Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PSEP) 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 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
26.4K+ 33.25% |
N/A
|
106K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-100- 1.19% |
N/A
|
8.28K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36- 0.3% |
N/A
|
12K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.29KNew |
N/A
|
8.29K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
19.2K+ 38.45% |
N/A
|
69.1K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.21K+ 40.77% |
N/A
|
4.18K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-810- 10.95% |
N/A
|
6.59K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.31K+ 20.65% |
N/A
|
7.64K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10.9K+ 191.32% |
N/A
|
16.6K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 0.57% |
N/A
|
204K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
26.4K+ 501.77% |
N/A
|
31.6K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
734K+ 807.23% |
N/A
|
825K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65- 0.24% |
N/A
|
26.8K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.22K+ 43.91% |
N/A
|
3.99K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
329+ 3.73% |
N/A
|
9.15K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.04KNew |
N/A
|
5.04K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-11.7K- 24.22% |
N/A
|
36.6K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-476- 2.04% |
N/A
|
22.8K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.4K+ 68.2% |
N/A
|
30.7K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
253+ 4.12% |
N/A
|
6.39K
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-57- 0.22% |
N/A
|
26K
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
295+ 0.68% |
N/A
|
43.6K
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
14.7K+ 15.43% |
N/A
|
110K
$0
|
|
| Q2 2025 | |||||||
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.08K- 10.98% |
N/A
|
41.2K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
39.4K+ 291.13% |
N/A
|
52.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.7KNew |
N/A
|
31.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.1K+ 168.85% |
N/A
|
4.93K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-295- 2.42% |
N/A
|
11.9K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 1.21% |
N/A
|
1.68K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-197- 2.45% |
N/A
|
7.85K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.55K- 28.69% |
N/A
|
8.83K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-364- 1.1% |
N/A
|
32.8K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
N/A
|
329
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 5.51% |
N/A
|
25.6K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
661+ 7.29% |
N/A
|
9.73K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73+ 0.15% |
N/A
|
49.5K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7K- 46.42% |
N/A
|
8.08K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
149+ 1.2% |
N/A
|
12.5K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-130- 0.39% |
N/A
|
33.5K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-25- 0.16% |
N/A
|
15.3K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.6K- 65.95% |
N/A
|
9.1K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 18.95% |
N/A
|
5.41K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.77K- 16.85% |
N/A
|
33.4K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
205New |
N/A
|
205
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.09KNew |
N/A
|
5.09K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
500New |
N/A
|
500
$0
|
|