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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.45K- 1.2% |
$54.5K - $56.4K
|
119K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$197K - $204K
|
5.23K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-514- 6.77% |
$19.3K - $20K
|
7.08K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.82K+ 64.62% |
$181K - $187K
|
12.3K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
8.27KNew |
$311K - $322K
|
8.27K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-70- 1.32% |
$2.63K - $2.72K
|
5.24K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-509- 8.67% |
$19.1K - $19.8K
|
5.36K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.39KNew |
$90K - $93.1K
|
2.39K
$97K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.89K- 5.61% |
$71K - $73.4K
|
31.8K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-235- 0.5% |
$8.84K - $9.15K
|
46.7K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 0.11% |
$527 - $545
|
12.9K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-909- 5.38% |
$34.2K - $35.4K
|
16K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.7KNew |
$516K - $534K
|
13.7K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.63% |
$2.56K - $2.65K
|
10.8K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
11KNew |
$414K - $429K
|
11K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-299- 5.12% |
$11.2K - $11.6K
|
5.55K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-19- 0.26% |
$715 - $739
|
7.42K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.41% |
$2.14K - $2.22K
|
13.9K
$565K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 1.35% |
$3.01K - $3.11K
|
5.84K
$237K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.8K- 73.42% |
$135K - $144K
|
1.38K
$55.7K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27- 0.35% |
$960 - $1.02K
|
7.58K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.24KNew |
$293K - $312K
|
8.24K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9KNew |
$424K - $451K
|
11.9K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-572- 6.57% |
$20.3K - $21.7K
|
8.14K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.17KNew |
$219K - $233K
|
6.17K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.6KNew |
$483K - $514K
|
13.6K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.17K- 50.02% |
$219K - $234K
|
6.16K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.59KNew |
$341K - $363K
|
9.59K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
19.2KNew |
$684K - $728K
|
19.2K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
128+ 0.74% |
$4.55K - $4.85K
|
17.4K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
9.2KNew |
$327K - $348K
|
9.2K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-153- 99.35% |
$5.44K - $5.79K
|
1
$40.5
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.2K- 66.9% |
$540K - $574K
|
7.51K
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
58.1KNew |
$2.07M - $2.2M
|
58.1K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-7.24K- 37.74% |
$258K - $274K
|
11.9K
$484K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.4KNew |
$690K - $734K
|
19.4K
$786K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 52.96% |
$365K - $389K
|
9.12K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.47K- 24.16% |
$87.9K - $93.6K
|
7.76K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.51K+ 28.25% |
$267K - $284K
|
34.1K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.56K+ 8.22% |
$55.3K - $58.9K
|
20.5K
$830K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-210- 2.26% |
$7.47K - $7.95K
|
9.1K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.1KNew |
$432K - $460K
|
12.1K
$492K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
8.3KNew |
$295K - $314K
|
8.3K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.72K- 13.87% |
$132K - $141K
|
23.1K
$935K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.29K+ 53.86% |
$152K - $162K
|
12.2K
$496K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8.91KNew |
$317K - $337K
|
8.91K
$361K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.4KNew |
$511K - $544K
|
14.4K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 26.87% |
$2.17M - $2.31M
|
288K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.12K+ 91.0% |
$289K - $308K
|
17.1K
$691K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.15KNew |
$219K - $233K
|
6.15K
$249K
|
|