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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.45KNew |
$166K - $175K
|
4.45K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
340+ 22.8% |
$12.7K - $13.4K
|
1.83K
$74.2K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.6K+ 16.07% |
$996K - $1.05M
|
192K
$7.79M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-250- 3.15% |
$9.35K - $9.86K
|
7.69K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.69K- 1.48% |
$138K - $145K
|
246K
$9.95M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-62- 0.19% |
$2.32K - $2.44K
|
33K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 24.78% |
$432K - $455K
|
35.1K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-505- 2.41% |
$18.9K - $19.9K
|
20.5K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 0.78% |
$137K - $144K
|
466K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-10.6K- 3.56% |
$398K - $419K
|
288K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.02K+ 300566.66% |
$337K - $355K
|
9.02K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-405- 1.69% |
$15.1K - $16K
|
23.6K
$955K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2.37K- 62.72% |
$88.6K - $93.4K
|
1.41K
$57.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-221- 12.06% |
$8.27K - $8.71K
|
1.61K
$65.3K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.07K- 9.54% |
$77.2K - $81.4K
|
19.6K
$793K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.8K- 11.83% |
$2.69M - $2.83M
|
536K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.56K+ 82.26% |
$58.5K - $61.6K
|
3.46K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17.4K- 3.63% |
$649K - $684K
|
461K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.76K- 4.14% |
$178K - $188K
|
110K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.83K- 1.41% |
$68.4K - $72.1K
|
128K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.51K- 5.7% |
$131K - $138K
|
58K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.5K+ 1000.0% |
$131K - $138K
|
3.85K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.03K- 6.23% |
$38.5K - $40.6K
|
15.5K
$628K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-263- 0.56% |
$9.84K - $10.4K
|
46.5K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-249K- 29.89% |
$9.31M - $9.82M
|
584K
$23.7M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-15.2K- 70.68% |
$568K - $598K
|
6.3K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-96- 0.3% |
$3.59K - $3.78K
|
32K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.68K- 51.09% |
$250K - $263K
|
6.4K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
282+ 3.98% |
$10.5K - $11.1K
|
7.36K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.67K- 8.43% |
$62.3K - $65.7K
|
18.1K
$734K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-144K- 69.0% |
$5.38M - $5.67M
|
64.6K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
17.7KNew |
$661K - $697K
|
17.7K
$717K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 20.24% |
$1.12M - $1.18M
|
177K
$7.19M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-576- 1.79% |
$21.5K - $22.7K
|
31.7K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-350- 4.48% |
$13.1K - $13.8K
|
7.47K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.64K- 5.67% |
$174K - $183K
|
77.2K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.89K- 15.94% |
$70.8K - $74.7K
|
9.99K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-256- 0.54% |
$9.57K - $10.1K
|
47.3K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 8.09% |
$879K - $926K
|
267K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-32- 33.33% |
$1.2K - $1.26K
|
64
$2.59K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-30- 0.53% |
$1.12K - $1.18K
|
5.61K
$227K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.41KNew |
$314K - $331K
|
8.41K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-136- 0.79% |
$5.09K - $5.36K
|
17.1K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.8K- 54.6% |
$851K - $897K
|
18.9K
$767K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.57K- 5.93% |
$58.6K - $61.8K
|
24.9K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-216K- 46.5% |
$8.07M - $8.5M
|
248K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-58- 0.37% |
$2.17K - $2.29K
|
15.6K
$631K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-300- 3.24% |
$11.2K - $11.8K
|
8.97K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-12.4K- 7.03% |
$462K - $487K
|
163K
$6.62M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-476- 0.57% |
$17.8K - $18.8K
|
83.6K
$3.39M
|