Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.85K+ 91.06% |
$350K - $373K
|
20.7K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.59KNew |
$341K - $363K
|
9.59K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.36K+ 2.03% |
$333K - $354K
|
471K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
9.2KNew |
$327K - $348K
|
9.2K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.14K+ 119.05% |
$325K - $346K
|
16.8K
$644K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8.91KNew |
$317K - $337K
|
8.91K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.45K+ 11.83% |
$301K - $320K
|
79.9K
$3.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
8.3KNew |
$295K - $314K
|
8.3K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.24KNew |
$293K - $312K
|
8.24K
$315K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.12K+ 91.0% |
$289K - $308K
|
17.1K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.99K+ 50.25% |
$284K - $303K
|
23.9K
$914K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.75K+ 19.29% |
$276K - $294K
|
47.9K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.52K+ 18.25% |
$267K - $285K
|
48.7K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.51K+ 28.25% |
$267K - $284K
|
34.1K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.01K+ 86.41% |
$249K - $265K
|
15.1K
$579K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.83KNew |
$243K - $258K
|
6.83K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.81K+ 96.1% |
$242K - $258K
|
13.9K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6.73K+ 5.92% |
$239K - $255K
|
120K
$4.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.58K+ 48.47% |
$234K - $249K
|
20.2K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.17KNew |
$219K - $233K
|
6.17K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.15KNew |
$219K - $233K
|
6.15K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.92KNew |
$211K - $224K
|
5.92K
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.9KNew |
$210K - $223K
|
5.9K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.87KNew |
$209K - $222K
|
5.87K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.85KNew |
$208K - $221K
|
5.85K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.66K+ 26.86% |
$201K - $214K
|
26.7K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.49K+ 3.65% |
$195K - $208K
|
156K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.31KNew |
$189K - $201K
|
5.31K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.14K+ 46.64% |
$183K - $194K
|
16.1K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.29K+ 53.86% |
$152K - $162K
|
12.2K
$469K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.99K+ 4.47% |
$142K - $151K
|
93.3K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.77K+ 10.59% |
$134K - $143K
|
39.4K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.64K+ 7.15% |
$129K - $138K
|
54.5K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.5K+ 1000.0% |
$124K - $133K
|
3.85K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.31K+ 9.93% |
$118K - $125K
|
36.7K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.21K+ 11.14% |
$114K - $121K
|
32K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3K+ 41.1% |
$107K - $114K
|
10.3K
$394K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.9K+ 15.62% |
$103K - $110K
|
21.5K
$822K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.75K+ 18.05% |
$97.6K - $104K
|
18K
$687K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.33K+ 30.9% |
$82.9K - $88.2K
|
9.87K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.28K+ 13.55% |
$81.1K - $86.3K
|
19.1K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.11K+ 32.18% |
$75K - $79.8K
|
8.66K
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.1K+ 16.05% |
$74.8K - $79.7K
|
15.2K
$582K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.08K+ 5.77% |
$74K - $78.7K
|
38.1K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.07K+ 80.76% |
$73.5K - $78.2K
|
4.62K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.97K+ 35.14% |
$70.2K - $74.7K
|
7.59K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.95K+ 3.88% |
$69.4K - $73.8K
|
52.2K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.81K+ 1.6% |
$64.3K - $68.4K
|
115K
$4.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.63K+ 6.61% |
$58.1K - $61.9K
|
26.4K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.56K+ 8.22% |
$55.3K - $58.9K
|
20.5K
$784K
|