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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
64New |
$2.2K - $2.34K
|
64
$2.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-24- 0.63% |
$826 - $877
|
3.78K
$144K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37.8KNew |
$1.3M - $1.38M
|
37.8K
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26.8K- 78.96% |
$923K - $981K
|
7.16K
$272K
|
|
| Q1 2024 | |||||||
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-6.03KClosed |
$199K - $213K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
35KNew |
$1.15M - $1.24M
|
35K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 13.75% |
$968K - $1.04M
|
184K
$7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 8.97% |
$596K - $639K
|
219K
$8.34M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.6K- 66.25% |
$449K - $482K
|
6.94K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-184K- 47.02% |
$6.05M - $6.5M
|
207K
$7.86M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$3.3K - $3.54K
|
100
$3.8K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$11.3K - $12.1K
|
342
$13K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-62.9K- 48.33% |
$2.07M - $2.22M
|
67.2K
$2.56M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26.6K- 15.23% |
$879K - $942K
|
148K
$5.63M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-291- 3.24% |
$9.6K - $10.3K
|
8.68K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.74K- 6.97% |
$189K - $203K
|
76.6K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-9.97K- 5.37% |
$329K - $353K
|
176K
$6.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-11.3K- 64.03% |
$371K - $398K
|
6.32K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
92+ 78.63% |
$3.03K - $3.25K
|
209
$7.95K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.17K- 41.2% |
$203K - $218K
|
8.8K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-365K- 45.36% |
$12.1M - $12.9M
|
440K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
56New |
$1.85K - $1.98K
|
56
$2.13K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-625- 27.06% |
$20.6K - $22.1K
|
1.69K
$64.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.03% |
$66 - $70.8
|
6.13K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 50.0% |
$66K - $70.8K
|
2K
$76K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.55KNew |
$138K - $152K
|
4.55K
$173K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
535New |
$16.2K - $17.9K
|
535
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20KNew |
$608K - $669K
|
20K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.66K- 98.06% |
$141K - $156K
|
92
$3.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.81K+ 41.78% |
$85.3K - $93.9K
|
9.53K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.38K- 1.05% |
$72.1K - $79.4K
|
225K
$8.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
79.6KNew |
$2.42M - $2.66M
|
79.6K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215New |
$6.53K - $7.19K
|
215
$8.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-584- 7.77% |
$17.7K - $19.5K
|
6.93K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$947K - $1.04M
|
31.2K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20.4K- 29.12% |
$620K - $682K
|
49.7K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.09K+ 5.18% |
$32.9K - $36.3K
|
22K
$838K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
7.96KNew |
$242K - $266K
|
7.96K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 19.26% |
$2.52K - $2.77K
|
348
$13.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
7.94KNew |
$241K - $265K
|
7.94K
$302K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.2K- 76.51% |
$1.04M - $1.14M
|
10.5K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
19New |
$577 - $635
|
19
$722
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$60.7K - $66.8K
|
2K
$76K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$517K - $570K
|
17K
$648K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-337- 0.45% |
$10.2K - $11.3K
|
75K
$2.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
16.3K+ 121.57% |
$494K - $544K
|
29.7K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.13K- 5.31% |
$34.3K - $37.8K
|
20.2K
$766K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
65.9KNew |
$2M - $2.2M
|
65.9K
$2.51M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 11.4% |
$6.47K - $6.76K
|
1.63K
$62K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.1KNew |
$681K - $712K
|
22.1K
$840K
|
|