.03M
|
22.4K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-307- 0.8% |
$13.5K - $14.1K
|
38.2K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
295+ 3.77% |
$13K - $13.5K
|
8.12K
$375K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-10.6K- 9.43% |
$467K - $486K
|
102K
$4.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21- 0.01% |
$923 - $962
|
224K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
910+ 30.0% |
$40K - $41.7K
|
3.94K
$182K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.74KNew |
$252K - $263K
|
5.74K
$265K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 0.03% |
$483 - $504
|
44K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
269+ 3.27% |
$11.8K - $12.3K
|
8.5K
$392K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-32.2K- 25.46% |
$1.42M - $1.48M
|
94.3K
$4.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.2KNew |
$449K - $468K
|
10.2K
$471K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.05K+ 14.31% |
$46.1K - $48K
|
8.38K
$386K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500- 3.87% |
$22K - $22.9K
|
12.4K
$573K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.25K- 1.95% |
$143K - $149K
|
163K
$7.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 1.84% |
$6.42K - $6.69K
|
7.78K
$359K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.02% |
$44 - $45.8
|
5.11K
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.9K+ 0.78% |
$83.3K - $86.8K
|
245K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-503- 3.09% |
$22.1K - $23K
|
15.8K
$727K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-156- 0.41% |
$6.86K - $7.14K
|
38K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858K- 61.14% |
$37.7M - $39.3M
|
545K
$25.1M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-11.1K- 14.84% |
$488K - $508K
|
63.7K
$2.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
71+ 0.42% |
$3.12K - $3.25K
|
17.1K
$790K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.59K+ 33.38% |
$334K - $348K
|
30.3K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-4.09K- 8.77% |
$180K - $187K
|
42.5K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$120K - $125K
|
58.1K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.1K- 0.82% |
$48.2K - $50.2K
|
133K
$6.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-766- 0.32% |
$33.7K - $35.1K
|
242K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.17K- 10.5% |
$139K - $145K
|
27K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-598- 2.73% |
$26.3K - $27.4K
|
21.3K
$982K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.69K- 7.77% |
$118K - $123K
|
31.9K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8.58K- 2.65% |
$377K - $393K
|
315K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-549- 8.04% |
$24.1K - $25.1K
|
6.28K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.21K- 21.98% |
$53.4K - $55.6K
|
4.31K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-212- 2.08% |
$9.32K - $9.71K
|
9.99K
$461K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 0.22% |
$1.54K - $1.6K
|
16.2K
$747K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.28K- 25.66% |
$276K - $288K
|
18.2K
$839K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-490- 0.93% |
$21.5K - $22.4K
|
52.1K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-449- 0.99% |
$19.7K - $20.6K
|
44.8K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.44K- 2.77% |
$195K - $203K
|
156K
$7.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-614- 1.89% |
$27K - $28.1K
|
31.9K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
265+ 0.48% |
$11.6K - $12.1K
|
54.9K
$2.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-13.5K- 15.4% |
$591K - $616K
|
73.9K
$3.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.11% |
$3.3K - $3.44K
|
6.69K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.3K+ 25.36% |
$451K - $470K
|
50.7K
$2.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9.35K- 2.16% |
$411K - $428K
|
424K
$19.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-185K- 94.29% |
$8.15M - $8.49M
|
11.2K
$517K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-659K- 84.16% |
$28.9M - $30.2M
|
124K
$5.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.7K+ 1.91% |
$207K - $215K
|
251K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
809+ 0.42% |
$35.6K - $37.1K
|
192K
$8.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-654- 2.85% |
$28.7K - $30K
|
22.3K
$1.03M
|
|