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
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.79K- 60.36% |
$105K - $109K
|
1.83K
$71.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.87K- 1.24% |
$108K - $112K
|
229K
$8.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.9K- 4.49% |
$109K - $113K
|
61.5K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.9K- 2.52% |
$109K - $113K
|
112K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.08K- 4.37% |
$116K - $120K
|
67.5K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.12K- 0.65% |
$117K - $121K
|
478K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 15.19% |
$120K - $125K
|
17.9K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.22K- 21.28% |
$121K - $125K
|
11.9K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.5K- 90.91% |
$132K - $136K
|
350
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.17K- 8.2% |
$157K - $162K
|
46.6K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.24K- 2.78% |
$160K - $165K
|
148K
$5.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.26K- 26.4% |
$160K - $166K
|
11.9K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.46K- 3.25% |
$168K - $173K
|
133K
$5.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.57K- 5.16% |
$172K - $178K
|
84.1K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.6K- 14.81% |
$173K - $179K
|
26.5K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.38K- 31.96% |
$202K - $209K
|
11.4K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.41K- 4.87% |
$203K - $211K
|
106K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.85K- 6.21% |
$220K - $228K
|
88.4K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.03K- 28.67% |
$227K - $235K
|
15K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.6K- 25.02% |
$248K - $257K
|
19.8K
$773K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.73K- 7.39% |
$253K - $262K
|
84.2K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-6.76K- 78.07% |
$254K - $263K
|
1.9K
$74.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7.5K- 1.59% |
$282K - $292K
|
464K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-7.9K- 14.49% |
$297K - $307K
|
46.6K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.09K- 5.2% |
$304K - $315K
|
147K
$5.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12K- 2.79% |
$450K - $465K
|
417K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-15.1K- 11.6% |
$567K - $587K
|
115K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.8K- 10.85% |
$596K - $617K
|
130K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.7K- 5.75% |
$666K - $689K
|
290K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.6K- 10.08% |
$698K - $723K
|
166K
$6.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.4K- 20.76% |
$729K - $754K
|
74K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 27.59% |
$994K - $1.03M
|
69.3K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.3K- 43.72% |
$1.07M - $1.1M
|
36.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.8K- 29.21% |
$1.27M - $1.31M
|
81.8K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.3K- 4.05% |
$1.37M - $1.41M
|
859K
$33.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.6K- 8.1% |
$2.01M - $2.08M
|
607K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.1K- 7.25% |
$2.45M - $2.53M
|
833K
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-88.3K- 3.24% |
$3.32M - $3.43M
|
2.64M
$103M
|