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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.4K+ 156.42% |
$906K - $946K
|
48.2K
$1.85M
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
28.1K+ 6.19% |
$866K - $905K
|
482K
$18.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 40.3% |
$852K - $889K
|
96.2K
$3.69M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.6KNew |
$850K - $888K
|
27.6K
$1.06M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
26KNew |
$801K - $836K
|
26K
$996K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
25.8K+ 71.53% |
$796K - $831K
|
61.9K
$2.37M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
25.6KNew |
$789K - $824K
|
25.6K
$981K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.6KNew |
$759K - $792K
|
24.6K
$944K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24.4KNew |
$751K - $784K
|
24.4K
$934K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 49.57% |
$745K - $778K
|
72.9K
$2.79M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
22.8K+ 46.62% |
$702K - $733K
|
71.6K
$2.74M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.1KNew |
$681K - $712K
|
22.1K
$847K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.3KNew |
$656K - $685K
|
21.3K
$816K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21KNew |
$646K - $675K
|
21K
$803K
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.6K+ 35.11% |
$635K - $663K
|
79.3K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.6KNew |
$634K - $662K
|
20.6K
$788K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20.5K+ 152.84% |
$631K - $659K
|
33.8K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.4K+ 276.98% |
$629K - $657K
|
27.8K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.9K+ 80.91% |
$615K - $642K
|
44.6K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.9K+ 36.97% |
$614K - $641K
|
73.7K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.7K+ 159.9% |
$607K - $634K
|
32K
$1.23M
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 27.04% |
$601K - $628K
|
91.6K
$3.51M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18.4K+ 1836.13% |
$567K - $592K
|
19.4K
$744K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
17KNew |
$524K - $547K
|
17K
$651K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.8KNew |
$487K - $509K
|
15.8K
$606K
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 29.73% |
$471K - $492K
|
66.6K
$2.55M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.1K+ 38.67% |
$465K - $486K
|
54.1K
$2.08M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
14.9K+ 212.39% |
$458K - $478K
|
21.8K
$837K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
14.1KNew |
$433K - $453K
|
14.1K
$539K
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
13.7KNew |
$422K - $441K
|
13.7K
$525K
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
12.8K+ 151.4% |
$394K - $412K
|
21.2K
$814K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.5KNew |
$386K - $403K
|
12.5K
$480K
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12.3KNew |
$379K - $396K
|
12.3K
$472K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.1KNew |
$373K - $389K
|
12.1K
$463K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12K+ 53.57% |
$371K - $387K
|
34.5K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11.9KNew |
$367K - $384K
|
11.9K
$457K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11.5K+ 103.23% |
$355K - $370K
|
22.6K
$868K
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$351K - $367K
|
11.4K
$437K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.4KNew |
$320K - $334K
|
10.4K
$397K
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.43KNew |
$291K - $304K
|
9.43K
$362K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9.4K+ 107.64% |
$290K - $303K
|
18.1K
$695K
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.33K+ 61.61% |
$287K - $300K
|
24.5K
$938K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.04KNew |
$279K - $291K
|
9.04K
$346K
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
8.62K+ 49.05% |
$266K - $277K
|
26.2K
$1M
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.26K+ 30.31% |
$255K - $266K
|
35.5K
$1.36M
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
8.23KNew |
$254K - $265K
|
8.23K
$316K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
8.05K+ 123.29% |
$248K - $259K
|
14.6K
$559K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.77KNew |
$240K - $250K
|
7.77K
$298K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.57K+ 7.48% |
$233K - $244K
|
109K
$4.17M
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.55KNew |
$233K - $243K
|
7.55K
$289K
|