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Innovator U.S. Equity Power Buffer ETF - August (PAUG) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - August logo
$37.77
+0.08 (+0.21%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - August (BATS:PAUG)

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$281.14M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$185.91M
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PAUG Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - August Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Sigma Planning Corp30,994$1.17M0.0%-27.5%0.155%
11/1/2024Corrado Advisors LLC88,630$3.36M2.1%+93.6%0.443%
10/31/2024 Ascent Wealth Partners LLC471,445$17.85M2.5%+2.0%2.357%
10/30/2024 Beacon Financial Advisory LLC20,476$775K0.3%+8.2%0.102%
10/29/2024 Janney Montgomery Scott LLC95,754$3.63M0.0%+22.0%0.479%
10/28/2024 Gladstone Institutional Advisory LLC12,146$460K0.0%N/A0.061%
10/28/2024 Focus Financial Network Inc.21,733$823K0.0%-29.1%0.109%
10/28/2024 Stephens Inc. AR175,590$6.65M0.1%N/A0.878%
10/28/2024 Summit Wealth Partners LLC16,147$611K0.1%+46.6%0.081%
10/28/2024 Nikulski Financial Inc.9,870$374K0.1%+30.9%0.049%
10/25/2024 Cornerstone Wealth Group LLC36,681$1.39M0.1%+9.9%0.183%
10/25/2024 Capstone Triton Financial Group LLC8,296$314K0.2%N/A0.041%
10/25/2024 Valmark Advisers Inc.48,715$1.84M0.0%+18.3%0.244%
10/25/2024 Schulz Wealth LTD.23,065$873K0.7%-13.9%0.115%
10/25/2024 Strategic Blueprint LLC21,074$798K0.0%-36.2%0.105%
10/24/2024 Patriot Financial Group Insurance Agency LLC39,401$1.49M0.2%+10.6%0.197%
10/24/2024 FSA Advisors Inc.31,983$1.21M1.2%+11.1%0.160%
10/24/2024 Wealth Enhancement Advisory Services LLC388,047$14.69M0.0%+246.6%1.940%
10/23/2024 Silver Oak Securities Incorporated25,593$968K0.1%+287.2%0.128%
10/23/2024 Dakota Wealth Management12,247$464K0.0%+53.9%0.061%
10/23/2024 RiverTree Advisors LLC8,911$337K0.2%N/A0.045%
10/22/2024 McAdam LLC14,358$544K0.0%N/A0.072%
10/22/2024 Chris Bulman Inc55,747$2.11M1.4%+78.1%0.279%
10/22/2024 Weaver Capital Management LLC39,348$1.49M0.4%-28.8%0.197%
10/21/2024 Foundations Investment Advisors LLC31,817$1.21M0.0%+76.8%0.159%
10/18/2024Commonwealth Equity Services LLC898,232$34.01M0.1%+70.7%4.491%
10/18/2024Stratos Wealth Advisors LLC10,820$410K0.0%N/A0.054%
10/17/2024BCS Wealth Management81,329$3.08M1.3%+48.1%0.407%
10/15/2024 Keystone Wealth Services LLC90,940$3.44M1.0%-2.9%0.455%
10/11/2024 Elmwood Wealth Management Inc.10,300$390K0.2%+41.1%0.052%
10/11/2024 Fiduciary Alliance LLC6,356$241K0.0%+10.1%0.032%
10/10/2024 Koshinski Asset Management Inc.10,283$389K0.0%-13.5%0.051%
10/10/2024 Retirement Planning Group LLC19,694$746K0.0%-13.5%0.098%
10/10/2024 CRA Financial Services LLC93,341$3.53M0.6%+75.5%0.467%
10/10/2024 Pinnacle Wealth Management Group Inc.17,955$680K0.4%+18.0%0.090%
10/10/2024 Lion Street Advisors LLC7,371$279K0.1%+10.4%0.037%
10/9/2024 Maltin Wealth Management Inc.13,645$517K0.3%-62.3%0.068%
10/9/2024 Castle Rock Wealth Management LLC21,986$830K0.2%+4.8%0.110%
10/8/2024 Gill Capital Partners LLC129,992$4.92M1.8%-0.7%0.650%
10/8/2024 Brookstone Capital Management893,926$33.84M0.5%+329.7%4.470%
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10/8/2024 City Holding Co.27,121$1.03M0.1%-2.2%0.136%
10/8/2024 Sugarloaf Wealth Management LLC13,890$526K0.1%+96.1%0.069%
10/8/2024 Cardinal Point Capital Management ULC21,470$813K0.1%+15.6%0.107%
10/7/2024 Cypress Financial Planning LLC20,159$763K0.3%+48.5%0.101%
10/7/2024 Miracle Mile Advisors LLC211,485$8.01M0.2%N/A1.057%
10/7/2024 Lakeridge Wealth Management LLC6,825$258K0.1%N/A0.034%
