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 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
741KNew |
$26.2M - $30M
|
741K
$31.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
257K+ 46.38% |
$9.09M - $10.4M
|
812K
$34.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
199K+ 15.83% |
$7.03M - $8.06M
|
1.46M
$61.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.9K+ 33.46% |
$3.42M - $3.92M
|
386K
$16.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
53.5KNew |
$1.89M - $2.17M
|
53.5K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
39.6K+ 439.29% |
$1.4M - $1.6M
|
48.6K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8K+ 11.02% |
$1.12M - $1.28M
|
320K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.7K+ 51.26% |
$1.08M - $1.24M
|
90.6K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$852K - $976K
|
24.1K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.1KNew |
$675K - $773K
|
19.1K
$808K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 8.93% |
$559K - $641K
|
193K
$8.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.1KNew |
$356K - $408K
|
10.1K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$355K - $407K
|
10.1K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94KNew |
$245K - $281K
|
6.94K
$293K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
6.33KNew |
$223K - $256K
|
6.33K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.33K+ 10.29% |
$188K - $216K
|
57.1K
$2.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$185K - $212K
|
5.23K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
5.17KNew |
$183K - $209K
|
5.17K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.17KNew |
$182K - $209K
|
5.17K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.16KNew |
$182K - $209K
|
5.16K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5KNew |
$177K - $202K
|
5K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5K+ 499900.0% |
$176K - $202K
|
5K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.68K+ 2943.4% |
$165K - $189K
|
4.84K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83K+ 6.0% |
$135K - $155K
|
67.7K
$2.86M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98K+ 2.24% |
$70K - $80.2K
|
90.4K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.97K+ 56.86% |
$69.5K - $79.7K
|
5.43K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 29.21% |
$57.8K - $66.3K
|
7.25K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.25K+ 18.32% |
$44.1K - $50.6K
|
8.08K
$341K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$42.6K - $48.9K
|
1.21K
$51.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
690+ 0.48% |
$24.4K - $27.9K
|
143K
$6.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
583+ 0.83% |
$20.6K - $23.6K
|
71.1K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
413+ 5.26% |
$14.6K - $16.7K
|
8.26K
$349K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$12.1K - $13.8K
|
342
$14.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
130New |
$4.59K - $5.26K
|
130
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.03% |
$882 - $1.01K
|
82.9K
$3.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1New |
$35.3 - $40.5
|
1
$42.3
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-10- 0.09% |
$353 - $405
|
11K
$465K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-17- 1.21% |
$600 - $688
|
1.39K
$58.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-17- 26.56% |
$600 - $688
|
47
$1.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-38- 0.67% |
$1.34K - $1.54K
|
5.67K
$239K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-47- 0.15% |
$1.66K - $1.9K
|
31.4K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.29% |
$1.87K - $2.14K
|
18.5K
$781K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-57- 0.22% |
$2.01K - $2.31K
|
25.8K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-65- 0.1% |
$2.29K - $2.63K
|
64.5K
$2.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78- 0.02% |
$2.75K - $3.16K
|
399K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-126- 0.15% |
$4.45K - $5.1K
|
81.2K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-158- 5.91% |
$5.58K - $6.39K
|
2.51K
$106K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-163- 0.56% |
$5.75K - $6.59K
|
29K
$1.23M
|