Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.63K+ 6.61% |
$58.1K - $61.9K
|
26.4K
$966K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.56K+ 8.22% |
$55.3K - $58.9K
|
20.5K
$750K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.43K+ 1.06% |
$50.9K - $54.2K
|
137K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.34K+ 17.13% |
$47.6K - $50.7K
|
9.16K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.24K+ 1.13% |
$44K - $46.9K
|
111K
$4.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 9.92% |
$41.4K - $44.1K
|
12.9K
$473K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.08K+ 2.36% |
$38.5K - $41K
|
47K
$1.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
998+ 4.76% |
$35.5K - $37.8K
|
22K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
721+ 3.06% |
$25.6K - $27.3K
|
24.3K
$889K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
692+ 10.36% |
$24.6K - $26.2K
|
7.37K
$270K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
581+ 10.06% |
$20.7K - $22K
|
6.36K
$233K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
440+ 1.22% |
$15.7K - $16.7K
|
36.5K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
430+ 0.67% |
$15.3K - $16.3K
|
64.4K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
300+ 4.19% |
$10.7K - $11.4K
|
7.45K
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$7.11K - $7.57K
|
200
$7.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
128+ 0.74% |
$4.55K - $4.85K
|
17.4K
$639K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
65+ 0.13% |
$2.31K - $2.46K
|
51.3K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
9+ 0.1% |
$320 - $341
|
9.43K
$346K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27- 0.35% |
$960 - $1.02K
|
7.58K
$278K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-80- 0.2% |
$2.85K - $3.03K
|
39K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-114- 0.7% |
$4.05K - $4.32K
|
16.1K
$590K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.7% |
$4.98K - $5.3K
|
19.9K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-153- 99.35% |
$5.44K - $5.79K
|
1
$36.6
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-210- 2.26% |
$7.47K - $7.95K
|
9.1K
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-357- 2.01% |
$12.7K - $13.5K
|
17.4K
$639K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-428- 2.4% |
$15.2K - $16.2K
|
17.4K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-572- 6.57% |
$20.3K - $21.7K
|
8.14K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-596- 2.15% |
$21.2K - $22.6K
|
27.1K
$994K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-670- 3.09% |
$23.8K - $25.4K
|
21K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-701- 4.47% |
$24.9K - $26.5K
|
15K
$548K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-811- 5.75% |
$28.8K - $30.7K
|
13.3K
$487K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-958- 0.73% |
$34.1K - $36.3K
|
130K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 4.43% |
$36.3K - $38.6K
|
22K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.04K- 5.58% |
$37.1K - $39.5K
|
17.7K
$647K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 13.47% |
$56.9K - $60.6K
|
10.3K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.47K- 24.16% |
$87.9K - $93.6K
|
7.76K
$284K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.68K- 5.23% |
$95.1K - $101K
|
48.5K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.75K- 2.94% |
$97.8K - $104K
|
90.9K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.07K- 13.49% |
$109K - $116K
|
19.7K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.26K- 63.74% |
$116K - $124K
|
1.86K
$68K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.72K- 13.87% |
$132K - $141K
|
23.1K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.8K- 73.42% |
$135K - $144K
|
1.38K
$50.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.32K- 88.7% |
$154K - $163K
|
550
$20.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-4.85K- 33.88% |
$172K - $184K
|
9.46K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.17K- 50.02% |
$219K - $234K
|
6.16K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-7.24K- 37.74% |
$258K - $274K
|
11.9K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.29K- 12.55% |
$259K - $276K
|
50.8K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.7K- 25.96% |
$309K - $329K
|
24.8K
$909K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.91K- 29.07% |
$317K - $337K
|
21.7K
$796K
|