Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
165KNew |
$5.68M - $6.04M
|
165K
$6.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.6K+ 250.89% |
$1.57M - $1.67M
|
63.8K
$2.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37.8KNew |
$1.3M - $1.38M
|
37.8K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
31.3KNew |
$1.08M - $1.14M
|
31.3K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 19.42% |
$840K - $892K
|
150K
$5.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.9K+ 3.16% |
$822K - $873K
|
780K
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18.6K+ 1.89% |
$641K - $681K
|
1.01M
$38M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.6K+ 89.65% |
$605K - $643K
|
37.2K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.8KNew |
$372K - $395K
|
10.8K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.19K+ 7.53% |
$316K - $336K
|
131K
$4.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.89KNew |
$306K - $325K
|
8.89K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.68KNew |
$264K - $281K
|
7.68K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.15KNew |
$246K - $261K
|
7.15K
$270K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.78KNew |
$199K - $211K
|
5.78K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.72KNew |
$197K - $209K
|
5.72K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.62KNew |
$193K - $205K
|
5.62K
$212K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.8K+ 277.59% |
$131K - $139K
|
5.17K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.8K+ 277.59% |
$131K - $139K
|
5.17K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.52K+ 220.46% |
$121K - $129K
|
5.12K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2K+ 7.26% |
$68.7K - $72.9K
|
29.5K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
399New |
$13.7K - $14.6K
|
399
$15.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
64New |
$2.2K - $2.34K
|
64
$2.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-8- 0.08% |
$275 - $292
|
9.42K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-10- 0.01% |
$344 - $365
|
114K
$4.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-24- 0.63% |
$826 - $877
|
3.78K
$143K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-54- 0.26% |
$1.86K - $1.97K
|
21K
$793K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-56- 0.32% |
$1.93K - $2.05K
|
17.3K
$654K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-58- 0.14% |
$2K - $2.12K
|
40.2K
$1.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-60- 0.44% |
$2.06K - $2.19K
|
13.6K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-99- 1.12% |
$3.41K - $3.62K
|
8.71K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-150- 0.42% |
$5.16K - $5.48K
|
35.6K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-154- 0.22% |
$5.3K - $5.63K
|
71.4K
$2.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-164- 1.15% |
$5.64K - $5.99K
|
14.1K
$532K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-188- 0.65% |
$6.47K - $6.87K
|
28.8K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-213- 0.08% |
$7.33K - $7.78K
|
280K
$10.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-230- 0.69% |
$7.91K - $8.4K
|
33K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-280- 2.6% |
$9.63K - $10.2K
|
10.5K
$396K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-297- 0.23% |
$10.2K - $10.9K
|
131K
$4.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 3.14% |
$10.3K - $11K
|
9.25K
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-325- 4.69% |
$11.2K - $11.9K
|
6.61K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-357- 2.65% |
$12.3K - $13K
|
13.1K
$495K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-383- 1.07% |
$13.2K - $14K
|
35.4K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-447- 1.44% |
$15.4K - $16.3K
|
30.6K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-483- 2.89% |
$16.6K - $17.6K
|
16.2K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-675- 4.07% |
$23.2K - $24.7K
|
15.9K
$601K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-765- 6.12% |
$26.3K - $28K
|
11.7K
$443K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-813- 4.16% |
$28K - $29.7K
|
18.7K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-828- 4.14% |
$28.5K - $30.3K
|
19.2K
$725K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-898- 10.78% |
$30.9K - $32.8K
|
7.44K
$281K
|