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

$34.88
+0.28 (+0.81%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$388.18M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$111.10M
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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
4/23/2024Nations Financial Group Inc. IA ADV33,663$1.19M0.1%-2.0%0.150%
4/23/2024Sugarloaf Wealth Management LLC7,083$251K0.0%-6.2%0.032%
4/23/2024Strategic Blueprint LLC33,252$1.18M0.1%-15.3%0.148%
4/23/2024Raymond James Financial Services Advisors Inc.228,261$8.08M0.0%-2.5%1.017%
4/22/2024Altfest L J & Co. Inc.19,521$691K0.1%-3.4%0.087%
4/22/2024Outlook Wealth Advisors LLC22,504$796K0.2%-76.0%0.100%
4/19/2024FORVIS Wealth Advisors LLC60,849$2.15M0.1%-5.4%0.271%
4/19/2024KFG Wealth Management LLC125,763$4.45M1.8%-3.3%0.560%
4/16/2024Weaver Consulting Group25,109$888K0.3%-1.6%0.112%
4/16/2024Transform Wealth LLC8,333$295K0.0%-94.3%0.037%
4/16/2024Maltin Wealth Management Inc.37,720$1.34M0.8%+8.5%0.168%
4/16/2024Wealth Enhancement Advisory Services LLC180,038$6.37M0.0%+6.3%0.802%
4/15/2024Brookstone Capital Management1,115,666$39.47M0.7%-13.0%4.970%
4/13/2024 Retirement Planning Group LLC22,766$805K0.1%-8.4%0.101%
4/12/2024 Keystone Wealth Services LLC97,895$3.46M1.1%-8.1%0.436%
4/11/2024 DHJJ Financial Advisors Ltd.75,636$2.68M1.2%-5.1%0.337%
4/11/2024 Optimum Investment Advisors2,000$71K0.0%-50.0%0.009%
4/11/2024 RFG Advisory LLC55,096$1.95M0.1%+126.3%0.300%
4/10/2024 BCS Wealth Management58,823$2.08M0.7%-8.8%0.321%
4/10/2024 Schulz Wealth LTD.26,780$947K0.8%-3.9%0.146%
4/2/2024 McAlister Sweet & Associates Inc.60,802$2.15M1.7%+17.0%0.331%
3/15/2024B. Riley Wealth Advisors Inc.7,436$248K0.0%-17.7%0.041%
3/6/2024SageView Advisory Group LLC911,786$30.43M1.1%+3,207.4%4.969%
2/23/2024Chicago Partners Investment Group LLC19,588$663K0.0%+101.0%0.107%
2/14/2024Cresset Asset Management LLC448,496$14.97M0.1%-9.7%2.444%
2/14/2024Personal CFO Solutions LLC517,873$17.28M3.0%-0.5%2.822%
2/13/2024Cetera Advisor Networks LLC213,345$7.12M0.0%+2.0%1.163%
2/13/2024Belpointe Asset Management LLC148,846$4.97M0.4%-1.4%0.811%
2/12/2024 Schulz Wealth LTD.27,865$930K0.9%N/A0.152%
2/12/2024Focus Financial Network Inc. ADV31,188$1.04M0.0%N/A0.170%
2/12/2024Steward Partners Investment Advisory LLC260,266$8.69M0.1%+1.0%1.418%
2/12/2024Evermay Wealth Management LLC49,700$1.66M0.3%-29.1%0.271%
2/9/2024Nations Financial Group Inc. IA ADV34,361$1.15M0.1%+23.7%0.187%
2/9/2024Advisory Services Network LLC5,761$192K0.0%N/A0.031%
2/9/2024Cambridge Investment Research Advisors Inc.254,577$8.50M0.0%+6.4%1.387%
2/9/2024InterOcean Capital Group LLC390,416$13.03M0.4%+4.2%2.128%
2/9/2024Certified Advisory Corp22,036$735K0.1%+5.2%0.120%
2/9/2024CreativeOne Wealth LLC21,864$730K0.0%N/A0.119%
2/8/2024Level Four Advisory Services LLC22,605$754K0.0%-22.5%0.123%
