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 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
400+ 0.9% |
$10.8K - $11.7K
|
45K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300New |
$8.07K - $8.77K
|
300
$11.5K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
258+ 0.84% |
$6.94K - $7.54K
|
30.9K
$1.18M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
205+ 0.42% |
$5.51K - $5.99K
|
48.6K
$1.86M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
74+ 0.11% |
$1.99K - $2.16K
|
66.1K
$2.53M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43New |
$1.16K - $1.26K
|
43
$1.65K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
16New |
$430 - $468
|
16
$613
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9- 3.23% |
$242 - $263
|
270
$10.4K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-25- 0.23% |
$673 - $731
|
10.6K
$408K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-85- 0.65% |
$2.29K - $2.48K
|
13K
$498K
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-123- 0.93% |
$3.31K - $3.6K
|
13.1K
$502K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-240- 3.11% |
$6.46K - $7.02K
|
7.47K
$286K
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-375- 0.75% |
$10.1K - $11K
|
49.3K
$1.89M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-580- 6.36% |
$15.6K - $17K
|
8.54K
$327K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-600- 6.29% |
$16.1K - $17.5K
|
8.94K
$343K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 1.29% |
$16.1K - $17.5K
|
45.8K
$1.75M
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-632- 0.6% |
$17K - $18.5K
|
104K
$3.99M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-660- 2.48% |
$17.8K - $19.3K
|
25.9K
$993K
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-714- 0.74% |
$19.2K - $20.9K
|
95.5K
$3.66M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-778- 5.22% |
$20.9K - $22.7K
|
14.1K
$542K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.06K- 27.64% |
$28.5K - $31K
|
2.78K
$106K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 10.03% |
$30K - $32.6K
|
10K
$383K
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.13K- 0.39% |
$30.3K - $32.9K
|
289K
$11.1M
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.41K- 1.15% |
$37.9K - $41.2K
|
122K
$4.67M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.48K- 1.2% |
$39.8K - $43.2K
|
121K
$4.65M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.55K- 20.67% |
$41.7K - $45.3K
|
5.95K
$228K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 6.98% |
$45.3K - $49.3K
|
22.5K
$861K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.06K- 7.51% |
$55.5K - $60.3K
|
25.4K
$974K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.5K- 3.41% |
$67.1K - $72.9K
|
70.7K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.97K- 7.31% |
$79.8K - $86.7K
|
37.6K
$1.44M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.66K- 7.44% |
$98.4K - $107K
|
45.5K
$1.74M
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.14K- 4.92% |
$111K - $121K
|
80K
$3.07M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.72K- 20.18% |
$127K - $138K
|
18.7K
$716K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-4.73K- 17.86% |
$127K - $138K
|
21.7K
$834K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.79K- 0.18% |
$129K - $140K
|
2.61M
$100M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.78K- 44.79% |
$155K - $169K
|
7.12K
$273K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.19K- 48.25% |
$194K - $210K
|
7.72K
$296K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.85K- 9.38% |
$211K - $229K
|
75.8K
$2.91M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.14K- 5.91% |
$219K - $238K
|
130K
$4.97M
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.69K- 16.01% |
$234K - $254K
|
45.6K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-12K- 17.33% |
$323K - $351K
|
57.2K
$2.19M
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19K- 44.74% |
$510K - $555K
|
23.4K
$899K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.7K- 71.69% |
$879K - $955K
|
12.9K
$495K
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-39.5K- 5.1% |
$1.06M - $1.16M
|
736K
$28.2M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.5K- 8.27% |
$1.2M - $1.3M
|
493K
$18.9M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-53.6K- 49.85% |
$1.44M - $1.57M
|
53.9K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-108K- 98.8% |
$2.89M - $3.14M
|
1.31K
$50.1K
|