Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-325- 1.92% |
$10.7K - $11.5K
|
16.6K
$635K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-368- 1.91% |
$12.1K - $13K
|
18.9K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-371- 2.68% |
$12.2K - $13.1K
|
13.5K
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-413- 1.62% |
$13.6K - $14.6K
|
25.1K
$963K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-415- 72.93% |
$13.7K - $14.7K
|
154
$5.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-467- 6.19% |
$15.4K - $16.5K
|
7.08K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-508- 2.63% |
$16.8K - $18K
|
18.8K
$720K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-522- 0.46% |
$17.2K - $18.5K
|
114K
$4.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-548- 2.99% |
$18.1K - $19.4K
|
17.8K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-605- 4.61% |
$20K - $21.4K
|
12.5K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-619- 4.46% |
$20.4K - $21.9K
|
13.2K
$508K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-625- 27.06% |
$20.6K - $22.1K
|
1.69K
$64.6K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-643- 28.69% |
$21.2K - $22.7K
|
1.6K
$61.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-696- 3.44% |
$23K - $24.6K
|
19.5K
$748K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-698- 2.03% |
$23K - $24.7K
|
33.7K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-730- 1.27% |
$24.1K - $25.8K
|
56.7K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-800- 3.66% |
$26.4K - $28.3K
|
21K
$807K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-855- 4.64% |
$28.2K - $30.2K
|
17.6K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-954- 12.71% |
$31.5K - $33.8K
|
6.55K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-994- 1.26% |
$32.8K - $35.2K
|
77.7K
$2.98M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.06K- 6.34% |
$35K - $37.6K
|
15.7K
$602K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.09K- 3.89% |
$35.8K - $38.4K
|
26.8K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.24K- 6.55% |
$40.9K - $43.9K
|
17.7K
$678K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.25K- 3.39% |
$41.4K - $44.4K
|
35.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 1.47% |
$41.8K - $44.8K
|
84.7K
$3.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.36K- 6.58% |
$44.7K - $48K
|
19.2K
$738K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.41K- 1.22% |
$46.3K - $49.7K
|
114K
$4.37M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.63K- 54.33% |
$53.8K - $57.7K
|
1.37K
$52.5K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.63K- 54.33% |
$53.8K - $57.7K
|
1.37K
$52.5K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.26% |
$61.6K - $66.1K
|
33.7K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 50.0% |
$66K - $70.8K
|
2K
$76.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.05K- 9.07% |
$67.6K - $72.5K
|
20.5K
$788K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.08K- 8.38% |
$68.7K - $73.7K
|
22.8K
$873K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.45K- 18.55% |
$80.9K - $86.8K
|
10.8K
$413K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.54K- 6.59% |
$83.9K - $90K
|
36K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.67K- 4.52% |
$87.9K - $94.3K
|
56.3K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.77K- 5.2% |
$91.3K - $97.9K
|
50.5K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.14K- 2.72% |
$104K - $111K
|
112K
$4.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 5.39% |
$114K - $123K
|
60.8K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.5K- 90.91% |
$115K - $124K
|
350
$13.4K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.52K- 33.65% |
$116K - $124K
|
6.93K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.69K- 4.64% |
$122K - $131K
|
75.9K
$2.91M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.7K- 11.32% |
$122K - $131K
|
29K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.73K- 17.01% |
$123K - $132K
|
18.2K
$697K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.8K- 73.52% |
$125K - $135K
|
1.37K
$52.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.07K- 5.11% |
$134K - $144K
|
75.6K
$2.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.28K- 3.29% |
$141K - $151K
|
126K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.43K- 1.7% |
$146K - $157K
|
256K
$9.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.49K- 17.9% |
$148K - $159K
|
20.6K
$790K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-4.75K- 21.46% |
$156K - $168K
|
17.4K
$666K
|