Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAUG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 0.11% |
$527 - $545
|
12.9K
$506K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33- 0.1% |
$1.24K - $1.28K
|
33K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-655- 1.28% |
$24.6K - $25.5K
|
50.6K
$1.98M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.44K- 6.63% |
$54.2K - $56K
|
20.3K
$794K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-909- 5.38% |
$34.2K - $35.4K
|
16K
$626K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.7KNew |
$516K - $534K
|
13.7K
$537K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.6K- 14.81% |
$173K - $179K
|
26.5K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.03K- 28.67% |
$227K - $235K
|
15K
$587K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.63% |
$2.56K - $2.65K
|
10.8K
$421K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-7.9K- 14.49% |
$297K - $307K
|
46.6K
$1.82M
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-507- 1.29% |
$19.1K - $19.7K
|
38.8K
$1.52M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.26K- 26.4% |
$160K - $166K
|
11.9K
$465K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
34+ 0.36% |
$1.28K - $1.32K
|
9.47K
$370K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
11KNew |
$414K - $429K
|
11K
$431K
|
|
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 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-109- 0.62% |
$4.1K - $4.24K
|
17.3K
$678K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.41K- 4.87% |
$203K - $211K
|
106K
$4.14M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
112+ 0.35% |
$4.21K - $4.36K
|
32.1K
$1.26M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 15.19% |
$120K - $125K
|
17.9K
$699K
|
|
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
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.4K- 6.54% |
$90.2K - $93.4K
|
34.3K
$1.34M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.3K- 43.72% |
$1.07M - $1.1M
|
36.5K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 0.01% |
$226 - $234
|
79.9K
$3.13M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-600- 6.08% |
$22.6K - $23.4K
|
9.27K
$363K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.9K- 2.52% |
$109K - $113K
|
112K
$4.39M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.24K- 2.78% |
$160K - $165K
|
148K
$5.8M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 27.59% |
$994K - $1.03M
|
69.3K
$2.71M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1- 0.01% |
$37.6 - $38.9
|
13.3K
$520K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-19- 0.26% |
$715 - $739
|
7.42K
$290K
|
|
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
$526K
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-15.1K- 11.6% |
$567K - $587K
|
115K
$4.5M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.4K- 20.76% |
$729K - $754K
|
74K
$2.89M
|
|
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 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.87% |
$43.9K - $45.4K
|
18.7K
$731K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-286- 1.42% |
$10.8K - $11.1K
|
19.9K
$778K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-76- 0.09% |
$2.86K - $2.96K
|
81.3K
$3.18M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 0.48% |
$37.9K - $39.3K
|
210K
$8.24M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
54.1K+ 6.05% |
$2.03M - $2.1M
|
948K
$37.1M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.3K+ 20.41% |
$48.8K - $50.5K
|
7.65K
$299K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.41% |
$2.14K - $2.22K
|
13.9K
$546K
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.15K+ 0.95% |
$43.1K - $44.6K
|
122K
$4.76M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 1.35% |
$3.01K - $3.11K
|
5.84K
$228K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-714- 2.94% |
$26.9K - $27.8K
|
23.6K
$922K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 0.58% |
$11.3K - $11.7K
|
51.9K
$2.03M
|
|
Q3 2024 | |||||||
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
440+ 1.22% |
$15.7K - $16.7K
|
36.5K
$1.43M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.07K+ 80.76% |
$73.5K - $78.2K
|
4.62K
$181K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27- 0.35% |
$960 - $1.02K
|
7.58K
$297K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 44.13% |
$612K - $652K
|
56.2K
$2.2M
|