Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Power Bu (PAUG)

PAUG Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG) during Q3 2023. 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
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
775K
+ 406.04%
$23.9M - $25M
966K $36.5M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
708K
+ 91.43%
$21.8M - $22.8M
1.48M $56M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
613K
+ 126.45%
$18.9M - $19.7M
1.1M $41.5M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
521K
New
$16.1M - $16.8M
521K $19.7M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
479K
+ 2726.63%
$14.8M - $15.4M
497K $18.8M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
454K
+ 36.15%
$14M - $14.6M
1.71M $64.5M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
296K
New
$9.14M - $9.54M
296K $11.2M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
241K
New
$7.43M - $7.76M
241K $9.1M
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
235K
New
$7.26M - $7.58M
235K $8.89M
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
227K
New
$7M - $7.31M
227K $8.58M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
205K
+ 57.02%
$6.31M - $6.59M
564K $21.3M
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

BUY
 -
203K
New
$6.26M - $6.54M
203K $7.67M
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
197K
+ 7.85%
$6.08M - $6.35M
2.71M $102M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
184K
+ 34.01%
$5.68M - $5.93M
725K $27.4M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
183K
+ 95.04%
$5.63M - $5.88M
375K $14.1M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
151K
New
$4.65M - $4.86M
151K $5.7M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
151K
+ 170.54%
$4.65M - $4.86M
239K $9.04M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
150K
New
$4.62M - $4.83M
150K $5.67M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
143K
+ 214.73%
$4.4M - $4.59M
209K $7.9M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
139K
+ 152.61%
$4.29M - $4.48M
230K $8.69M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
136K
+ 150.47%
$4.2M - $4.38M
227K $8.56M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
115K
+ 87.25%
$3.53M - $3.69M
246K $9.29M
Nov 03, 2023 Q3 2023
Diligent Investors, LLC

BUY
 -
111K
New
$3.42M - $3.57M
111K $4.19M
Oct 25, 2023 Q3 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
105K
+ 252.3%
$3.25M - $3.39M
147K $5.56M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
105K
+ 2853.11%
$3.25M - $3.39M
109K $4.12M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
105K
+ 198.03%
$3.23M - $3.37M
158K $5.95M
Oct 13, 2023 Q3 2023
Global Strategic Investment Solutions, LLC

BUY
 -
103K
New
$3.19M - $3.33M
103K $3.91M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
94.8K
New
$2.92M - $3.05M
94.8K $3.58M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
84.5K
+ 308.27%
$2.61M - $2.72M
112K $4.23M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
80.5K
+ 423.85%
$2.48M - $2.59M
99.5K $3.76M
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
76.1K
+ 11.66%
$2.35M - $2.45M
729K $27.5M
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
75.3K
New
$2.32M - $2.42M
75.3K $2.84M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
72.4K
+ 659.05%
$2.23M - $2.33M
83.3K $3.15M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
70.6K
+ 163.62%
$2.18M - $2.27M
114K $4.3M
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
70.1K
New
$2.16M - $2.26M
70.1K $2.65M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
68.7K
+ 57.23%
$2.12M - $2.21M
189K $7.13M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
67.2K
+ 144.36%
$2.07M - $2.16M
114K $4.3M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
64.3K
+ 536.56%
$1.98M - $2.07M
76.3K $2.88M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
57.1K
New
$1.76M - $1.84M
57.1K $2.16M
Nov 13, 2023 Q3 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
56.5K
New
$1.74M - $1.82M
56.5K $2.13M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
56.2K
+ 227.13%
$1.73M - $1.81M
81K $3.06M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
53.7K
+ 70.73%
$1.65M - $1.73M
130K $4.89M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
48.4K
+ 57.66%
$1.49M - $1.56M
132K $5M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
42K
+ 214.41%
$1.3M - $1.35M
61.6K $2.33M
Nov 06, 2023 Q3 2023
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
41.5K
+ 53.21%
$1.28M - $1.33M
119K $4.51M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
40.4K
New
$1.25M - $1.3M
40.4K $1.53M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
36.7K
New
$1.13M - $1.18M
36.7K $1.39M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
33.5K
New
$1.03M - $1.08M
33.5K $1.26M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
30.8K
+ 56.39%
$950K - $992K
85.5K $3.23M

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