2/8/2024Kingsview Wealth Management LLC13,867$463K0.0%-8.5%0.076%
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2/8/2024Sound View Wealth Advisors Group LLC12,641$422K0.0%-9.3%0.069%
2/8/2024Beacon Pointe Advisors LLC199,444$6.66M0.1%-12.0%1.087%
2/8/2024Foundations Investment Advisors LLC22,479$764K0.0%-60.7%0.123%
2/8/2024Janney Montgomery Scott LLC101,214$3.38M0.0%-9.6%0.552%
2/7/2024Avantax Advisory Services Inc.40,459$1.35M0.0%-25.3%0.220%
2/7/2024Principal Securities Inc.13,110$437K0.0%N/A0.071%
2/6/2024Valtinson Bruner Financial Planning LLC25,090$837K0.4%+14.9%0.137%
2/6/2024Lincoln National Corp174,849$5.84M0.1%+11.0%0.953%
2/6/2024Spire Wealth Management16,824$567K0.0%-7.2%0.092%
2/6/2024U.S. Capital Wealth Advisors LLC8,747$292K0.0%-27.6%0.048%
2/6/2024Benjamin F. Edwards & Company Inc.45,763$1.53M0.0%+43.0%0.249%
2/6/2024Commonwealth Equity Services LLC1,079,293$36.02M0.1%-1.7%5.882%
2/6/2024Orion Capital Management LLC40,035$1.34M0.8%-6.3%0.218%
2/5/2024Triumph Capital Management7,958$266K0.1%N/A0.043%
2/5/2024Pillar Wealth Advisors LLC66,042$2.20M1.7%-0.9%0.360%
2/5/2024Silver Oak Securities Incorporated10,450$349K0.0%N/A0.057%
2/2/2024Stuart Chaussee & Associates Inc.18,935$632K0.2%N/A0.103%
2/2/2024Truist Financial Corp257,083$8.58M0.0%+4.6%1.401%
2/2/2024Atria Wealth Solutions Inc.91,121$3.04M0.0%-8.4%0.497%
2/1/2024Corrado Advisors LLC115,531$3.86M3.2%-3.2%0.630%
2/1/2024Capital Investment Advisory Services LLC115,302$3.85M0.4%+19,442.7%0.628%
2/1/2024Sigma Planning Corp43,135$1.44M0.1%+17.6%0.235%
2/1/2024CRA Financial Services LLC58,541$1.95M0.5%-29.8%0.319%
1/31/2024Castle Wealth Management LLC17,572$586K0.4%+54.3%0.096%
1/31/2024KFG Wealth Management LLC130,041$4.34M2.0%+64.1%0.709%
1/31/2024Integral Investment Advisors Inc.284,063$9.48M6.0%-60.8%1.548%
1/30/2024Wealth Alliance36,165$1.21M0.2%+4.9%0.197%
1/30/2024Capital Analysts LLC101,816$3.40M0.2%-6.6%0.555%
1/30/2024 DHJJ Financial Advisors Ltd.79,705$2.66M1.2%-1.6%0.434%
1/29/2024Outlook Wealth Advisors LLC93,618$3.12M1.1%+77.4%0.510%
1/29/2024Koshinski Asset Management Inc.18,935$632K0.1%+51.2%0.103%
1/29/2024Compass Advisory Group LLC7,940$265K0.1%N/A0.043%
1/26/2024Cerity Partners LLC10,500$350K0.0%-76.5%0.057%
1/26/2024Soltis Investment Advisors LLC20,102$671K0.1%-2.9%0.110%
1/26/2024B.O.S.S. Retirement Advisors LLC20,157$626K0.1%-5.3%0.110%
1/25/2024Strategic Blueprint LLC39,242$1.31M0.1%-11.0%0.214%
1/23/2024Alera Investment Advisors LLC13,227$441K0.1%+2.5%0.072%
1/23/2024Advisory Alpha LLC114,573$3.82M0.2%+0.8%0.624%
1/23/2024Crown Wealth Group LLC22,113$738K0.4%-15.5%0.121%
1/23/2024Milestone Asset Management LLC20,593$687K0.2%-63.5%0.112%
1/23/2024Beacon Financial Advisory LLC19,288$644K0.3%+13.6%0.105%
1/22/2024Ascent Wealth Partners LLC500,981$16.72M2.7%+4.0%2.730%
1/22/2024Weaver Consulting Group25,522$852K0.3%+75.1%0.139%
1/19/2024Lineweaver Wealth Advisors LLC82,303$2.75M0.7%-10.2%0.449%