10/3/2024 Private Client Services LLC37,681$1.43M0.8%N/A0.188%
10/2/2024 McAlister Sweet & Associates Inc.120,585$4.57M3.8%+101.6%0.603%
9/11/2024 Summit Wealth Partners LLC11,011$402K0.1%-29.8%0.055%
8/22/2024Cetera Investment Advisers293,372$10.71M0.0%-32.8%1.467%
8/21/2024Advisory Alpha LLC108,123$3.95M0.2%-5.2%0.541%
8/21/2024Truist Financial Corp207,876$7.59M0.0%-6.0%1.039%
8/19/2024B. Riley Wealth Advisors Inc.7,608$278K0.0%-15.8%0.038%
8/16/2024NewEdge Advisors LLC25,994$949K0.0%-86.6%0.130%
8/14/2024EverSource Wealth Advisors LLC1,745$64K0.0%-41.4%0.009%
8/13/2024AE Wealth Management LLC77,900$2.84M0.0%-8.7%0.390%
8/13/2024Benjamin F. Edwards & Company Inc.35,436$1.29M0.0%-1.1%0.177%
8/12/2024Blair William & Co. IL438,803$16.02M0.0%-3.6%2.194%
8/12/2024Mercer Global Advisors Inc. ADV46,000$1.68M0.0%-40.1%0.230%
8/10/2024 Yarger Wealth Strategies LLC89,339$3.26M2.0%-3.8%0.447%
8/10/2024Frisch Financial Group Inc.15,667$572K0.2%-12.7%0.078%
8/9/2024WealthPLAN Partners LLC10,226$373K0.0%-8.6%0.051%
8/8/2024Envestnet Asset Management Inc.400,964$14.64M0.0%-14.4%2.005%
8/8/2024CoreCap Advisors LLC131,247$4.79M0.5%N/A0.656%
8/8/2024Parker Financial LLC14,312$523K0.3%-10.7%0.072%
8/6/2024 Chris Bulman Inc31,303$1.14M0.8%N/A0.157%
8/5/2024 Blue Bell Private Wealth Management LLC17,807$650K0.1%-5.2%0.089%
8/2/2024Belpointe Asset Management LLC22,679$828K0.1%-6.7%0.113%
8/2/2024 Foundations Investment Advisors LLC17,999$657K0.0%-67.2%0.090%
8/2/2024 Weaver Capital Management LLC55,257$2.02M0.6%-2.6%0.276%
8/2/2024Capital Square LLC16,229$597K0.4%-2.9%0.081%
8/1/2024 Valmark Advisers Inc.41,196$1.50M0.0%-7.1%0.206%
8/1/2024Bellwether Advisors LLC74,487$2.72M0.6%-4.2%0.372%
7/31/2024 Ascent Wealth Partners LLC462,086$16.87M2.5%-6.3%2.310%
7/31/2024Commonwealth Equity Services LLC526,187$19.21M0.0%-49.8%2.631%
7/30/2024Integral Investment Advisors Inc.66,504$2.43M0.9%-73.3%0.333%
7/29/2024Nations Financial Group Inc. IA ADV9,872$360K0.0%-70.7%0.049%
7/26/2024Harbour Investments Inc.24,730$903K0.0%-3.9%0.124%
7/26/2024 Cambridge Investment Research Advisors Inc.135,544$4.95M0.0%-37.1%0.678%
7/26/2024Signature Estate & Investment Advisors LLC7,678$280K0.0%N/A0.038%
7/24/2024 Cornerstone Wealth Group LLC33,367$1.22M0.1%-4.0%0.167%
7/22/2024Atria Wealth Solutions Inc.21,567$787K0.0%-72.3%0.108%
7/22/2024 Focus Financial Network Inc.30,641$1.13M0.0%-1.4%0.153%
7/20/2024 Milestone Asset Management LLC17,800$650K0.2%-7.5%0.089%
7/19/2024Clay Northam Wealth Management LLC36,070$1.32M1.0%-4.1%0.180%
7/19/2024 KFG Wealth Management LLC113,175$4.13M1.6%-10.0%0.566%
7/18/2024 Brookstone Capital Management208,025$7.65M0.1%-81.4%1.040%
7/18/2024 Outlook Wealth Advisors LLC19,994$726K0.2%-11.2%0.100%
7/18/2024 Fiduciary Financial Group LLC37,780$1.39M0.3%N/A0.189%
7/17/2024 Atticus Wealth Management LLC7,155$261K0.1%-79.0%0.036%
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7/16/2024 Wealth Enhancement Advisory Services LLC111,948$4.09M0.0%-37.8%0.560%
7/16/2024BCS Wealth Management54,933$2.01M1.0%-6.6%0.275%
7/15/2024 Transform Wealth LLC7,435$271K0.0%-10.8%0.037%
7/15/2024RFG Advisory LLC53,302$1.95M0.1%-3.3%0.267%
7/13/2024 Keystone Wealth Services LLC93,690$3.42M1.1%-4.3%0.468%
7/12/2024 Maltin Wealth Management Inc.36,220$1.32M0.7%-4.0%0.181%
7/12/2024 City Holding Co.27,717$1.01M0.1%-7.0%0.139%
7/12/2024 CRA Financial Services LLC53,176$1.94M0.4%-9.6%0.266%
7/12/2024 DHJJ Financial Advisors Ltd.51,187$1.87M0.8%-32.3%0.256%
7/11/2024 John W. Brooker & Co. CPAs50,893$1.86M0.9%-9.6%0.254%
(Data available from 1/1/2016 forward)

PAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PAUG shares?

During the previous two years, 194 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - August. The most heavily invested institutionals were Commonwealth Equity Services LLC ($34.01M), Brookstone Capital Management ($33.84M), SageView Advisory Group LLC ($30.43M), Osaic Holdings Inc. ($26.77M), Sageworth Trust Co ($25.01M), Penserra Capital Management LLC ($22.63M), and Wealthquest Corp ($20.88M).Learn more on PAUG's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - August stock?

Of the 172 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.99M), AE Wealth Management LLC ($1.27M), Sageworth Trust Co ($997.70K), Commonwealth Equity Services LLC ($985.06K), Integral Investment Advisors Inc. ($940.04K), SageView Advisory Group LLC ($911.79K), and Transform Wealth LLC ($664.41K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - August?

Institutional investors have bought a total of 18,336,119 shares in the last 24 months. This purchase volume represents approximately $589.19M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - August major shareholders have been selling company stock?

Of the 122 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.73M), Integral Investment Advisors Inc. ($838.69K), Altfest L J & Co. Inc. ($646.94K), Commonwealth Equity Services LLC ($624.80K), Transform Wealth LLC ($536.49K), Osaic Holdings Inc. ($376.53K), and Soltis Investment Advisors LLC ($296.60K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - August?

Institutional investors have sold a total of 7,993,434 shares in the last 24 months. This volume of shares sold represents approximately $268.11M in transactions.



This page (BATS:PAUG) was last updated on 11/4/2024 by MarketBeat.com Staff
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