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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.69K+ 10.47% |
$104K - $118K
|
28.4K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-24- 0.24% |
$929 - $1.06K
|
9.88K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
346+ 0.93% |
$13.4K - $15.2K
|
37.7K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.05K- 4.21% |
$40.6K - $46.3K
|
23.9K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
86+ 0.4% |
$3.33K - $3.79K
|
21.5K
$991K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.65K+ 5.71% |
$103K - $117K
|
49.1K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.14K+ 76.94% |
$160K - $183K
|
9.53K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.61K- 6.8% |
$62.1K - $70.7K
|
22K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 7.37% |
$82.3K - $93.7K
|
26.7K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-4.21K- 14.65% |
$163K - $185K
|
24.5K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.37K- 6.49% |
$53K - $60.3K
|
19.8K
$911K
|
|
| Q1 2025 | |||||||
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
5.55KNew |
$228K - $240K
|
5.55K
$256K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 17.97% |
$47.3K - $49.7K
|
7.55K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-139- 28.72% |
$5.71K - $6.01K
|
345
$15.9K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
33.5KNew |
$1.38M - $1.45M
|
33.5K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73.3K+ 243.15% |
$3.01M - $3.17M
|
103K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.68K- 4.67% |
$69.2K - $72.8K
|
34.4K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.23KNew |
$256K - $269K
|
6.23K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
12.5KNew |
$513K - $539K
|
12.5K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
104New |
$4.27K - $4.5K
|
104
$4.8K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
403+ 52.0% |
$16.6K - $17.4K
|
1.18K
$54.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.5KNew |
$103K - $108K
|
2.5K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.02KNew |
$371K - $390K
|
9.02K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
57.5K+ 11958.21% |
$2.36M - $2.49M
|
58K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.04K+ 19.47% |
$42.7K - $44.9K
|
6.37K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141+ 39.28% |
$5.79K - $6.1K
|
500
$23.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$123 - $130
|
3
$138
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.05KNew |
$207K - $218K
|
5.05K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.9KNew |
$201K - $212K
|
4.9K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-293- 3.21% |
$12K - $12.7K
|
8.84K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.98K- 50.06% |
$328K - $345K
|
7.96K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7.86K- 99.76% |
$323K - $340K
|
19
$876
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$300K - $316K
|
7.3K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
550+ 10.38% |
$22.6K - $23.8K
|
5.85K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.5K- 8.67% |
$144K - $151K
|
36.9K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
37.3KNew |
$1.53M - $1.61M
|
37.3K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
800+ 5.32% |
$32.9K - $34.6K
|
15.8K
$730K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$41.1 - $43.2
|
9.28K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
477New |
$19.6K - $20.6K
|
477
$22K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 26.42% |
$152K - $160K
|
17.7K
$814K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
5.72KNew |
$235K - $248K
|
5.72K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.39% |
$1.64K - $1.73K
|
10.2K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
19.6KNew |
$805K - $847K
|
19.6K
$904K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.77K+ 28.89% |
$72.6K - $76.4K
|
7.88K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-348- 3.8% |
$14.3K - $15K
|
8.81K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
631+ 2.85% |
$25.9K - $27.3K
|
22.8K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-240- 3.97% |
$9.86K - $10.4K
|
5.8K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14KNew |
$577K - $607K
|
14K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43.9KNew |
$1.8M - $1.9M
|
43.9K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.4K- 21.55% |
$57.7K - $60.7K
|
5.11K
$236K
|
|