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
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-9.44K- 14.54% |
$325K - $345K
|
55.5K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.4K- 46.07% |
$358K - $381K
|
12.2K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 35.83% |
$372K - $395K
|
19.4K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.5K- 22.73% |
$395K - $419K
|
39K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12K- 55.43% |
$413K - $439K
|
9.66K
$372K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-12.6K- 10.01% |
$433K - $460K
|
113K
$4.36M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 5.96% |
$453K - $481K
|
208K
$8.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16.4K- 3.6% |
$563K - $598K
|
439K
$16.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.8K- 28.22% |
$578K - $614K
|
42.7K
$1.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-23.8K- 70.67% |
$818K - $869K
|
9.87K
$380K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-24.4K- 32.32% |
$841K - $893K
|
51.2K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26.8K- 78.96% |
$923K - $981K
|
7.16K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-30.2K- 39.68% |
$1.04M - $1.1M
|
45.9K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.7K- 40.06% |
$1.06M - $1.12M
|
46K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-31.1K- 6.31% |
$1.07M - $1.14M
|
462K
$17.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-36.9K- 67.2% |
$1.27M - $1.35M
|
18K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 9.34% |
$1.38M - $1.46M
|
389K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56.3K- 72.31% |
$1.94M - $2.06M
|
21.6K
$831K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.6K- 95.82% |
$2.02M - $2.14M
|
2.56K
$98.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-66.6K- 59.26% |
$2.29M - $2.43M
|
45.8K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.5K- 14.41% |
$2.32M - $2.47M
|
401K
$15.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-68.1K- 37.82% |
$2.34M - $2.49M
|
112K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79K- 55.6% |
$2.72M - $2.89M
|
63.1K
$2.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79.9K- 37.1% |
$2.75M - $2.92M
|
136K
$5.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-93.7K- 92.03% |
$3.22M - $3.42M
|
8.11K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-94.9K- 15.61% |
$3.26M - $3.47M
|
513K
$19.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-143K- 32.76% |
$4.92M - $5.22M
|
293K
$11.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168K- 86.6% |
$5.78M - $6.14M
|
26K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-183K- 73.31% |
$6.29M - $6.68M
|
66.5K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-219K- 8.35% |
$7.53M - $8M
|
2.4M
$92.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-233K- 90.99% |
$8.01M - $8.51M
|
23K
$888K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-279K- 78.06% |
$9.6M - $10.2M
|
78.5K
$3.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-522K- 49.79% |
$18M - $19.1M
|
526K
$20.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-908K- 81.35% |
$31.2M - $33.2M
|
208K
$8.02M
|