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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-221- 12.06% |
$8.27K - $8.71K
|
1.61K
$63.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-241- 0.6% |
$9.01K - $9.5K
|
39.6K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-250- 3.15% |
$9.35K - $9.86K
|
7.69K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-256- 0.54% |
$9.57K - $10.1K
|
47.3K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-260- 2.56% |
$9.72K - $10.2K
|
9.91K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-263- 0.56% |
$9.84K - $10.4K
|
46.5K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-300- 3.24% |
$11.2K - $11.8K
|
8.97K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-303- 1.49% |
$11.3K - $11.9K
|
20K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-350- 4.48% |
$13.1K - $13.8K
|
7.47K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-405- 1.69% |
$15.1K - $16K
|
23.6K
$924K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-432- 0.83% |
$16.2K - $17K
|
51.4K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-476- 0.57% |
$17.8K - $18.8K
|
83.6K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-492- 0.59% |
$18.4K - $19.4K
|
82.9K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-505- 2.41% |
$18.9K - $19.9K
|
20.5K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-516- 0.7% |
$19.3K - $20.3K
|
73.4K
$2.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-530- 2.49% |
$19.8K - $20.9K
|
20.8K
$814K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-576- 1.79% |
$21.5K - $22.7K
|
31.7K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-623- 1.34% |
$23.3K - $24.6K
|
46K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-756- 3.83% |
$28.3K - $29.8K
|
19K
$744K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-768- 4.3% |
$28.7K - $30.3K
|
17.1K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-891- 3.78% |
$33.3K - $35.1K
|
22.7K
$888K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-972- 1.92% |
$36.4K - $38.3K
|
49.6K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.03K- 6.23% |
$38.5K - $40.6K
|
15.5K
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.14K- 14.03% |
$42.8K - $45.1K
|
7.01K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.46K- 8.41% |
$54.5K - $57.5K
|
15.9K
$622K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.57K- 5.93% |
$58.6K - $61.8K
|
24.9K
$976K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.57K- 8.03% |
$58.7K - $61.9K
|
18K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 5.89% |
$60.4K - $63.7K
|
25.8K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.65K- 1.56% |
$61.6K - $64.9K
|
104K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.67K- 8.43% |
$62.3K - $65.7K
|
18.1K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.68K- 0.8% |
$62.8K - $66.1K
|
209K
$8.18M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.83K- 1.41% |
$68.4K - $72.1K
|
128K
$5.03M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.89K- 15.94% |
$70.8K - $74.7K
|
9.99K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.93K- 25.23% |
$72K - $75.9K
|
5.7K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-1.93K- 12.3% |
$72.1K - $76K
|
13.7K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.07K- 9.54% |
$77.2K - $81.4K
|
19.6K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.1K- 3.75% |
$78.5K - $82.7K
|
53.9K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.2K- 5.5% |
$82.4K - $86.8K
|
37.9K
$1.48M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.3K- 7.72% |
$86K - $90.7K
|
27.5K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 22.25% |
$86.7K - $91.4K
|
8.1K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.37K- 62.72% |
$88.6K - $93.4K
|
1.41K
$55.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 4.92% |
$89.6K - $94.4K
|
46.3K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.48K- 3.1% |
$92.6K - $97.6K
|
77.4K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 1.89% |
$93.9K - $99K
|
130K
$5.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.83K- 8.25% |
$106K - $111K
|
31.5K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.87K- 3.4% |
$107K - $113K
|
81.3K
$3.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.87K- 14.46% |
$107K - $113K
|
17K
$666K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3K- 29.13% |
$112K - $118K
|
7.3K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3K- 20.0% |
$112K - $118K
|
12K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.2K- 27.93% |
$120K - $126K
|
8.25K
$323K
|