Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.76M+ 205.04% |
$47.4M - $52.2M
|
2.61M
$100M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
776KNew |
$20.9M - $23.1M
|
776K
$29.8M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
632KNew |
$17M - $18.8M
|
632K
$24.3M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
413K+ 1357.03% |
$11.1M - $12.3M
|
443K
$17M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
406K+ 308.87% |
$11M - $12.1M
|
538K
$20.6M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
308K+ 891.8% |
$8.3M - $9.15M
|
342K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
238K+ 123.34% |
$6.42M - $7.09M
|
431K
$16.6M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
156K+ 30.71% |
$4.21M - $4.64M
|
664K
$25.5M
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
123KNew |
$3.32M - $3.66M
|
123K
$4.73M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
118K+ 608.26% |
$3.19M - $3.52M
|
138K
$5.28M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115KNew |
$3.1M - $3.42M
|
115K
$4.41M
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
105KNew |
$2.82M - $3.12M
|
105K
$4.02M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
101KNew |
$2.73M - $3.01M
|
101K
$3.88M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91.1K+ 297.19% |
$2.46M - $2.71M
|
122K
$4.67M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
75.1K+ 222.52% |
$2.02M - $2.23M
|
109K
$4.18M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
74K+ 21.43% |
$2M - $2.2M
|
419K
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
60.8KNew |
$1.64M - $1.81M
|
60.8K
$2.33M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.1KNew |
$1.62M - $1.79M
|
60.1K
$2.3M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
59.1K+ 585.47% |
$1.59M - $1.76M
|
69.2K
$2.66M
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
57.8KNew |
$1.56M - $1.72M
|
57.8K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
56.2K+ 24.0% |
$1.52M - $1.67M
|
290K
$11.1M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56K+ 202.25% |
$1.51M - $1.67M
|
83.7K
$3.21M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
50.4KNew |
$1.36M - $1.5M
|
50.4K
$1.93M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.7K+ 68.1% |
$1.34M - $1.48M
|
123K
$4.71M
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
49.7KNew |
$1.34M - $1.48M
|
49.7K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
47.9KNew |
$1.29M - $1.43M
|
47.9K
$1.84M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46.4KNew |
$1.25M - $1.38M
|
46.4K
$1.78M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.6K+ 384.64% |
$1.23M - $1.36M
|
57.5K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.6KNew |
$1.23M - $1.36M
|
45.6K
$1.75M
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
43.4KNew |
$1.17M - $1.29M
|
43.4K
$1.67M
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
43.2K+ 3051.59% |
$1.16M - $1.28M
|
44.6K
$1.71M
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
42.4KNew |
$1.14M - $1.26M
|
42.4K
$1.63M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
40.9K+ 549.45% |
$1.1M - $1.22M
|
48.4K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
40.9KNew |
$1.1M - $1.22M
|
40.9K
$1.57M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40.3K+ 163.62% |
$1.09M - $1.2M
|
65K
$2.49M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.3K+ 81.98% |
$978K - $1.08M
|
80.5K
$3.09M
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
35.6K+ 117.25% |
$961K - $1.06M
|
66K
$2.53M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.1KNew |
$866K - $955K
|
32.1K
$1.23M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
32KNew |
$864K - $953K
|
32K
$1.23M
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
30.9K+ 74.88% |
$833K - $919K
|
72.1K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30.3KNew |
$818K - $902K
|
30.3K
$1.16M
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
28.9KNew |
$779K - $859K
|
28.9K
$1.11M
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
26.7KNew |
$721K - $795K
|
26.7K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 112.87% |
$720K - $794K
|
50.3K
$1.93M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
26.5KNew |
$714K - $788K
|
26.5K
$1.02M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
25KNew |
$676K - $745K
|
25K
$961K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24.1KNew |
$651K - $718K
|
24.1K
$926K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23.4KNew |
$631K - $696K
|
23.4K
$898K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.9KNew |
$618K - $681K
|
22.9K
$879K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 75.78% |
$572K - $630K
|
49.2K
$1.89M
|