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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.34K- 4.28% |
$125K - $132K
|
74.8K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.51K- 5.7% |
$131K - $138K
|
58K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.65K- 5.74% |
$136K - $144K
|
59.9K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 0.78% |
$137K - $144K
|
466K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.69K- 1.48% |
$138K - $145K
|
246K
$9.63M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.8K- 5.63% |
$142K - $150K
|
63.7K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.64K- 5.67% |
$174K - $183K
|
77.2K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.76K- 4.14% |
$178K - $188K
|
110K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.03K- 96.94% |
$188K - $198K
|
159
$6.23K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.62K- 3.79% |
$210K - $222K
|
143K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.38K- 6.91% |
$238K - $251K
|
86K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.68K- 51.09% |
$250K - $263K
|
6.4K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7.74K- 13.71% |
$289K - $305K
|
48.7K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.25K- 47.92% |
$308K - $325K
|
8.96K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.67K- 27.76% |
$324K - $342K
|
22.6K
$885K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-9.65K- 24.86% |
$361K - $381K
|
29.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10K- 0.38% |
$374K - $395K
|
2.63M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-10.6K- 3.56% |
$398K - $419K
|
288K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-11.4K- 57.67% |
$427K - $450K
|
8.37K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 24.78% |
$432K - $455K
|
35.1K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-12.4K- 7.03% |
$462K - $487K
|
163K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-12.5K- 15.42% |
$469K - $494K
|
68.7K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.2K- 62.97% |
$494K - $521K
|
7.77K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.3K- 45.1% |
$496K - $523K
|
16.2K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-15.2K- 70.68% |
$568K - $598K
|
6.3K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15.9K- 17.94% |
$594K - $626K
|
72.6K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17.4K- 3.63% |
$649K - $684K
|
461K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.1K- 4.35% |
$679K - $715K
|
399K
$15.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.8K- 13.52% |
$740K - $780K
|
127K
$4.96M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.8K- 54.6% |
$851K - $897K
|
18.9K
$742K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-22.8K- 20.33% |
$852K - $898K
|
89.3K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 8.09% |
$879K - $926K
|
267K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.6K- 36.82% |
$882K - $930K
|
40.5K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.2K- 5.6% |
$1.8M - $1.9M
|
811K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-54K- 37.92% |
$2.02M - $2.13M
|
88.4K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.8K- 11.83% |
$2.69M - $2.83M
|
536K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-113K- 28.09% |
$4.23M - $4.46M
|
290K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-144K- 69.0% |
$5.38M - $5.67M
|
64.6K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-216K- 46.5% |
$8.07M - $8.5M
|
248K
$9.73M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-249K- 29.89% |
$9.31M - $9.82M
|
584K
$22.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-747K- 78.81% |
$27.9M - $29.5M
|
201K
$7.87M
|