Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-955- 8.13% |
$43.2K - $44K
|
10.8K
$493K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.89K- 1.9% |
$131K - $133K
|
150K
$6.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.76K- 11.84% |
$170K - $173K
|
28K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-753- 1.22% |
$34.1K - $34.7K
|
61.1K
$2.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-661- 0.34% |
$29.9K - $30.4K
|
193K
$8.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
88.5KNew |
$4M - $4.07M
|
88.5K
$4.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65- 0.45% |
$2.94K - $2.99K
|
14.5K
$663K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.91K- 5.02% |
$177K - $180K
|
74.1K
$3.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84.5K- 13.56% |
$3.82M - $3.89M
|
539K
$24.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
99+ 0.17% |
$4.48K - $4.56K
|
59.4K
$2.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 0.07% |
$497 - $506
|
15K
$686K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-14.3K- 27.96% |
$646K - $658K
|
36.8K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.24K- 22.63% |
$282K - $287K
|
21.3K
$975K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7- 0.14% |
$317 - $322
|
4.87K
$223K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.5KClosed |
$67.8K - $69.1K
|
0
$0
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.17K+ 7.73% |
$52.9K - $53.8K
|
16.3K
$744K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-126- 35.59% |
$5.7K - $5.8K
|
228
$10.4K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.3M+ 16594.05% |
$57M - $59.3M
|
1.31M
$59.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
35.9K+ 85.29% |
$1.57M - $1.64M
|
78K
$3.56M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
505+ 1.15% |
$22.1K - $23K
|
44.2K
$2.02M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2K+ 31.92% |
$490K - $510K
|
46.2K
$2.11M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
47.4KNew |
$2.08M - $2.16M
|
47.4K
$2.16M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42K+ 9.75% |
$150K - $156K
|
38.5K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-875- 60.01% |
$38.4K - $39.9K
|
583
$26.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-247- 3.51% |
$10.8K - $11.3K
|
6.79K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.63KNew |
$422K - $440K
|
9.63K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-69.2K- 2.06% |
$3.03M - $3.16M
|
3.3M
$151M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
551New |
$24.2K - $25.1K
|
551
$25.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.8K+ 17.62% |
$1.52M - $1.59M
|
232K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 36.66% |
$7.18M - $7.47M
|
610K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.71K+ 4.2% |
$75K - $78.1K
|
42.5K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-108- 0.62% |
$4.73K - $4.93K
|
17.2K
$786K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
30.2KNew |
$1.32M - $1.38M
|
30.2K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.33KNew |
$234K - $243K
|
5.33K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 0.68% |
$54.3K - $56.5K
|
182K
$8.32M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
4.5KNew |
$197K - $205K
|
4.5K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.16K+ 20.46% |
$50.8K - $52.9K
|
6.83K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55.2K+ 11.7% |
$2.42M - $2.52M
|
527K
$24.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-277- 2.32% |
$12.1K - $12.6K
|
11.7K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-235- 4.15% |
$10.3K - $10.7K
|
5.43K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91New |
$3.99K - $4.15K
|
91
$4.16K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 24.79% |
$448K - $467K
|
51.5K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69K+ 28.07% |
$3.03M - $3.15M
|
315K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-891- 8.9% |
$39.1K - $40.7K
|
9.13K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.66K+ 22.26% |
$72.9K - $75.9K
|
9.13K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
47.1K+ 34.92% |
$2.06M - $2.15M
|
182K
$8.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-59- 1.09% |
$2.59K - $2.69K
|
5.36K
$245K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30- 0.03% |
$1.31K - $1.37K
|
98.7K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
210+ 0.57% |
$9.2K - $9.58K
|
37.3K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 5.83% |
$559K - $582K
|
206K
$9.42M
|
|