Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
420KNew |
$11.3M - $12.3M
|
420K
$16.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
411K+ 92.63% |
$11M - $12M
|
854K
$33.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
274K+ 63.47% |
$7.36M - $8M
|
705K
$27.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
150K+ 23.74% |
$4.04M - $4.39M
|
782K
$30.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
95.9KNew |
$2.58M - $2.8M
|
95.9K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82.8K+ 19.74% |
$2.23M - $2.42M
|
502K
$19.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
42.3KNew |
$1.14M - $1.24M
|
42.3K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
33.1K+ 57.16% |
$889K - $966K
|
90.9K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 183.18% |
$848K - $922K
|
48.8K
$1.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
16.5K+ 130.28% |
$443K - $481K
|
29.1K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 28.13% |
$381K - $414K
|
64.5K
$2.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.6KNew |
$366K - $398K
|
13.6K
$528K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.3K+ 182.91% |
$303K - $329K
|
17.4K
$676K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 120.81% |
$272K - $295K
|
18.5K
$717K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 2.84% |
$261K - $284K
|
352K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 392.73% |
$256K - $278K
|
11.9K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.94KNew |
$240K - $261K
|
8.94K
$347K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.6KNew |
$231K - $251K
|
8.6K
$334K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.4K+ 23.07% |
$226K - $246K
|
44.8K
$1.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.99KNew |
$215K - $234K
|
7.99K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.59K+ 25.19% |
$177K - $193K
|
32.7K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.63K+ 7.0% |
$152K - $165K
|
86.1K
$3.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.13K+ 7.9% |
$138K - $150K
|
70.1K
$2.72M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
4.2K+ 8.34% |
$113K - $123K
|
54.6K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.8K+ 23.55% |
$102K - $111K
|
19.9K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.76K+ 6.55% |
$101K - $110K
|
61.2K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.47K+ 1555.61% |
$93.3K - $101K
|
3.69K
$143K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.72K+ 25.62% |
$73.2K - $79.5K
|
13.3K
$518K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.52K+ 0.38% |
$67.8K - $73.7K
|
666K
$25.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$66.3K - $72.1K
|
2.47K
$95.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.44KNew |
$65.5K - $71.2K
|
2.44K
$94.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.35K+ 18.89% |
$63.2K - $68.7K
|
14.8K
$574K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.09K+ 5.09% |
$56.1K - $60.9K
|
43.1K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.74K+ 20.24% |
$46.8K - $50.8K
|
10.3K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.69K+ 1.39% |
$45.5K - $49.4K
|
123K
$4.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.49K+ 1.94% |
$40.2K - $43.7K
|
78.4K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 3.54% |
$38.9K - $42.3K
|
42.3K
$1.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.37K+ 7.03% |
$36.8K - $40K
|
20.8K
$809K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.23KNew |
$33.1K - $36K
|
1.23K
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.18K+ 113.35% |
$31.7K - $34.5K
|
2.22K
$86.2K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
943+ 4.96% |
$25.4K - $27.6K
|
19.9K
$774K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
938+ 4.97% |
$25.2K - $27.4K
|
19.8K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
938New |
$25.2K - $27.4K
|
938
$36.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
844+ 1.76% |
$22.7K - $24.7K
|
48.9K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
750+ 5.73% |
$20.2K - $21.9K
|
13.8K
$537K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
711+ 13.01% |
$19.1K - $20.8K
|
6.17K
$240K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 16.39% |
$13.5K - $14.6K
|
3.55K
$138K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
455+ 1.05% |
$12.2K - $13.3K
|
43.9K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
450+ 112.5% |
$12.1K - $13.2K
|
850
$33K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
407+ 5.57% |
$10.9K - $11.9K
|
7.72K
$299K
|