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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
263K+ 734.62% |
$9.84M - $10.4M
|
299K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
43.6K+ 3.59% |
$1.63M - $1.72M
|
1.26M
$49.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 20.24% |
$1.12M - $1.18M
|
177K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.6K+ 16.07% |
$996K - $1.05M
|
192K
$7.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.9KNew |
$933K - $983K
|
24.9K
$978K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
17.7KNew |
$661K - $697K
|
17.7K
$693K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.27KNew |
$347K - $365K
|
9.27K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.02K+ 300566.66% |
$337K - $355K
|
9.02K
$354K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.41KNew |
$314K - $331K
|
8.41K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.8K+ 3.4% |
$292K - $307K
|
237K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.54K+ 14.46% |
$245K - $258K
|
51.8K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.66K+ 86.74% |
$212K - $223K
|
12.2K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.59KNew |
$209K - $220K
|
5.59K
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.51K+ 12.37% |
$169K - $178K
|
41K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.45KNew |
$166K - $175K
|
4.45K
$174K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.5K+ 1000.0% |
$131K - $138K
|
3.85K
$151K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.28K+ 1591.26% |
$123K - $129K
|
3.48K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.69K+ 488.73% |
$101K - $106K
|
3.24K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.58K+ 4.21% |
$96.5K - $102K
|
63.8K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.56K+ 82.26% |
$58.5K - $61.6K
|
3.46K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.38K+ 26.5% |
$51.8K - $54.6K
|
6.61K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 1.77% |
$46K - $48.5K
|
70.6K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
778+ 293.58% |
$29.1K - $30.7K
|
1.04K
$40.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
670+ 16.75% |
$25.1K - $26.4K
|
4.67K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
340+ 22.8% |
$12.7K - $13.4K
|
1.83K
$71.8K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
282+ 3.98% |
$10.5K - $11.1K
|
7.36K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
245+ 0.2% |
$9.16K - $9.66K
|
122K
$4.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195+ 2.55% |
$7.29K - $7.69K
|
7.85K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
148+ 1.91% |
$5.54K - $5.83K
|
7.91K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
136+ 1.01% |
$5.09K - $5.36K
|
13.6K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 0.02% |
$112 - $118
|
15.4K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-25- 0.1% |
$935 - $986
|
23.8K
$935K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-30- 0.53% |
$1.12K - $1.18K
|
5.61K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-32- 33.33% |
$1.2K - $1.26K
|
64
$2.51K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-50- 6.66% |
$1.87K - $1.97K
|
701
$27.5K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-58- 0.37% |
$2.17K - $2.29K
|
15.6K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-60- 0.16% |
$2.24K - $2.37K
|
38.1K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-62- 0.19% |
$2.32K - $2.44K
|
33K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-77- 0.58% |
$2.88K - $3.04K
|
13.2K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-96- 0.3% |
$3.59K - $3.78K
|
32K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 0.27% |
$3.74K - $3.94K
|
36.4K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-117- 55.98% |
$4.38K - $4.61K
|
92
$3.61K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-130- 4.0% |
$4.86K - $5.12K
|
3.12K
$122K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-135- 0.5% |
$5.05K - $5.32K
|
27K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-136- 0.79% |
$5.09K - $5.36K
|
17.1K
$672K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-150- 0.41% |
$5.61K - $5.91K
|
36.4K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-154- 1.63% |
$5.76K - $6.07K
|
9.31K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-156- 0.83% |
$5.83K - $6.15K
|
18.5K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-213- 0.5% |
$7.97K - $8.4K
|
42.6K
$1.67M
|