Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
10.2K+ 161.38% |
$446K - $464K
|
16.5K
$752K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
9.89KNew |
$433K - $451K
|
9.89K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.63KNew |
$422K - $440K
|
9.63K
$440K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.17K+ 7.72% |
$402K - $419K
|
128K
$5.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.13K+ 12.12% |
$400K - $417K
|
84.5K
$3.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
8.06KNew |
$353K - $368K
|
8.06K
$368K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
7.6KNew |
$333K - $347K
|
7.6K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.08KNew |
$310K - $323K
|
7.08K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6.83K+ 1447.46% |
$299K - $312K
|
7.3K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.81KNew |
$299K - $311K
|
6.81K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.8KNew |
$298K - $310K
|
6.8K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.48KNew |
$240K - $250K
|
5.48K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.33KNew |
$234K - $243K
|
5.33K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.21KNew |
$228K - $238K
|
5.21K
$238K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.08K+ 15.65% |
$223K - $232K
|
37.5K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.95KNew |
$217K - $226K
|
4.95K
$226K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.9K+ 90.36% |
$215K - $223K
|
10.3K
$471K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.75K+ 73.16% |
$208K - $217K
|
11.2K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
4.5KNew |
$197K - $205K
|
4.5K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.18K+ 28.44% |
$183K - $191K
|
18.9K
$862K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4K+ 11.89% |
$175K - $182K
|
37.6K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.96K+ 45.32% |
$173K - $181K
|
12.7K
$579K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.95K+ 3.58% |
$173K - $180K
|
114K
$5.22M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42K+ 9.75% |
$150K - $156K
|
38.5K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
3.29K+ 274.25% |
$144K - $150K
|
4.49K
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.27K+ 11.82% |
$143K - $149K
|
31K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.99KNew |
$131K - $136K
|
2.99K
$136K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.76K+ 7.71% |
$121K - $126K
|
38.5K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.53KNew |
$111K - $115K
|
2.53K
$116K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 45.21% |
$110K - $114K
|
8.03K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.19K+ 4.58% |
$96K - $100K
|
50K
$2.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2K+ 7.49% |
$87.5K - $91.1K
|
28.7K
$1.31M
|
|
|
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
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 5.13% |
$81.7K - $85.1K
|
38.2K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.71K+ 4.2% |
$75K - $78.1K
|
42.5K
$1.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.66K+ 22.26% |
$72.9K - $75.9K
|
9.13K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.5K+ 1.09% |
$65.7K - $68.5K
|
139K
$6.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.35K+ 29.66% |
$59.2K - $61.6K
|
5.9K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.27K+ 1.87% |
$55.8K - $58.1K
|
69.3K
$3.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.26K+ 22.25% |
$55.3K - $57.6K
|
6.93K
$317K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.22K+ 6.59% |
$53.5K - $55.7K
|
19.7K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.16K+ 20.46% |
$50.8K - $52.9K
|
6.83K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.12K+ 14.64% |
$48.9K - $50.9K
|
8.74K
$399K
|
|
|
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 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
914+ 18.22% |
$40.1K - $41.7K
|
5.93K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
704+ 1.71% |
$30.9K - $32.1K
|
41.8K
$1.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
601+ 124.95% |
$26.3K - $27.4K
|
1.08K
$49.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
578+ 36.61% |
$25.3K - $26.4K
|
2.16K
$98.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
561+ 2.75% |
$24.6K - $25.6K
|
21K
$959K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
551New |
$24.2K - $25.1K
|
551
$25.2K
|
|