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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13- 0.06% |
$489 - $506
|
21K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15- 0.06% |
$564 - $584
|
23.9K
$933K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-19- 0.26% |
$715 - $739
|
7.42K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33- 0.1% |
$1.24K - $1.28K
|
33K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.63% |
$2.56K - $2.65K
|
10.8K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-70- 1.32% |
$2.63K - $2.72K
|
5.24K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-76- 0.09% |
$2.86K - $2.96K
|
81.3K
$3.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 1.35% |
$3.01K - $3.11K
|
5.84K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 0.58% |
$3.76K - $3.89K
|
17.3K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-109- 0.62% |
$4.1K - $4.24K
|
17.3K
$678K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110- 1.07% |
$4.14K - $4.28K
|
10.2K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-200- 1.47% |
$7.52K - $7.78K
|
13.4K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-212- 2.91% |
$7.97K - $8.25K
|
7.08K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-235- 0.5% |
$8.84K - $9.15K
|
46.7K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-286- 1.42% |
$10.8K - $11.1K
|
19.9K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-299- 5.12% |
$11.2K - $11.6K
|
5.55K
$217K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 0.58% |
$11.3K - $11.7K
|
51.9K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-400- 0.83% |
$15K - $15.6K
|
47.5K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-440- 2.73% |
$16.5K - $17.1K
|
15.7K
$613K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-507- 1.29% |
$19.1K - $19.7K
|
38.8K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-509- 8.67% |
$19.1K - $19.8K
|
5.36K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-514- 6.77% |
$19.3K - $20K
|
7.08K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-526- 0.21% |
$19.8K - $20.5K
|
249K
$9.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-600- 6.08% |
$22.6K - $23.4K
|
9.27K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-655- 1.28% |
$24.6K - $25.5K
|
50.6K
$1.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-714- 2.94% |
$26.9K - $27.8K
|
23.6K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-819- 3.98% |
$30.8K - $31.9K
|
19.8K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-824- 3.32% |
$31K - $32.1K
|
24K
$938K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-844- 1.31% |
$31.7K - $32.8K
|
63.6K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-909- 5.38% |
$34.2K - $35.4K
|
16K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1K- 4.87% |
$37.6K - $38.9K
|
19.5K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 0.48% |
$37.9K - $39.3K
|
210K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$38K - $39.3K
|
92.3K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 4.68% |
$38.7K - $40.1K
|
21K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.05K- 7.0% |
$39.4K - $40.7K
|
13.9K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.14K- 6.46% |
$42.9K - $44.4K
|
16.5K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.87% |
$43.9K - $45.4K
|
18.7K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.31K- 13.84% |
$49.3K - $51K
|
8.15K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 1.56% |
$49.6K - $51.3K
|
83.3K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.34K- 14.63% |
$50.4K - $52.1K
|
7.82K
$306K
|
|
|
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 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.44K- 6.63% |
$54.2K - $56K
|
20.3K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.45K- 1.2% |
$54.5K - $56.4K
|
119K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 1.89% |
$56.6K - $58.5K
|
78.1K
$3.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.57K- 5.08% |
$59.2K - $61.3K
|
29.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 0.35% |
$62.5K - $64.7K
|
470K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.85K- 99.84% |
$69.7K - $72.2K
|
3
$117
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.89K- 5.61% |
$71K - $73.4K
|
31.8K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.4K- 6.54% |
$90.2K - $93.4K
|
34.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.45K- 6.29% |
$92.1K - $95.4K
|
36.5K
$1.43M
|