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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
686K+ 329.72% |
$24.4M - $26M
|
894K
$34.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.81K+ 96.1% |
$242K - $258K
|
13.9K
$535K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
211KNew |
$7.52M - $8.01M
|
211K
$8.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.99K+ 4.47% |
$142K - $151K
|
93.3K
$3.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.83KNew |
$243K - $258K
|
6.83K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.58K+ 48.47% |
$234K - $249K
|
20.2K
$777K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.9K+ 15.62% |
$103K - $110K
|
21.5K
$827K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37.7KNew |
$1.34M - $1.43M
|
37.7K
$1.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
60.8K+ 101.56% |
$2.16M - $2.3M
|
121K
$4.65M
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.7K- 5.25% |
$92.7K - $98.5K
|
48.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.89KNew |
$306K - $325K
|
8.89K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-9.44K- 14.54% |
$325K - $345K
|
55.5K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-5.24K- 29.61% |
$180K - $191K
|
12.5K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-280- 2.6% |
$9.63K - $10.2K
|
10.5K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.72KNew |
$197K - $209K
|
5.72K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
399New |
$13.7K - $14.6K
|
399
$15.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.4% |
$42.4K - $45.1K
|
1.75K
$67.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-383- 1.07% |
$13.2K - $14K
|
35.4K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12K- 55.43% |
$413K - $439K
|
9.66K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.4K- 46.07% |
$358K - $381K
|
12.2K
$470K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.8K- 58.47% |
$303K - $322K
|
6.25K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.4K- 30.11% |
$48.2K - $51.2K
|
3.25K
$125K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
64New |
$2.2K - $2.34K
|
64
$2.47K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-24- 0.63% |
$826 - $877
|
3.78K
$146K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.54K- 4.09% |
$53K - $56.3K
|
36.1K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26.8K- 78.96% |
$923K - $981K
|
7.16K
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37.8KNew |
$1.3M - $1.38M
|
37.8K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-898- 10.78% |
$30.9K - $32.8K
|
7.44K
$286K
|
|
| Q1 2024 | |||||||
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-6.03KClosed |
$199K - $213K
|
0
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-855- 4.64% |
$28.2K - $30.2K
|
17.6K
$677K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.05K- 9.07% |
$67.6K - $72.5K
|
20.5K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 1.47% |
$41.8K - $44.8K
|
84.7K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.98K+ 102.24% |
$263K - $282K
|
15.8K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
35KNew |
$1.15M - $1.24M
|
35K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 13.75% |
$968K - $1.04M
|
184K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 8.97% |
$596K - $639K
|
219K
$8.46M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-184K- 47.02% |
$6.05M - $6.5M
|
207K
$7.97M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.6K- 66.25% |
$449K - $482K
|
6.94K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$3.3K - $3.54K
|
100
$3.85K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.35K- 42.32% |
$176K - $189K
|
7.29K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$11.3K - $12.1K
|
342
$13.2K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.26% |
$61.6K - $66.1K
|
33.7K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-62.9K- 48.33% |
$2.07M - $2.22M
|
67.2K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26.6K- 15.23% |
$879K - $942K
|
148K
$5.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-9.97K- 5.37% |
$329K - $353K
|
176K
$6.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.74K- 6.97% |
$189K - $203K
|
76.6K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-291- 3.24% |
$9.6K - $10.3K
|
8.68K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-11.3K- 64.03% |
$371K - $398K
|
6.32K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.49K- 17.9% |
$148K - $159K
|
20.6K
$794K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
92+ 78.63% |
$3.03K - $3.25K
|
209
$8.05K
|
|