Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
199K+ 15.83% |
$7.03M - $8.06M
|
1.46M
$60.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
53.5KNew |
$1.89M - $2.17M
|
53.5K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.7K+ 51.26% |
$1.08M - $1.24M
|
90.6K
$3.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.1KNew |
$675K - $773K
|
19.1K
$792K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.1KNew |
$356K - $408K
|
10.1K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$355K - $407K
|
10.1K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94KNew |
$245K - $281K
|
6.94K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
5.17KNew |
$183K - $209K
|
5.17K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.16KNew |
$182K - $209K
|
5.16K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5KNew |
$177K - $202K
|
5K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5K+ 499900.0% |
$176K - $202K
|
5K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 29.21% |
$57.8K - $66.3K
|
7.25K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.25K+ 18.32% |
$44.1K - $50.6K
|
8.08K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$42.6K - $48.9K
|
1.21K
$50K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
690+ 0.48% |
$24.4K - $27.9K
|
143K
$5.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
583+ 0.83% |
$20.6K - $23.6K
|
71.1K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
413+ 5.26% |
$14.6K - $16.7K
|
8.26K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$12.1K - $13.8K
|
342
$14.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
130New |
$4.59K - $5.26K
|
130
$5.39K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1New |
$35.3 - $40.5
|
1
$41.4
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-10- 0.09% |
$353 - $405
|
11K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-17- 1.21% |
$600 - $688
|
1.39K
$57.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-17- 26.56% |
$600 - $688
|
47
$1.95K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-47- 0.15% |
$1.66K - $1.9K
|
31.4K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.29% |
$1.87K - $2.14K
|
18.5K
$766K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-65- 0.1% |
$2.29K - $2.63K
|
64.5K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78- 0.02% |
$2.75K - $3.16K
|
399K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-126- 0.15% |
$4.45K - $5.1K
|
81.2K
$3.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-163- 0.56% |
$5.75K - $6.59K
|
29K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-165- 0.42% |
$5.82K - $6.68K
|
39.4K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-198- 0.6% |
$6.99K - $8.01K
|
32.8K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-282- 3.83% |
$9.95K - $11.4K
|
7.08K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 0.83% |
$10.6K - $12.1K
|
36.1K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-306- 0.59% |
$10.8K - $12.4K
|
51.1K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-389- 0.16% |
$13.7K - $15.7K
|
236K
$9.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-389- 2.27% |
$13.7K - $15.7K
|
16.8K
$694K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-422- 2.66% |
$14.9K - $17.1K
|
15.5K
$640K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-551- 0.62% |
$19.5K - $22.3K
|
88.7K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-580- 2.15% |
$20.5K - $23.5K
|
26.4K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-652- 0.53% |
$23K - $26.4K
|
121K
$5.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-656- 3.62% |
$23.2K - $26.5K
|
17.4K
$723K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-663- 1.34% |
$23.4K - $26.8K
|
49K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-696- 0.59% |
$24.6K - $28.2K
|
118K
$4.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-778- 74.59% |
$27.5K - $31.5K
|
265
$11K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-849- 9.33% |
$30K - $34.4K
|
8.25K
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-852- 2.66% |
$30.1K - $34.5K
|
31.1K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-854- 6.61% |
$30.1K - $34.6K
|
12.1K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-865- 10.33% |
$30.5K - $35K
|
7.51K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-871- 12.43% |
$30.7K - $35.2K
|
6.14K
$254K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.02K- 32.69% |
$36K - $41.3K
|
2.1K
$87K
|