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 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.52KNew |
$232K - $242K
|
7.52K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
7.49K+ 21.4% |
$231K - $241K
|
42.5K
$1.65M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.11KNew |
$219K - $229K
|
7.11K
$276K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
6.99KNew |
$215K - $225K
|
6.99K
$271K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.94K+ 50.95% |
$214K - $223K
|
20.5K
$797K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.82K+ 81.8% |
$210K - $220K
|
15.2K
$588K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.72KNew |
$207K - $216K
|
6.72K
$261K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.68KNew |
$206K - $215K
|
6.68K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.49K+ 62.35% |
$200K - $209K
|
16.9K
$656K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.25K+ 16.52% |
$193K - $201K
|
44.1K
$1.71M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.99K+ 41.72% |
$185K - $193K
|
20.3K
$789K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.77K+ 195.69% |
$147K - $153K
|
7.2K
$279K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.68K+ 32.26% |
$144K - $151K
|
19.2K
$745K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4KNew |
$123K - $129K
|
4K
$155K
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.9K+ 3.75% |
$89.4K - $93.3K
|
80.1K
$3.11M
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.45K+ 23.47% |
$75.6K - $79K
|
12.9K
$501K
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.44K+ 5.31% |
$75.2K - $78.5K
|
48.3K
$1.88M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.31KNew |
$71.2K - $74.4K
|
2.31K
$89.7K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
1.94K+ 16.88% |
$59.7K - $62.3K
|
13.4K
$520K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.62% |
$56.9K - $59.4K
|
52.8K
$2.05M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.69K+ 5.71% |
$52.1K - $54.5K
|
31.3K
$1.21M
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
1.5K+ 3.07% |
$46.2K - $48.3K
|
50.4K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.4K+ 3.23% |
$43.2K - $45.1K
|
44.7K
$1.73M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.11K+ 30.42% |
$34.2K - $35.7K
|
4.75K
$184K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 30.99% |
$33.9K - $35.4K
|
4.65K
$180K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
808+ 9.04% |
$24.9K - $26K
|
9.75K
$378K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
551+ 6.19% |
$17K - $17.7K
|
9.45K
$367K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
542+ 0.8% |
$16.7K - $17.5K
|
68K
$2.64M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
480+ 1.14% |
$14.8K - $15.5K
|
42.7K
$1.66M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
447+ 16.45% |
$13.8K - $14.4K
|
3.17K
$123K
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
422+ 0.43% |
$13K - $13.6K
|
98.9K
$3.84M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
374+ 2.8% |
$11.5K - $12K
|
13.7K
$534K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
350+ 4.69% |
$10.8K - $11.3K
|
7.82K
$303K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
342+ 2.75% |
$10.5K - $11K
|
12.8K
$496K
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
134+ 0.62% |
$4.13K - $4.31K
|
21.8K
$847K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$524 - $547
|
17
$660
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-96- 0.37% |
$2.96K - $3.09K
|
25.5K
$991K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-160- 2.35% |
$4.93K - $5.15K
|
6.66K
$259K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 11.4% |
$6.47K - $6.76K
|
1.63K
$63.3K
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-276- 0.32% |
$8.51K - $8.89K
|
86.1K
$3.34M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-462- 7.42% |
$14.2K - $14.9K
|
5.76K
$224K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-515- 3.57% |
$15.9K - $16.6K
|
13.9K
$541K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-546- 12.94% |
$16.8K - $17.6K
|
3.68K
$143K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-685- 8.33% |
$21.1K - $22.1K
|
7.54K
$293K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-885- 70.13% |
$27.3K - $28.5K
|
377
$14.6K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-983- 69.52% |
$30.3K - $31.7K
|
431
$16.7K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 20.0% |
$30.8K - $32.2K
|
4K
$155K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.4K- 3.74% |
$43K - $44.9K
|
35.9K
$1.39M
|