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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.35K+ 29.66% |
$59.2K - $61.6K
|
5.9K
$270K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.2KNew |
$1.59M - $1.65M
|
36.2K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-849- 96.04% |
$37.2K - $38.7K
|
35
$1.6K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.9K+ 18.66% |
$2.45M - $2.55M
|
355K
$16.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
489K+ 2036.81% |
$21.4M - $22.3M
|
513K
$23.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.28K+ 7.75% |
$144K - $150K
|
45.6K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
340+ 14.81% |
$14.9K - $15.5K
|
2.64K
$120K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.53KNew |
$111K - $115K
|
2.53K
$116K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
2K+ 12.21% |
$87.7K - $91.3K
|
18.4K
$839K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-451- 1.81% |
$19.8K - $20.6K
|
24.5K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.87K- 16.58% |
$170K - $177K
|
19.5K
$890K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.17K- 27.1% |
$95.1K - $99K
|
5.83K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.9K+ 232.78% |
$1.18M - $1.23M
|
38.5K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.96K+ 45.32% |
$173K - $181K
|
12.7K
$579K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2+ 0.03% |
$87.7 - $91.3
|
6.38K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.8K+ 1.66% |
$998K - $1.04M
|
1.39M
$63.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
244+ 3.5% |
$10.7K - $11.1K
|
7.22K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
320+ 2.25% |
$14K - $14.6K
|
14.5K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 25.94% |
$4.85M - $5.05M
|
537K
$24.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.27K+ 1.87% |
$55.8K - $58.1K
|
69.3K
$3.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-797- 7.78% |
$34.9K - $36.4K
|
9.45K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
8.06KNew |
$353K - $368K
|
8.06K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-646- 0.43% |
$28.3K - $29.5K
|
150K
$6.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6.83K+ 1447.46% |
$299K - $312K
|
7.3K
$334K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4K+ 11.89% |
$175K - $182K
|
37.6K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 3.22% |
$77.8K - $81.1K
|
53.4K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.8KNew |
$298K - $310K
|
6.8K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 5.13% |
$81.7K - $85.1K
|
38.2K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$1.05M - $1.09M
|
23.9K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.89K+ 72.43% |
$82.9K - $86.4K
|
4.5K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-58- 0.54% |
$2.54K - $2.65K
|
10.6K
$484K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.11K- 50.56% |
$224K - $233K
|
5K
$228K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.05% |
$877 - $913
|
41.7K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
41.5K+ 76.94% |
$1.82M - $1.9M
|
95.5K
$4.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-784- 5.44% |
$34.4K - $35.8K
|
13.6K
$623K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.9KNew |
$959K - $998K
|
21.9K
$999K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-803- 1.03% |
$35.2K - $36.6K
|
77K
$3.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 9.19% |
$755K - $787K
|
170K
$7.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15- 0.04% |
$657 - $685
|
41.3K
$1.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.08KNew |
$310K - $323K
|
7.08K
$323K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-979- 10.59% |
$42.9K - $44.7K
|
8.27K
$378K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
319+ 1.01% |
$14K - $14.6K
|
31.9K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-326K- 54.12% |
$14.3M - $14.9M
|
277K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.27K+ 11.82% |
$143K - $149K
|
31K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
914+ 18.22% |
$40.1K - $41.7K
|
5.93K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.26K+ 22.25% |
$55.3K - $57.6K
|
6.93K
$317K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
561+ 2.75% |
$24.6K - $25.6K
|
21K
$959K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.02K+ 4.68% |
$44.5K - $46.4K
|
22.7K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.9K+ 90.36% |
$215K - $223K
|
10.3K
$471K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
10.2K+ 161.38% |
$446K - $464K
|
16.5K
$752K
|
|