Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
403K+ 1228.04% |
$13.3M - $14.3M
|
436K
$16.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
261K+ 1296.25% |
$8.59M - $9.22M
|
281K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
256K+ 253.37% |
$8.46M - $9.07M
|
358K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
242K+ 129.39% |
$7.98M - $8.56M
|
429K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
132K+ 1244.45% |
$4.34M - $4.65M
|
142K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75.7K+ 8.31% |
$2.5M - $2.68M
|
986K
$37.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.8K+ 17088.2% |
$2.01M - $2.15M
|
61.2K
$2.31M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
51.4KNew |
$1.69M - $1.82M
|
51.4K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
35KNew |
$1.15M - $1.24M
|
35K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 36.65% |
$1.11M - $1.19M
|
126K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.4K+ 144.13% |
$1.07M - $1.15M
|
54.9K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.1KNew |
$1.03M - $1.1M
|
31.1K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.7K+ 126.26% |
$1.01M - $1.09M
|
55.1K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.9K+ 12.74% |
$723K - $776K
|
194K
$7.33M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.7KNew |
$715K - $767K
|
21.7K
$819K
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
20KNew |
$660K - $708K
|
20K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.6KNew |
$647K - $694K
|
19.6K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 8.97% |
$596K - $639K
|
219K
$8.29M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
16.7KNew |
$551K - $591K
|
16.7K
$631K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4K+ 38.06% |
$541K - $581K
|
59.6K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 6.31% |
$352K - $378K
|
180K
$6.8M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.55KNew |
$315K - $338K
|
9.55K
$361K
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
8.86K+ 17.05% |
$292K - $313K
|
60.8K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.98K+ 102.24% |
$263K - $282K
|
15.8K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.95K+ 216.12% |
$262K - $281K
|
11.6K
$439K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.22K+ 44.73% |
$139K - $149K
|
13.6K
$515K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.51K+ 2.68% |
$116K - $124K
|
135K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.49K+ 14.56% |
$115K - $124K
|
27.5K
$1.04M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.98KNew |
$98.2K - $105K
|
2.98K
$112K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.94K+ 8.46% |
$97K - $104K
|
37.7K
$1.42M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.6K+ 21.52% |
$52.8K - $56.6K
|
9.04K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
835+ 6.79% |
$27.5K - $29.5K
|
13.1K
$496K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$11.3K - $12.1K
|
342
$12.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
260+ 0.44% |
$8.57K - $9.2K
|
58.8K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
109+ 0.5% |
$3.59K - $3.86K
|
22K
$830K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$3.3K - $3.54K
|
100
$3.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
92+ 78.63% |
$3.03K - $3.25K
|
209
$7.89K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
56New |
$1.85K - $1.98K
|
56
$2.12K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.03% |
$66 - $70.8
|
6.13K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$33 - $35.4
|
448K
$16.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-100- 0.29% |
$3.3K - $3.54K
|
34K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-146- 0.16% |
$4.82K - $5.17K
|
92.9K
$3.51M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-200- 0.67% |
$6.6K - $7.08K
|
29.8K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-202- 2.89% |
$6.66K - $7.15K
|
6.79K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-210- 0.52% |
$6.93K - $7.43K
|
40.2K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-235- 0.67% |
$7.75K - $8.31K
|
34.8K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-291- 3.24% |
$9.6K - $10.3K
|
8.68K
$328K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 1.15% |
$9.89K - $10.6K
|
25.7K
$972K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-325- 1.92% |
$10.7K - $11.5K
|
16.6K
$626K
|