Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$11.2M - $11.6M
|
299K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
54.1K+ 6.05% |
$2.03M - $2.1M
|
948K
$37M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.7KNew |
$1.76M - $1.82M
|
46.7K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.7KNew |
$516K - $534K
|
13.7K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
11KNew |
$414K - $429K
|
11K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.12K+ 44.1% |
$343K - $355K
|
29.8K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.39KNew |
$90K - $93.1K
|
2.39K
$93.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.3K+ 20.41% |
$48.8K - $50.5K
|
7.65K
$299K
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.15K+ 0.95% |
$43.1K - $44.6K
|
122K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
450+ 1.14% |
$16.9K - $17.5K
|
39.9K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
446+ 1.4% |
$16.8K - $17.4K
|
32.3K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
206New |
$7.75K - $8.02K
|
206
$8.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
173+ 1.14% |
$6.51K - $6.73K
|
15.4K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
112+ 0.35% |
$4.21K - $4.36K
|
32.1K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
96New |
$3.61K - $3.74K
|
96
$3.75K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.41% |
$2.14K - $2.22K
|
13.9K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
34+ 0.36% |
$1.28K - $1.32K
|
9.47K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 0.11% |
$527 - $545
|
12.9K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1- 0.01% |
$37.6 - $38.9
|
13.3K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 0.01% |
$226 - $234
|
79.9K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-19- 0.26% |
$715 - $739
|
7.42K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33- 0.1% |
$1.24K - $1.28K
|
33K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.63% |
$2.56K - $2.65K
|
10.8K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-76- 0.09% |
$2.86K - $2.96K
|
81.3K
$3.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 1.35% |
$3.01K - $3.11K
|
5.84K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 0.58% |
$3.76K - $3.89K
|
17.3K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-109- 0.62% |
$4.1K - $4.24K
|
17.3K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110- 1.07% |
$4.14K - $4.28K
|
10.2K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-200- 1.47% |
$7.52K - $7.78K
|
13.4K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-212- 2.91% |
$7.97K - $8.25K
|
7.08K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-235- 0.5% |
$8.84K - $9.15K
|
46.7K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-286- 1.42% |
$10.8K - $11.1K
|
19.9K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-299- 5.12% |
$11.2K - $11.6K
|
5.55K
$217K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 0.58% |
$11.3K - $11.7K
|
51.9K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-507- 1.29% |
$19.1K - $19.7K
|
38.8K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-509- 8.67% |
$19.1K - $19.8K
|
5.36K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-600- 6.08% |
$22.6K - $23.4K
|
9.27K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-655- 1.28% |
$24.6K - $25.5K
|
50.6K
$1.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-714- 2.94% |
$26.9K - $27.8K
|
23.6K
$920K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-909- 5.38% |
$34.2K - $35.4K
|
16K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1K- 4.87% |
$37.6K - $38.9K
|
19.5K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 0.48% |
$37.9K - $39.3K
|
210K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$38K - $39.3K
|
92.3K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 4.68% |
$38.7K - $40.1K
|
21K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.14K- 6.46% |
$42.9K - $44.4K
|
16.5K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.87% |
$43.9K - $45.4K
|
18.7K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.31K- 13.84% |
$49.3K - $51K
|
8.15K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.34K- 14.63% |
$50.4K - $52.1K
|
7.82K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.41K- 4.32% |
$53.1K - $54.9K
|
31.2K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.44K- 6.63% |
$54.2K - $56K
|
20.3K
$793K
|