Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
775K+ 406.04% |
$23.9M - $25M
|
966K
$37.5M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
708K+ 91.43% |
$21.8M - $22.8M
|
1.48M
$57.5M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
613K+ 126.45% |
$18.9M - $19.7M
|
1.1M
$42.6M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
521KNew |
$16.1M - $16.8M
|
521K
$20.2M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
479K+ 2726.63% |
$14.8M - $15.4M
|
497K
$19.3M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
454K+ 36.15% |
$14M - $14.6M
|
1.71M
$66.3M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
296KNew |
$9.14M - $9.54M
|
296K
$11.5M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
241KNew |
$7.43M - $7.76M
|
241K
$9.36M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
235KNew |
$7.26M - $7.58M
|
235K
$9.14M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
227KNew |
$7M - $7.31M
|
227K
$8.81M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
211K+ 451.45% |
$6.51M - $6.8M
|
258K
$10M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
205K+ 57.02% |
$6.31M - $6.59M
|
564K
$21.9M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
203KNew |
$6.26M - $6.54M
|
203K
$7.88M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
197K+ 7.85% |
$6.08M - $6.35M
|
2.71M
$105M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
184K+ 34.01% |
$5.68M - $5.93M
|
725K
$28.2M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
183K+ 95.04% |
$5.63M - $5.88M
|
375K
$14.5M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
151KNew |
$4.65M - $4.86M
|
151K
$5.86M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 170.54% |
$4.65M - $4.86M
|
239K
$9.29M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150KNew |
$4.62M - $4.83M
|
150K
$5.82M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
143K+ 214.73% |
$4.4M - $4.59M
|
209K
$8.12M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
139K+ 152.61% |
$4.29M - $4.48M
|
230K
$8.93M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
136K+ 150.47% |
$4.2M - $4.38M
|
227K
$8.79M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
115K+ 87.25% |
$3.53M - $3.69M
|
246K
$9.54M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
111KNew |
$3.42M - $3.57M
|
111K
$4.31M
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
105K+ 252.3% |
$3.25M - $3.39M
|
147K
$5.71M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
105K+ 2853.11% |
$3.25M - $3.39M
|
109K
$4.23M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
105K+ 198.03% |
$3.23M - $3.37M
|
158K
$6.11M
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103KNew |
$3.19M - $3.33M
|
103K
$4.01M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94.8KNew |
$2.92M - $3.05M
|
94.8K
$3.68M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.5K+ 308.27% |
$2.61M - $2.72M
|
112K
$4.34M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
80.5K+ 423.85% |
$2.48M - $2.59M
|
99.5K
$3.86M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76.1K+ 11.66% |
$2.35M - $2.45M
|
729K
$28.3M
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
75.3KNew |
$2.32M - $2.42M
|
75.3K
$2.92M
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
72.4K+ 659.05% |
$2.23M - $2.33M
|
83.3K
$3.23M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
70.6K+ 163.62% |
$2.18M - $2.27M
|
114K
$4.41M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
70.1KNew |
$2.16M - $2.26M
|
70.1K
$2.72M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
68.7K+ 57.23% |
$2.12M - $2.21M
|
189K
$7.33M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.2K+ 144.36% |
$2.07M - $2.16M
|
114K
$4.41M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
64.3K+ 536.56% |
$1.98M - $2.07M
|
76.3K
$2.96M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.1KNew |
$1.76M - $1.84M
|
57.1K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
56.5KNew |
$1.74M - $1.82M
|
56.5K
$2.19M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
56.2K+ 227.13% |
$1.73M - $1.81M
|
81K
$3.14M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.7K+ 70.73% |
$1.65M - $1.73M
|
130K
$5.03M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
48.4K+ 57.66% |
$1.49M - $1.56M
|
132K
$5.14M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42K+ 214.41% |
$1.3M - $1.35M
|
61.6K
$2.39M
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
41.5K+ 53.21% |
$1.28M - $1.33M
|
119K
$4.63M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.4KNew |
$1.25M - $1.3M
|
40.4K
$1.57M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.7KNew |
$1.13M - $1.18M
|
36.7K
$1.42M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.5KNew |
$1.03M - $1.08M
|
33.5K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.8K+ 56.39% |
$950K - $992K
|
85.5K
$3.32M
|