Purchases and Sales Made in Q2 2023 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
786K+ 353.94% |
$23M - $24.5M
|
1.01M
$38.6M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
664KNew |
$19.4M - $20.7M
|
664K
$25.4M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
480K+ 779.07% |
$14M - $15M
|
541K
$20.7M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
317KNew |
$9.27M - $9.88M
|
317K
$12.1M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
294K+ 61.38% |
$8.61M - $9.18M
|
774K
$29.6M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236KNew |
$6.9M - $7.36M
|
236K
$9.03M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
233KNew |
$6.81M - $7.26M
|
233K
$8.9M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
170K+ 15.72% |
$4.99M - $5.32M
|
1.26M
$48M
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
155K+ 119.11% |
$4.52M - $4.82M
|
284K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75.3K+ 13.04% |
$2.2M - $2.35M
|
653K
$25M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
66.6K+ 53.59% |
$1.95M - $2.08M
|
191K
$7.3M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59KNew |
$1.73M - $1.84M
|
59K
$2.26M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
45.1KNew |
$1.32M - $1.41M
|
45.1K
$1.73M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.6KNew |
$1.28M - $1.36M
|
43.6K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.3KNew |
$1.27M - $1.35M
|
43.3K
$1.66M
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
36.9KNew |
$1.08M - $1.15M
|
36.9K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6KNew |
$573K - $611K
|
19.6K
$750K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8K+ 102.16% |
$551K - $588K
|
37.3K
$1.43M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
16.8K+ 3.84% |
$491K - $524K
|
454K
$17.4M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.7K+ 56.71% |
$400K - $427K
|
37.8K
$1.45M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$365K - $389K
|
12.5K
$477K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12KNew |
$351K - $374K
|
12K
$459K
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.3K+ 23.92% |
$331K - $353K
|
58.7K
$2.25M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.9KNew |
$320K - $341K
|
10.9K
$419K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
10.8K+ 33.23% |
$315K - $336K
|
43.1K
$1.65M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.29K+ 11.36% |
$272K - $290K
|
91.1K
$3.49M
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8.78KNew |
$257K - $274K
|
8.78K
$336K
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.45KNew |
$247K - $264K
|
8.45K
$323K
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.3KNew |
$243K - $259K
|
8.3K
$318K
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.27KNew |
$242K - $258K
|
8.27K
$316K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.21K+ 47.08% |
$240K - $256K
|
25.6K
$981K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.86KNew |
$230K - $245K
|
7.86K
$301K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.72KNew |
$196K - $210K
|
6.72K
$257K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.4KNew |
$187K - $200K
|
6.4K
$245K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.23KNew |
$182K - $194K
|
6.23K
$238K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.18K+ 7.33% |
$152K - $162K
|
75.9K
$2.9M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.01K+ 5.86% |
$147K - $156K
|
90.5K
$3.46M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.65KNew |
$107K - $114K
|
3.65K
$140K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.64KNew |
$107K - $114K
|
3.64K
$139K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.33K+ 21.54% |
$97.4K - $104K
|
18.8K
$719K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.5K+ 2.12% |
$73K - $77.9K
|
120K
$4.6M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.44KNew |
$71.2K - $76K
|
2.44K
$93.2K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.13K+ 20.6% |
$62.2K - $66.3K
|
12.4K
$476K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.73K+ 2.67% |
$50.5K - $53.9K
|
66.4K
$2.54M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$49.7K - $53K
|
1.7K
$65.1K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.41KNew |
$41.4K - $44.1K
|
1.41K
$54.1K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.4K+ 3.72% |
$41K - $43.7K
|
39K
$1.49M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.34K+ 2.02% |
$39.1K - $41.7K
|
67.4K
$2.58M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.26KNew |
$36.9K - $39.4K
|
1.26K
$48.3K
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.02K+ 10.29% |
$30K - $31.9K
|
11K
$420K
|