Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
67+ 0.55% |
$1.89K - $2K
|
12.3K
$465K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$1.41K - $1.49K
|
50
$1.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.41K - $1.49K
|
50
$1.89K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-150- 1.41% |
$4.23K - $4.47K
|
10.5K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-223- 82.59% |
$6.29K - $6.64K
|
47
$1.78K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-306- 0.62% |
$8.64K - $9.11K
|
49K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-312- 5.05% |
$8.8K - $9.29K
|
5.86K
$221K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-447- 3.23% |
$12.6K - $13.3K
|
13.4K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-450- 52.94% |
$12.7K - $13.4K
|
400
$15.1K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-508- 2.55% |
$14.3K - $15.1K
|
19.4K
$734K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-610- 2.24% |
$17.2K - $18.2K
|
26.7K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-655- 0.82% |
$18.5K - $19.5K
|
79.3K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-668- 0.78% |
$18.9K - $19.9K
|
85.5K
$3.23M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-751- 5.32% |
$21.2K - $22.4K
|
13.4K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-840- 8.4% |
$23.7K - $25K
|
9.16K
$346K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-905- 4.85% |
$25.5K - $27K
|
17.8K
$671K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 14.29% |
$28.2K - $29.8K
|
6K
$227K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1K- 1.28% |
$28.3K - $29.9K
|
77.4K
$2.92M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.04K- 3.38% |
$29.2K - $30.9K
|
29.6K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.04K- 1.92% |
$29.3K - $30.9K
|
52.9K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.16K- 4.48% |
$32.7K - $34.5K
|
24.8K
$935K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.2K- 5.24% |
$33.9K - $35.7K
|
21.7K
$820K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.35K- 3.18% |
$38K - $40.1K
|
41K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.5K- 25.2% |
$42.3K - $44.7K
|
4.45K
$168K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.58K- 20.48% |
$44.6K - $47.1K
|
6.14K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.41K- 1.96% |
$68.1K - $71.9K
|
121K
$4.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.65K- 5.81% |
$74.7K - $78.8K
|
42.9K
$1.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.03K- 23.33% |
$85.5K - $90.2K
|
9.96K
$376K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.53K- 3.69% |
$99.5K - $105K
|
92K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.68K- 3.03% |
$104K - $109K
|
118K
$4.44M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.71K- 0.75% |
$105K - $111K
|
490K
$18.5M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-3.8K- 6.97% |
$107K - $113K
|
50.8K
$1.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.83K- 16.34% |
$108K - $114K
|
19.6K
$741K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.6K- 9.21% |
$158K - $167K
|
55.2K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.7K- 73.91% |
$161K - $170K
|
2.01K
$76K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 10.07% |
$162K - $171K
|
51.3K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.25K- 0.94% |
$176K - $186K
|
660K
$24.9M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.49K- 82.17% |
$240K - $253K
|
1.84K
$69.6K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-14K- 4.84% |
$395K - $417K
|
275K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-14.7K- 67.4% |
$414K - $437K
|
7.09K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-48.9K- 69.74% |
$1.38M - $1.46M
|
21.2K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-50.7K- 1.94% |
$1.43M - $1.51M
|
2.56M
$96.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-225K- 31.98% |
$6.36M - $6.71M
|
480K
$18.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-658K- 84.11% |
$18.6M - $19.6M
|
124K
$4.69M
|