Purchases and Sales Made in Q4 2025 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 2025. 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 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
16.3KNew |
$685K - $699K
|
16.3K
$693K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.75KNew |
$284K - $290K
|
6.75K
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.73KNew |
$241K - $246K
|
5.73K
$244K
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.2KNew |
$219K - $223K
|
5.2K
$221K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.15K+ 5.12% |
$132K - $135K
|
64.6K
$2.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.18K+ 12.78% |
$49.6K - $50.6K
|
10.4K
$443K
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-14- 0.14% |
$589 - $601
|
9.78K
$416K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-70- 0.96% |
$2.94K - $3K
|
7.2K
$306K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-120- 0.49% |
$5.05K - $5.15K
|
24.6K
$1.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-191- 1.37% |
$8.03K - $8.2K
|
13.8K
$586K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-200- 0.95% |
$8.41K - $8.58K
|
20.8K
$885K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-305- 3.07% |
$12.8K - $13.1K
|
9.64K
$410K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-308- 0.25% |
$13K - $13.2K
|
124K
$5.27M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-373- 0.76% |
$15.7K - $16K
|
48.9K
$2.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-378- 7.84% |
$15.9K - $16.2K
|
4.44K
$189K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-464- 2.73% |
$19.5K - $19.9K
|
16.5K
$703K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-484- 1.44% |
$20.4K - $20.8K
|
33.2K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-490- 1.06% |
$20.6K - $21K
|
45.9K
$1.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-507- 2.47% |
$21.3K - $21.8K
|
20K
$850K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-882- 2.34% |
$37.1K - $37.9K
|
36.8K
$1.57M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 0.98% |
$42.8K - $43.6K
|
103K
$4.37M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.16K- 45.95% |
$48.7K - $49.7K
|
1.36K
$57.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 16.83% |
$61.2K - $62.4K
|
7.19K
$306K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.5KClosed |
$63.1K - $64.4K
|
0
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 1.02% |
$66.2K - $67.5K
|
153K
$6.51M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.73K- 10.06% |
$72.6K - $74K
|
15.4K
$656K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-2.44K- 13.82% |
$103K - $105K
|
15.2K
$648K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.45K- 32.79% |
$103K - $105K
|
5.02K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.16K- 13.32% |
$175K - $179K
|
27.1K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.07K- 34.15% |
$213K - $218K
|
9.78K
$416K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17K- 1.89% |
$717K - $731K
|
884K
$37.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-20K- 19.46% |
$842K - $859K
|
82.9K
$3.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-41.4K- 77.15% |
$1.74M - $1.78M
|
12.2K
$521K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-214K- 52.66% |
$9.01M - $9.19M
|
193K
$8.19M
|
|