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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.13K+ 31.29% |
$247K - $272K
|
34.1K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.02K+ 8.34% |
$244K - $268K
|
104K
$4.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
7.96KNew |
$242K - $266K
|
7.96K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
7.96KNew |
$242K - $266K
|
7.96K
$309K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.95K+ 76.66% |
$241K - $266K
|
18.3K
$711K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
7.94KNew |
$241K - $265K
|
7.94K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.81KNew |
$237K - $261K
|
7.81K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7.51KNew |
$228K - $251K
|
7.51K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.58K+ 23.69% |
$200K - $220K
|
34.4K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.45K+ 17.57% |
$196K - $215K
|
43.1K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.41K+ 51.2% |
$195K - $214K
|
18.9K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.29KNew |
$191K - $210K
|
6.29K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
6.19K+ 54.33% |
$188K - $207K
|
17.6K
$682K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.13KNew |
$186K - $205K
|
6.13K
$238K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.03KNew |
$183K - $202K
|
6.03K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.86K+ 7.95% |
$178K - $196K
|
79.6K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.76KNew |
$175K - $193K
|
5.76K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.09K+ 15.21% |
$155K - $170K
|
38.6K
$1.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.55KNew |
$138K - $152K
|
4.55K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.23K+ 2.02% |
$128K - $141K
|
213K
$8.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.99K+ 1.73% |
$121K - $133K
|
234K
$9.08M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.62K+ 7.49% |
$110K - $121K
|
51.9K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.62K+ 5.32% |
$110K - $121K
|
71.6K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.26K+ 14.93% |
$99K - $109K
|
25.1K
$974K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.2K+ 9.46% |
$97.2K - $107K
|
37K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.81K+ 41.78% |
$85.3K - $93.9K
|
9.53K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.74K+ 12.91% |
$83.3K - $91.7K
|
24K
$931K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.57K+ 4.15% |
$78.1K - $86K
|
64.5K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.49K+ 0.96% |
$75.4K - $83K
|
260K
$10.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.31K+ 13.59% |
$70K - $77.1K
|
19.3K
$749K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$60.7K - $66.8K
|
2K
$77.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.95K+ 7.97% |
$59.2K - $65.2K
|
26.4K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.69K+ 4.89% |
$51.2K - $56.3K
|
36.2K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 11.52% |
$44.7K - $49.2K
|
14.3K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.09K+ 5.18% |
$32.9K - $36.3K
|
22K
$855K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
855+ 0.75% |
$26K - $28.6K
|
115K
$4.45M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
535New |
$16.2K - $17.9K
|
535
$20.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
507New |
$15.4K - $16.9K
|
507
$19.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
497+ 1.95% |
$15.1K - $16.6K
|
26K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
475+ 0.56% |
$14.4K - $15.9K
|
85.9K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
438+ 24.29% |
$13.3K - $14.6K
|
2.24K
$87K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
322+ 2.5% |
$9.78K - $10.8K
|
13.2K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215New |
$6.53K - $7.19K
|
215
$8.34K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
126+ 3.43% |
$3.83K - $4.21K
|
3.8K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 0.65% |
$2.7K - $2.97K
|
13.8K
$537K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
19New |
$577 - $635
|
19
$737
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-15- 0.16% |
$455 - $501
|
9.43K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21- 5.57% |
$638 - $702
|
356
$13.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 0.22% |
$1.52K - $1.67K
|
22.6K
$877K
|