1/19/2024Worth Financial Advisory Group LLC17,045$569K0.5%N/A0.093%
1/19/2024B.O.S.S. Retirement Advisors LLC20,157$626K1.9%-5.3%0.110%
1/19/2024Wagner Wealth Management LLC2,000$67K0.0%N/A0.011%
1/19/2024Patriot Financial Group Insurance Agency LLC37,033$1.24M0.2%+9.5%0.202%
1/18/2024John W. Brooker & Co. CPAs58,946$1.97M1.1%N/A0.321%
1/18/2024Yarger Wealth Strategies LLC93,015$3.10M2.5%-5.9%0.507%
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1/18/2024Parker Financial LLC22,483$750K0.5%-12.9%0.123%
1/18/2024Maltin Wealth Management Inc.34,779$1.16M0.7%-1.4%0.190%
1/18/2024Altfest L J & Co. Inc.20,217$675K0.1%-32.3%0.110%
1/17/2024Pinnacle Wealth Management Group Inc.26,410$881K0.7%+8.0%0.144%
1/17/2024 Keystone Wealth Services LLC106,500$3.55M1.2%-2.1%0.580%
1/17/2024Atticus Wealth Management LLC34,100$1.14M0.4%+31.3%0.186%
1/16/2024Raymond James Financial Services Advisors Inc.234,070$7.81M0.0%+1.7%1.276%
1/16/2024Raymond James & Associates18,311$611K0.0%+76.7%0.100%
1/16/2024 Retirement Planning Group LLC24,849$829K0.1%-2.9%0.135%
1/16/2024CoreCap Advisors LLC122,057$4.07M0.3%-5.8%0.665%
(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, 167 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - August. The most heavily invested institutionals were AE Wealth Management LLC ($53.06M), Brookstone Capital Management ($39.47M), Commonwealth Equity Services LLC ($36.02M), SageView Advisory Group LLC ($30.43M), Sageworth Trust Co ($25.01M), Osaic Holdings Inc. ($24.14M), and Penserra Capital Management LLC ($22.63M).Learn more on PAUG's institutional investors.

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

Of the 148 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 ($1.31M), AE Wealth Management LLC ($1.27M), Sageworth Trust Co ($997.70K), Integral Investment Advisors Inc. ($940.04K), SageView Advisory Group LLC ($911.79K), Transform Wealth LLC ($664.41K), and Envestnet Asset Management Inc. ($663.90K).

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

Institutional investors have bought a total of 14,707,238 shares in the last 24 months. This purchase volume represents approximately $455.46M in transactions.

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

Of the 89 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 ($824.12K), Integral Investment Advisors Inc. ($655.98K), Altfest L J & Co. Inc. ($646.94K), Transform Wealth LLC ($535.59K), Soltis Investment Advisors LLC ($296.60K), Mariner LLC ($215.71K), and Sageworth Trust Co ($202.20K).

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

Institutional investors have sold a total of 4,501,111 shares in the last 24 months. This volume of shares sold represents approximately $141.54M in transactions.


This page (BATS:PAUG) was last updated on 4/23/2024 by MarketBeat.com Staff

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