Bernard Wealth Management Corp. Innovator U.S. Equity Power Bu Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,080 shares of PAUG stock, worth $45,932. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,080
Previous 701 54.07%
Holding current value
$45,932
Previous $28.4 Million 61.72%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$40.45 - $42.49 $15,330 - $16,103
379 Added 54.07%
1,080 $45.9 Million
Q1 2025

Apr 16, 2025
SELL
$37.4 - $39.42 $1,870 - $1,971
-50 Reduced 6.66%
701 $26.5 Million
Q4 2024

Feb 27, 2025
BUY
$37.61 - $38.92 $28,245 - $29,228
751 New
751 $28.9 Million

Others Institutions Holding PAUG

# of Institutions
218
Shares Held
19.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PAUG Quotes by TradingView
  • Ticker PAUG
  • Sector ETFs
  • Industry ETFs
More about PAUG
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email