Latest Institutional Sells of Innovator U.S. Equity Power Bu (PAUG)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAUG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 52.96% |
$365K - $389K
|
9.12K
$388K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-7.24K- 37.74% |
$258K - $274K
|
11.9K
$508K
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.8K- 73.42% |
$135K - $144K
|
1.38K
$58.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.72K- 13.87% |
$132K - $141K
|
23.1K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-572- 6.57% |
$20.3K - $21.7K
|
8.14K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-153- 99.35% |
$5.44K - $5.79K
|
1
$42.5
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27- 0.35% |
$960 - $1.02K
|
7.58K
$322K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26.8K- 78.96% |
$923K - $981K
|
7.16K
$304K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.4K- 46.07% |
$358K - $381K
|
12.2K
$518K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-5.24K- 29.61% |
$180K - $191K
|
12.5K
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.4% |
$42.4K - $45.1K
|
1.75K
$74.2K
|
|
|
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 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-280- 2.6% |
$9.63K - $10.2K
|
10.5K
$446K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-365K- 45.36% |
$12.1M - $12.9M
|
440K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-184K- 47.02% |
$6.05M - $6.5M
|
207K
$8.8M
|
|
|
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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 13.75% |
$968K - $1.04M
|
184K
$7.83M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26.6K- 15.23% |
$879K - $942K
|
148K
$6.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-11.3K- 64.03% |
$371K - $398K
|
6.32K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-9.97K- 5.37% |
$329K - $353K
|
176K
$7.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.17K- 41.2% |
$203K - $218K
|
8.8K
$374K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-6.03KClosed |
$199K - $213K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 50.0% |
$66K - $70.8K
|
2K
$85.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-625- 27.06% |
$20.6K - $22.1K
|
1.69K
$71.7K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20.4K- 29.12% |
$620K - $682K
|
49.7K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.38K- 1.05% |
$72.1K - $79.4K
|
225K
$9.56M
|
|
|
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
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-584- 7.77% |
$17.7K - $19.5K
|
6.93K
$295K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-337- 0.45% |
$10.2K - $11.3K
|
75K
$3.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 19.26% |
$2.52K - $2.77K
|
348
$14.8K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 11.4% |
$6.47K - $6.76K
|
1.63K
$69.4K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.4K- 5.01% |
$70.2K - $74.9K
|
45.5K
$1.94M
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-223- 82.59% |
$6.29K - $6.64K
|
47
$2K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-39.5K- 5.1% |
$1.06M - $1.16M
|
736K
$31.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-12K- 17.33% |
$323K - $351K
|
57.2K
$2.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-123- 0.93% |
$3.31K - $3.6K
|
13.1K
$556K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 19.8% |
$27K - $29.8K
|
4.05K
$172K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-790- 3.03% |
$21.3K - $23.5K
|
25.3K
$1.08M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.9KClosed |
$583K - $634K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-10.6KClosed |
$296K - $321K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.36KClosed |
$233K - $254K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.65KClosed |
$102K - $111K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-88.6KClosed |
$2.57M - $2.7M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-460- 12.5% |
$13.3K - $14K
|
3.22K
$137K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-2.25KClosed |
$65.7K - $68.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-187KClosed |
$5.42M - $5.49M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.16KClosed |
$91.5K - $92.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.21KClosed |
$230K - $238K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-20.9KClosed |
$519K - $540K
|
0
$0
|
|