Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.66K+ 86.74% |
$212K - $223K
|
12.2K
$459K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.51K+ 12.37% |
$169K - $178K
|
41K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.28K+ 1591.26% |
$123K - $129K
|
3.48K
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 1.77% |
$46K - $48.5K
|
70.6K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
245+ 0.2% |
$9.16K - $9.66K
|
122K
$4.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195+ 2.55% |
$7.29K - $7.69K
|
7.85K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
136+ 1.01% |
$5.09K - $5.36K
|
13.6K
$511K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-50- 6.66% |
$1.87K - $1.97K
|
701
$26.4K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-135- 0.5% |
$5.05K - $5.32K
|
27K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-154- 1.63% |
$5.76K - $6.07K
|
9.31K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-156- 0.83% |
$5.83K - $6.15K
|
18.5K
$698K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-241- 0.6% |
$9.01K - $9.5K
|
39.6K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-303- 1.49% |
$11.3K - $11.9K
|
20K
$753K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-432- 0.83% |
$16.2K - $17K
|
51.4K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-516- 0.7% |
$19.3K - $20.3K
|
73.4K
$2.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-530- 2.49% |
$19.8K - $20.9K
|
20.8K
$781K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-756- 3.83% |
$28.3K - $29.8K
|
19K
$714K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-972- 1.92% |
$36.4K - $38.3K
|
49.6K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.46K- 8.41% |
$54.5K - $57.5K
|
15.9K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.68K- 0.8% |
$62.8K - $66.1K
|
209K
$7.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.2K- 5.5% |
$82.4K - $86.8K
|
37.9K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.48K- 3.1% |
$92.6K - $97.6K
|
77.4K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.87K- 3.4% |
$107K - $113K
|
81.3K
$3.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.87K- 14.46% |
$107K - $113K
|
17K
$640K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.62K- 3.79% |
$210K - $222K
|
143K
$5.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.38K- 6.91% |
$238K - $251K
|
86K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7.74K- 13.71% |
$289K - $305K
|
48.7K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.67K- 27.76% |
$324K - $342K
|
22.6K
$850K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-12.5K- 15.42% |
$469K - $494K
|
68.7K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.8K- 13.52% |
$740K - $780K
|
127K
$4.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-22.8K- 20.33% |
$852K - $898K
|
89.3K
$3.36M
|