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 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38.5K- 50.81% |
$1.69M - $1.76M
|
37.3K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.17K- 6.14% |
$95.4K - $99.4K
|
33.2K
$1.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-952- 2.35% |
$41.8K - $43.6K
|
39.6K
$1.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.88K- 7.74% |
$171K - $178K
|
46.2K
$2.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-86- 0.65% |
$3.78K - $3.94K
|
13.1K
$604K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.95K+ 35.65% |
$173K - $181K
|
15K
$693K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.56KNew |
$156K - $163K
|
3.56K
$164K
|
|
| Q2 2025 | |||||||
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
158New |
$6.11K - $6.96K
|
158
$7.29K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- -0.0% |
$38.7 - $44.1
|
40K
$1.85M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.28KNew |
$165K - $188K
|
4.28K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.5K- 7.28% |
$135K - $154K
|
44.5K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$184K - $210K
|
4.76K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-435- 8.18% |
$16.8K - $19.2K
|
4.89K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
114New |
$4.41K - $5.02K
|
114
$5.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
94+ 0.76% |
$3.64K - $4.14K
|
12.5K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-57.7K- 73.59% |
$2.23M - $2.54M
|
20.7K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.61KNew |
$256K - $291K
|
6.61K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17- 0.08% |
$658 - $749
|
20.9K
$964K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 0.04% |
$116 - $132
|
8.22K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-46Closed |
$1.78K - $2.03K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$11.8K - $13.4K
|
304
$14K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.77KNew |
$223K - $254K
|
5.77K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-115- 0.44% |
$4.45K - $5.07K
|
25.9K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.7KNew |
$493K - $561K
|
12.7K
$588K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-21- 0.09% |
$813 - $925
|
23.9K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-57.9K- 89.57% |
$2.24M - $2.55M
|
6.75K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.16K+ 11.6% |
$122K - $139K
|
30.4K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-303- 1.48% |
$11.7K - $13.3K
|
20.1K
$928K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-162- 0.9% |
$6.27K - $7.14K
|
17.9K
$827K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.73KNew |
$183K - $208K
|
4.73K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 13.31% |
$61.6K - $70.2K
|
10.4K
$478K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.11% |
$52.2K - $59.4K
|
122K
$5.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-710- 7.71% |
$27.5K - $31.3K
|
8.5K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
381+ 595.31% |
$14.7K - $16.8K
|
445
$20.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.44K+ 4.07% |
$55.7K - $63.3K
|
36.8K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
19.1KNew |
$740K - $842K
|
19.1K
$881K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-50- 0.34% |
$1.94K - $2.2K
|
14.6K
$675K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7.58KNew |
$293K - $334K
|
7.58K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.27K+ 22.86% |
$49.1K - $55.9K
|
6.82K
$314K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.97KNew |
$231K - $263K
|
5.97K
$275K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
7.42K+ 11.32% |
$287K - $327K
|
72.9K
$3.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.85K- 15.91% |
$226K - $257K
|
30.9K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-297- 4.95% |
$11.5K - $13.1K
|
5.7K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1K- 8.5% |
$38.7K - $44.1K
|
10.8K
$496K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.61KNew |
$178K - $203K
|
4.61K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.63K- 50.83% |
$334K - $380K
|
8.35K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-250- 2.06% |
$9.68K - $11K
|
11.9K
$548K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-465- 1.96% |
$18K - $20.5K
|
23.3K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 23.08% |
$11.6K - $13.2K
|
1K
$46.1K
|
|