Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
54.1K+ 6.05% |
$2.03M - $2.1M
|
948K
$36.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.3K+ 20.41% |
$48.8K - $50.5K
|
7.65K
$298K
|
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.15K+ 0.95% |
$43.1K - $44.6K
|
122K
$4.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.41% |
$2.14K - $2.22K
|
13.9K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1- 0.01% |
$37.6 - $38.9
|
13.3K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-19- 0.26% |
$715 - $739
|
7.42K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-76- 0.09% |
$2.86K - $2.96K
|
81.3K
$3.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 1.35% |
$3.01K - $3.11K
|
5.84K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110- 1.07% |
$4.14K - $4.28K
|
10.2K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-200- 1.47% |
$7.52K - $7.78K
|
13.4K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-286- 1.42% |
$10.8K - $11.1K
|
19.9K
$774K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 0.58% |
$11.3K - $11.7K
|
51.9K
$2.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-714- 2.94% |
$26.9K - $27.8K
|
23.6K
$917K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 0.48% |
$37.9K - $39.3K
|
210K
$8.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.87% |
$43.9K - $45.4K
|
18.7K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.41K- 4.32% |
$53.1K - $54.9K
|
31.2K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.24K- 2.78% |
$160K - $165K
|
148K
$5.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-15.1K- 11.6% |
$567K - $587K
|
115K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.4K- 20.76% |
$729K - $754K
|
74K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 27.59% |
$994K - $1.03M
|
69.3K
$2.7M
|