Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Power Bu (PSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PSEP) during Q4 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
23.3K+ 92.61% |
N/A
|
48.5K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15.6K+ 7.65% |
N/A
|
219K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.86KNew |
N/A
|
8.86K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.32KNew |
N/A
|
6.32K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
5.83KNew |
N/A
|
5.83K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.5K+ 7.97% |
N/A
|
74.6K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.63KNew |
N/A
|
4.63K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.91K+ 2.33% |
N/A
|
172K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1K+ 3.53% |
N/A
|
29.3K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-5- 0.13% |
N/A
|
3.99K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-83- 0.44% |
N/A
|
18.8K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-109- 0.2% |
N/A
|
53.7K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-119- 0.95% |
N/A
|
12.4K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-152- 1.0% |
N/A
|
15.1K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-188- 3.48% |
N/A
|
5.22K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-287- 2.13% |
N/A
|
13.2K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-300- 28.57% |
N/A
|
750
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-328- 1.91% |
N/A
|
16.8K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-390- 4.26% |
N/A
|
8.76K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-420- 18.61% |
N/A
|
1.84K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-450- 1.03% |
N/A
|
43.2K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-685- 2.04% |
N/A
|
32.9K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-898- 3.93% |
N/A
|
21.9K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.08K- 8.11% |
N/A
|
12.2K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.36K- 11.72% |
N/A
|
10.2K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.51K- 22.88% |
N/A
|
5.08K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.2K- 6.01% |
N/A
|
34.4K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.51K- 4.63% |
N/A
|
51.6K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.78K- 4.58% |
N/A
|
120K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19.7K- 2.38% |
N/A
|
806K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-33.2K- 30.21% |
N/A
|
76.8K
$0
|
|