Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
884K+ 3207.41% |
$26.8M - $29.6M
|
912K
$35.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
316K+ 32.72% |
$9.6M - $10.6M
|
1.28M
$49.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
186KNew |
$5.64M - $6.2M
|
186K
$7.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
182K+ 24.96% |
$5.52M - $6.08M
|
911K
$35.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181K+ 32.12% |
$5.5M - $6.05M
|
745K
$28.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
167K+ 56.23% |
$5.06M - $5.57M
|
463K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
164K+ 2113.45% |
$4.99M - $5.49M
|
172K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
162K+ 9.49% |
$4.92M - $5.42M
|
1.87M
$72.6M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
130KNew |
$3.95M - $4.35M
|
130K
$5.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115K+ 19442.71% |
$3.48M - $3.83M
|
115K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
113K+ 712.86% |
$3.42M - $3.76M
|
128K
$4.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
101K+ 41.78% |
$3.06M - $3.37M
|
342K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
79.6KNew |
$2.42M - $2.66M
|
79.6K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73.3K+ 64.43% |
$2.22M - $2.45M
|
187K
$7.26M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
71.6KNew |
$2.17M - $2.39M
|
71.6K
$2.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
65.9KNew |
$2M - $2.2M
|
65.9K
$2.56M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
58.9KNew |
$1.79M - $1.97M
|
58.9K
$2.29M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57.5KNew |
$1.74M - $1.92M
|
57.5K
$2.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
50.8K+ 64.05% |
$1.54M - $1.7M
|
130K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.6KNew |
$1.38M - $1.52M
|
45.6K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 90.93% |
$1.33M - $1.46M
|
92K
$3.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
40.8K+ 77.39% |
$1.24M - $1.36M
|
93.6K
$3.63M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
32.7KNew |
$992K - $1.09M
|
32.7K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$947K - $1.04M
|
31.2K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
27.9KNew |
$846K - $931K
|
27.9K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$731K - $804K
|
24.1K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
22.4KNew |
$680K - $749K
|
22.4K
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.9KNew |
$664K - $731K
|
21.9K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20KNew |
$608K - $669K
|
20K
$777K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
20K+ 26.19% |
$607K - $668K
|
96.3K
$3.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.3K+ 12.89% |
$587K - $646K
|
169K
$6.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
19.3K+ 4.01% |
$587K - $646K
|
501K
$19.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
18.9KNew |
$575K - $633K
|
18.9K
$735K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
18.6KNew |
$564K - $621K
|
18.6K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.5K+ 155.36% |
$562K - $619K
|
30.4K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
17.3K+ 10.98% |
$525K - $578K
|
175K
$6.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$517K - $570K
|
17K
$662K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
16.3K+ 121.57% |
$494K - $544K
|
29.7K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.9K+ 4.24% |
$482K - $530K
|
390K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.3K+ 6.4% |
$465K - $511K
|
255K
$9.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.8K+ 42.96% |
$417K - $460K
|
45.8K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.1KNew |
$398K - $438K
|
13.1K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 31.85% |
$391K - $430K
|
53.3K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
12.7K+ 11.44% |
$385K - $424K
|
124K
$4.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 6.62% |
$380K - $418K
|
201K
$7.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 4.57% |
$341K - $376K
|
257K
$9.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
11K+ 75.14% |
$332K - $366K
|
25.5K
$991K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5KNew |
$317K - $349K
|
10.5K
$406K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.84K+ 101.01% |
$299K - $329K
|
19.6K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
8.43KNew |
$256K - $282K
|
8.43K
$327K
|