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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.57K- 5.08% |
$59.2K - $61.3K
|
29.4K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.89K- 5.61% |
$71K - $73.4K
|
31.8K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.4K- 6.54% |
$90.2K - $93.4K
|
34.3K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.87K- 1.24% |
$108K - $112K
|
229K
$8.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.9K- 4.49% |
$109K - $113K
|
61.5K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.9K- 2.52% |
$109K - $113K
|
112K
$4.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 15.19% |
$120K - $125K
|
17.9K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.5K- 90.91% |
$132K - $136K
|
350
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.17K- 8.2% |
$157K - $162K
|
46.6K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.24K- 2.78% |
$160K - $165K
|
148K
$5.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.26K- 26.4% |
$160K - $166K
|
11.9K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.57K- 5.16% |
$172K - $178K
|
84.1K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.6K- 14.81% |
$173K - $179K
|
26.5K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.41K- 4.87% |
$203K - $211K
|
106K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.03K- 28.67% |
$227K - $235K
|
15K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.73K- 7.39% |
$253K - $262K
|
84.2K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7.5K- 1.59% |
$282K - $292K
|
464K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-7.9K- 14.49% |
$297K - $307K
|
46.6K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-15.1K- 11.6% |
$567K - $587K
|
115K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.4K- 20.76% |
$729K - $754K
|
74K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 27.59% |
$994K - $1.03M
|
69.3K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.3K- 43.72% |
$1.07M - $1.1M
|
36.5K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.3K- 4.05% |
$1.37M - $1.41M
|
859K
$33.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.6K- 8.1% |
$2.01M - $2.08M
|
607K
$23.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.1K- 7.25% |
$2.45M - $2.53M
|
833K
$32.6M
|