Latest Institutional Sells of Innovator U.S. Equity Power Bu (PAUG)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAUG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.43K- 15.8% |
$49.1K - $52.2K
|
7.61K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.4K- 30.11% |
$48.2K - $51.2K
|
3.25K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.4% |
$42.4K - $45.1K
|
1.75K
$67.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-898- 10.78% |
$30.9K - $32.8K
|
7.44K
$286K
|
|
|
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 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-280- 2.6% |
$9.63K - $10.2K
|
10.5K
$404K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-24- 0.63% |
$826 - $877
|
3.78K
$146K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-365K- 45.36% |
$12.1M - $12.9M
|
440K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-184K- 47.02% |
$6.05M - $6.5M
|
207K
$7.97M
|
|
|
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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 13.75% |
$968K - $1.04M
|
184K
$7.09M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26.6K- 15.23% |
$879K - $942K
|
148K
$5.71M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.6K- 66.25% |
$449K - $482K
|
6.94K
$267K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-11.3K- 64.03% |
$371K - $398K
|
6.32K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-9.97K- 5.37% |
$329K - $353K
|
176K
$6.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.17K- 41.2% |
$203K - $218K
|
8.8K
$339K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-6.03KClosed |
$199K - $213K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.74K- 6.97% |
$189K - $203K
|
76.6K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.35K- 42.32% |
$176K - $189K
|
7.29K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.49K- 17.9% |
$148K - $159K
|
20.6K
$794K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.05K- 9.07% |
$67.6K - $72.5K
|
20.5K
$791K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 50.0% |
$66K - $70.8K
|
2K
$77.1K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.26% |
$61.6K - $66.1K
|
33.7K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 1.47% |
$41.8K - $44.8K
|
84.7K
$3.26M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-855- 4.64% |
$28.2K - $30.2K
|
17.6K
$677K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-625- 27.06% |
$20.6K - $22.1K
|
1.69K
$64.9K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-291- 3.24% |
$9.6K - $10.3K
|
8.68K
$334K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.2K- 76.51% |
$1.04M - $1.14M
|
10.5K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20.4K- 29.12% |
$620K - $682K
|
49.7K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.66K- 98.06% |
$141K - $156K
|
92
$3.54K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.38K- 1.05% |
$72.1K - $79.4K
|
225K
$8.66M
|
|
|
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
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-584- 7.77% |
$17.7K - $19.5K
|
6.93K
$267K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-337- 0.45% |
$10.2K - $11.3K
|
75K
$2.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 19.26% |
$2.52K - $2.77K
|
348
$13.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-216K- 92.74% |
$6.65M - $6.95M
|
16.9K
$650K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.5K- 13.04% |
$46.2K - $48.3K
|
10K
$385K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 11.4% |
$6.47K - $6.76K
|
1.63K
$62.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-160- 2.35% |
$4.93K - $5.15K
|
6.66K
$257K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.4K- 5.01% |
$70.2K - $74.9K
|
45.5K
$1.75M
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-223- 82.59% |
$6.29K - $6.64K
|
47
$1.81K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-39.5K- 5.1% |
$1.06M - $1.16M
|
736K
$28.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-12K- 17.33% |
$323K - $351K
|
57.2K
$2.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-123- 0.93% |
$3.31K - $3.6K
|
13.1K
$504K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 19.8% |
$27K - $29.8K
|
4.05K
$156K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-790- 3.03% |
$21.3K - $23.5K
|
25.3K
$975K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.9KClosed |
$583K - $634K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-10.6KClosed |
$296K - $321K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.36KClosed |
$233K - $254K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.65KClosed |
$102K - $111K
|
0
$0
|
|