Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PAUG)

PAUG Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 17, 2023 Q1 2023
Integral Investment Advisors, Inc.

BUY
 -
520K
+ 123.73%
$14.7M - $15.5M
940K $36.5M
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
437K
New
$12.3M - $13M
437K $17M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
230K
+ 26.99%
$6.5M - $6.86M
1.08M $42.1M
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
212K
+ 2119.9%
$5.98M - $6.31M
222K $8.62M
Apr 24, 2023 Q1 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
75.3K
+ 15.0%
$2.12M - $2.24M
577K $22.4M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
55.1K
New
$1.56M - $1.64M
55.1K $2.14M
May 12, 2023 Q1 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
35K
New
$988K - $1.04M
35K $1.36M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
18.5K
+ 72.73%
$521K - $550K
43.9K $1.7M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
16.1K
+ 35.36%
$454K - $479K
61.6K $2.39M
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
14.8K
New
$417K - $440K
14.8K $573K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
14.4K
New
$408K - $430K
14.4K $561K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
14.3K
+ 4.08%
$405K - $427K
366K $14.2M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
11.1K
New
$314K - $332K
11.1K $432K
Apr 24, 2023 Q1 2023
Tru Independence LLC

BUY
 -
10.6K
New
$300K - $317K
10.6K $413K
May 01, 2023 Q1 2023
Alera Investment Advisors, LLC

BUY
 -
10.3K
New
$290K - $306K
10.3K $398K
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
9.85K
New
$278K - $293K
9.85K $382K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
9.26K
New
$261K - $276K
9.26K $359K
May 12, 2023 Q1 2023
Berkshire Money Management, Inc.

BUY
 -
8.09K
+ 6.65%
$228K - $241K
130K $5.04M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.4K
+ 11.48%
$209K - $220K
71.9K $2.79M
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
6.82K
New
$193K - $203K
6.82K $265K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.98K
+ 7.89%
$169K - $178K
81.8K $3.17M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
5.66K
+ 30.62%
$160K - $168K
24.1K $937K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
5.53K
+ 42.88%
$156K - $165K
18.4K $715K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.16K
+ 17.01%
$146K - $154K
35.5K $1.38M
Apr 14, 2023 Q1 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
5.04K
+ 11.9%
$142K - $150K
47.3K $1.84M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
4.9K
+ 14.97%
$138K - $146K
37.6K $1.46M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
4.12K
+ 9.18%
$116K - $123K
48.9K $1.9M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3.91K
+ 928.98%
$110K - $116K
4.33K $168K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.85K
New
$109K - $115K
3.85K $149K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3.73K
+ 74.66%
$105K - $111K
8.73K $339K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.48K
+ 5.68%
$98.2K - $104K
64.7K $2.51M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
3.27K
+ 11.23%
$92.3K - $97.4K
32.4K $1.26M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.97K
+ 36.82%
$83.8K - $88.4K
11K $428K
Apr 13, 2023 Q1 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
2.01K
+ 1.93%
$56.6K - $59.8K
106K $4.12M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2K
+ 4.37%
$56.4K - $59.6K
47.8K $1.85M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
1.94K
+ 3.96%
$54.7K - $57.7K
50.9K $1.97M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.72K
+ 20.05%
$48.7K - $51.3K
10.3K $401K
Apr 18, 2023 Q1 2023
Outlook Wealth Advisors, LLC

BUY
 -
1.63K
+ 3.33%
$45.9K - $48.4K
50.4K $1.96M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.28K
+ 0.99%
$36.2K - $38.2K
131K $5.08M
Apr 05, 2023 Q1 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
1.23K
+ 2.8%
$34.7K - $36.6K
45.1K $1.75M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
859
New
$24.2K - $25.6K
859 $33.3K
May 05, 2023 Q1 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
856
+ 4.11%
$24.2K - $25.5K
21.7K $842K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
718
+ 32.33%
$20.3K - $21.4K
2.94K $114K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
667
+ 4.51%
$18.8K - $19.9K
15.5K $600K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
553
+ 3456.25%
$15.6K - $16.5K
569 $22.1K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
508
+ 2.61%
$14.3K - $15.1K
19.9K $774K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
435
+ 2.29%
$12.3K - $13K
19.4K $754K
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
205
+ 2.82%
$5.79K - $6.1K
7.47K $290K
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
199
+ 0.41%
$5.62K - $5.93K
48.8K $1.89M

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