Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAUG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
37.7KNew |
$1.34M - $1.43M
|
37.7K
$1.6M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
399New |
$13.7K - $14.6K
|
399
$17K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.4% |
$42.4K - $45.1K
|
1.75K
$74.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-280- 2.6% |
$9.63K - $10.2K
|
10.5K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-5.24K- 29.61% |
$180K - $191K
|
12.5K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-383- 1.07% |
$13.2K - $14K
|
35.4K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.4K- 46.07% |
$358K - $381K
|
12.2K
$518K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
64New |
$2.2K - $2.34K
|
64
$2.72K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26.8K- 78.96% |
$923K - $981K
|
7.16K
$304K
|
|
| Q1 2024 | |||||||
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-6.03KClosed |
$199K - $213K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 8.97% |
$596K - $639K
|
219K
$9.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 13.75% |
$968K - $1.04M
|
184K
$7.83M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
35KNew |
$1.15M - $1.24M
|
35K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-184K- 47.02% |
$6.05M - $6.5M
|
207K
$8.8M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$3.3K - $3.54K
|
100
$4.25K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-62.9K- 48.33% |
$2.07M - $2.22M
|
67.2K
$2.86M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26.6K- 15.23% |
$879K - $942K
|
148K
$6.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-9.97K- 5.37% |
$329K - $353K
|
176K
$7.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-11.3K- 64.03% |
$371K - $398K
|
6.32K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.17K- 41.2% |
$203K - $218K
|
8.8K
$374K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-365K- 45.36% |
$12.1M - $12.9M
|
440K
$18.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
56New |
$1.85K - $1.98K
|
56
$2.38K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.03% |
$66 - $70.8
|
6.13K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-625- 27.06% |
$20.6K - $22.1K
|
1.69K
$71.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 50.0% |
$66K - $70.8K
|
2K
$85.1K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20KNew |
$608K - $669K
|
20K
$851K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.55KNew |
$138K - $152K
|
4.55K
$194K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
535New |
$16.2K - $17.9K
|
535
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.81K+ 41.78% |
$85.3K - $93.9K
|
9.53K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
79.6KNew |
$2.42M - $2.66M
|
79.6K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-584- 7.77% |
$17.7K - $19.5K
|
6.93K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215New |
$6.53K - $7.19K
|
215
$9.14K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.38K- 1.05% |
$72.1K - $79.4K
|
225K
$9.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$947K - $1.04M
|
31.2K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20.4K- 29.12% |
$620K - $682K
|
49.7K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 19.26% |
$2.52K - $2.77K
|
348
$14.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
19New |
$577 - $635
|
19
$808
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$60.7K - $66.8K
|
2K
$85.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$517K - $570K
|
17K
$725K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-337- 0.45% |
$10.2K - $11.3K
|
75K
$3.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
16.3K+ 121.57% |
$494K - $544K
|
29.7K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.13K- 5.31% |
$34.3K - $37.8K
|
20.2K
$857K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 11.4% |
$6.47K - $6.76K
|
1.63K
$69.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.1KNew |
$681K - $712K
|
22.1K
$940K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.11KNew |
$219K - $229K
|
7.11K
$302K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.43KNew |
$291K - $304K
|
9.43K
$401K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
48.4K+ 57.66% |
$1.49M - $1.56M
|
132K
$5.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
14.1KNew |
$433K - $453K
|
14.1K
$598K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
203KNew |
$6.26M - $6.54M
|
203K
$8.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$524 - $547
|
17
$723
|
|