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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-165- 0.42% |
$5.82K - $6.68K
|
39.4K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-171- 0.24% |
$6.04K - $6.92K
|
72.4K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-198- 0.6% |
$6.99K - $8.01K
|
32.8K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-282- 3.83% |
$9.95K - $11.4K
|
7.08K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 0.83% |
$10.6K - $12.1K
|
36.1K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-306- 0.59% |
$10.8K - $12.4K
|
51.1K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-340- 18.57% |
$12K - $13.8K
|
1.49K
$63K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-389- 2.27% |
$13.7K - $15.7K
|
16.8K
$708K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-389- 0.16% |
$13.7K - $15.7K
|
236K
$9.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-416- 2.7% |
$14.7K - $16.8K
|
15K
$633K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-422- 2.66% |
$14.9K - $17.1K
|
15.5K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-436- 2.23% |
$15.4K - $17.6K
|
19.1K
$809K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-551- 0.62% |
$19.5K - $22.3K
|
88.7K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-580- 2.15% |
$20.5K - $23.5K
|
26.4K
$1.12M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-652- 0.53% |
$23K - $26.4K
|
121K
$5.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-656- 3.62% |
$23.2K - $26.5K
|
17.4K
$737K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-663- 1.34% |
$23.4K - $26.8K
|
49K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-696- 0.59% |
$24.6K - $28.2K
|
118K
$5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-778- 74.59% |
$27.5K - $31.5K
|
265
$11.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-849- 9.33% |
$30K - $34.4K
|
8.25K
$349K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-852- 2.66% |
$30.1K - $34.5K
|
31.1K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-854- 6.61% |
$30.1K - $34.6K
|
12.1K
$510K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-865- 10.33% |
$30.5K - $35K
|
7.51K
$317K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-871- 12.43% |
$30.7K - $35.2K
|
6.14K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-949- 7.97% |
$33.5K - $38.4K
|
11K
$463K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1K- 5.56% |
$35.3K - $40.5K
|
17K
$717K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.02K- 32.69% |
$36K - $41.3K
|
2.1K
$88.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.15K- 11.55% |
$40.4K - $46.3K
|
8.77K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.15K- 3.16% |
$40.6K - $46.5K
|
35.3K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.18K- 1.13% |
$41.5K - $47.5K
|
103K
$4.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 2.65% |
$44.3K - $50.8K
|
46K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.34K- 1.74% |
$47.4K - $54.4K
|
76.1K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.47K- 1.15% |
$51.9K - $59.5K
|
127K
$5.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.52K- 19.62% |
$53.8K - $61.7K
|
6.25K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.54K- 9.91% |
$54.2K - $62.1K
|
14K
$590K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 5.27% |
$59K - $67.6K
|
30K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 2.24% |
$60.5K - $69.4K
|
74.9K
$3.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.77K- 2.29% |
$62.5K - $71.7K
|
75.4K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.82K- 8.89% |
$64.2K - $73.6K
|
18.7K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 9.14% |
$64.5K - $73.9K
|
18.2K
$768K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 10.09% |
$67.4K - $77.2K
|
17K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.03K- 9.0% |
$71.7K - $82.2K
|
20.5K
$868K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.11K- 10.32% |
$74.6K - $85.5K
|
18.4K
$776K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 17.64% |
$75.9K - $87K
|
10K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.25K- 10.84% |
$79.4K - $91K
|
18.5K
$782K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.37K- 9.51% |
$83.6K - $95.8K
|
22.5K
$952K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.4K- 3.26% |
$84.5K - $96.9K
|
71K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.45K- 26.59% |
$86.3K - $99K
|
6.75K
$285K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 7.44% |
$92.1K - $106K
|
32.5K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.69K- 83.01% |
$94.9K - $109K
|
550
$23.2K
|