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 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.8K+ 76.52% |
$562K - $620K
|
48.1K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19.5KNew |
$525K - $579K
|
19.5K
$745K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19K+ 109.12% |
$512K - $565K
|
36.4K
$1.39M
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.9KNew |
$509K - $562K
|
18.9K
$723K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.2KNew |
$464K - $512K
|
17.2K
$659K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$435K - $480K
|
16.1K
$618K
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 37.27% |
$418K - $461K
|
57.1K
$2.19M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
15.4KNew |
$415K - $458K
|
15.4K
$589K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4K+ 31.64% |
$389K - $429K
|
60.1K
$2.3M
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
13.1KNew |
$352K - $389K
|
13.1K
$500K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
12.6KNew |
$341K - $376K
|
12.6K
$484K
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.1KNew |
$326K - $360K
|
12.1K
$463K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 80.27% |
$314K - $346K
|
26.1K
$1M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
11.2K+ 11.65% |
$302K - $334K
|
107K
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.1KNew |
$300K - $331K
|
11.1K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.7KNew |
$287K - $317K
|
10.7K
$408K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 63.41% |
$287K - $317K
|
27.5K
$1.05M
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
10.6KNew |
$286K - $316K
|
10.6K
$406K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
10.5K+ 34.36% |
$283K - $312K
|
41K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$273K - $301K
|
10.1K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.54KNew |
$257K - $284K
|
9.54K
$365K
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.12KNew |
$246K - $271K
|
9.12K
$349K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.84K+ 258.71% |
$238K - $263K
|
12.3K
$469K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.59KNew |
$232K - $256K
|
8.59K
$329K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.37KNew |
$226K - $249K
|
8.37K
$320K
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.23KNew |
$222K - $245K
|
8.23K
$315K
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
8.14KNew |
$219K - $242K
|
8.14K
$311K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.07KNew |
$218K - $240K
|
8.07K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.71KNew |
$208K - $229K
|
7.71K
$295K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.57K+ 11.53% |
$204K - $225K
|
73.2K
$2.8M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.26KNew |
$196K - $216K
|
7.26K
$278K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.5K+ 648.06% |
$175K - $193K
|
7.5K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.85K+ 28.22% |
$158K - $174K
|
26.6K
$1.02M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
5KNew |
$135K - $149K
|
5K
$191K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.73K+ 39.83% |
$100K - $111K
|
13.1K
$500K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.05KNew |
$82.3K - $90.7K
|
3.05K
$117K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.85K+ 288.95% |
$76.8K - $84.8K
|
3.84K
$147K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.42KNew |
$65.3K - $72K
|
2.42K
$92.6K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
2.4K+ 78.41% |
$64.8K - $71.4K
|
5.46K
$209K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.16K+ 7.52% |
$58.3K - $64.3K
|
30.9K
$1.18M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.33K+ 9.8% |
$35.9K - $39.6K
|
14.9K
$570K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.11K+ 9.37% |
$29.8K - $32.9K
|
12.9K
$494K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 16.67% |
$27K - $29.8K
|
7K
$268K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
820+ 371.04% |
$22.1K - $24.4K
|
1.04K
$39.8K
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
716+ 0.86% |
$19.3K - $21.3K
|
84.1K
$3.22M
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
421New |
$11.4K - $12.5K
|
421
$16.1K
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
350New |
$9.44K - $10.4K
|
350
$13.4K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
223New |
$6.01K - $6.63K
|
223
$8.53K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
114+ 1.31% |
$3.07K - $3.39K
|
8.82K
$337K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$1.35K - $1.49K
|
50
$1.91K
|