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

$35.93
+0.05 (+0.14%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$387.07M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$141.88M
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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
5/16/2024 Jane Street Group LLC142,081$5.03M0.0%+1,244.4%0.710%
5/16/2024 Sugar Maple Asset Management LLC20,018$708K0.7%N/A0.100%
5/16/2024 B. Riley Wealth Advisors Inc.9,036$320K0.0%+21.5%0.045%
5/15/2024 Kestra Advisory Services LLC428,939$15.18M0.1%+129.4%2.069%
5/14/2024 First Commonwealth Financial Corp PA 27,477$972K0.3%+14.6%0.133%
5/14/2024 Axxcess Wealth Management LLC15,050$532K0.0%-26.3%0.073%
5/14/2024 InterOcean Capital Group LLC206,834$7.32M0.2%-47.0%0.998%
5/10/2024 Osaic Holdings Inc.756,579$26.77M0.1%-33.2%3.650%
5/10/2024 Alera Investment Advisors LLC10,774$381K0.1%-18.5%0.052%
5/9/2024 Corrado Advisors LLC112,390$3.98M2.6%-2.7%0.542%
5/9/2024 Blair William & Co. IL455,176$16.10M0.1%-1.7%2.196%
5/9/2024 Kingsview Wealth Management LLC13,248$469K0.0%-4.5%0.064%
5/9/2024 Stuart Chaussee & Associates Inc.17,695$626K0.2%-6.5%0.085%
5/9/2024 Koshinski Asset Management Inc.13,971$494K0.1%-26.2%0.067%
5/7/2024 Capital Square LLC16,712$591K0.4%N/A0.081%
5/7/2024 BCGM Wealth Management LLC33,663$1.19M0.4%-5.3%0.162%
5/7/2024 WealthPLAN Partners LLC11,187$396K0.0%-84.4%0.054%
5/7/2024 Pillar Wealth Advisors LLC30,200$1.07M0.8%-54.3%0.146%
5/6/2024 Gill Capital Partners LLC131,247$4.57M1.8%-4.3%0.633%
5/6/2024 Advisory Alpha LLC114,051$4.04M0.2%-0.5%0.550%
5/3/2024 Catalina Capital Group LLC67,213$2.38M1.0%-48.3%0.324%
5/2/2024 Lincoln National Corp148,211$5.24M0.1%-15.2%0.715%
5/2/2024 Crown Wealth Group LLC17,368$614K0.3%-21.5%0.084%
5/1/2024 Janney Montgomery Scott LLC357,659$12.65M0.0%+253.4%1.725%
5/1/2024 Ascent Wealth Partners LLC493,210$17.45M2.6%-1.6%2.379%
5/1/2024 Lineweaver Wealth Advisors LLC76,568$2.71M0.6%-7.0%0.369%
4/30/2024 J.W. Cole Advisors Inc.8,680$307K0.0%-3.2%0.042%
4/30/2024 Strategic Wealth Partners Group LLC175,641$6.21M0.7%-5.4%0.847%
4/30/2024 Valtinson Bruner Financial Planning LLC20,600$729K0.3%-17.9%0.099%
4/29/2024Commonwealth Equity Services LLC1,048,068$37.08M0.1%-2.9%5.056%
4/29/2024 Benjamin F. Edwards & Company Inc.35,819$1.27M0.0%-21.7%0.173%
4/29/2024 Castle Wealth Management LLC6,321$224K0.1%-64.0%0.030%
4/25/2024 Capital Investment Advisory Services LLC113,897$4.03M0.4%-1.2%0.507%
4/25/2024 Cambridge Investment Research Advisors Inc.215,480$7.62M0.0%-15.4%0.960%
4/24/2024 Pinnacle Wealth Management Group Inc.16,410$581K0.4%-37.9%0.073%
4/24/2024 Blue Bell Private Wealth Management LLC18,792$665K0.1%-2.6%0.084%
4/23/2024 Milestone Asset Management LLC19,237$681K0.2%-6.6%0.086%
4/23/2024 Nations Financial Group Inc. IA ADV33,663$1.19M0.1%-2.0%0.150%
4/23/2024 Sugarloaf Wealth Management LLC7,083$251K0.0%-6.2%0.032%
4/23/2024 Strategic Blueprint LLC33,252$1.18M0.1%-15.3%0.148%
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4/23/2024 Raymond James Financial Services Advisors Inc.228,261$8.08M0.0%-2.5%1.017%
4/22/2024 Altfest L J & Co. Inc.19,521$691K0.1%-3.4%0.087%
4/22/2024 Outlook Wealth Advisors LLC22,504$796K0.2%-76.0%0.100%
4/19/2024 FORVIS Wealth Advisors LLC60,849$2.15M0.1%-5.4%0.271%
4/19/2024 KFG Wealth Management LLC125,763$4.45M1.8%-3.3%0.560%
4/16/2024 Weaver Consulting Group25,109$888K0.3%-1.6%0.112%
4/16/2024 Transform Wealth LLC8,333$295K0.0%-94.3%0.037%
4/16/2024 Maltin Wealth Management Inc.37,720$1.34M0.8%+8.5%0.168%
4/16/2024 Wealth Enhancement Advisory Services LLC180,038$6.37M0.0%+6.3%0.802%
4/15/2024 Brookstone 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%
3/15/2024 B. Riley Wealth Advisors Inc.7,436$248K0.0%-17.7%0.041%
3/6/2024 SageView Advisory Group LLC911,786$30.43M1.1%+3,207.4%4.969%
2/23/2024 Chicago Partners Investment Group LLC19,588$663K0.0%+101.0%0.107%
2/14/2024 Cresset Asset Management LLC448,496$14.97M0.1%-9.7%2.444%
2/14/2024 Personal CFO Solutions LLC517,873$17.28M3.0%-0.5%2.822%
2/13/2024 Cetera Advisor Networks LLC213,345$7.12M0.0%+2.0%1.163%
2/13/2024 Belpointe 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%
2/12/2024 Steward Partners Investment Advisory LLC260,266$8.69M0.1%+1.0%1.418%
2/12/2024 Evermay Wealth Management LLC49,700$1.66M0.3%-29.1%0.271%
2/9/2024 Nations Financial Group Inc. IA ADV34,361$1.15M0.1%+23.7%0.187%
2/9/2024 Advisory Services Network LLC5,761$192K0.0%N/A0.031%
2/9/2024 Cambridge Investment Research Advisors Inc.254,577$8.50M0.0%+6.4%1.387%
2/9/2024 InterOcean Capital Group LLC390,416$13.03M0.4%+4.2%2.128%
2/9/2024 Certified Advisory Corp22,036$735K0.1%+5.2%0.120%
2/9/2024 CreativeOne Wealth LLC21,864$730K0.0%N/A0.119%
2/8/2024 Level Four Advisory Services LLC22,605$754K0.0%-22.5%0.123%
2/8/2024 Kingsview Wealth Management LLC13,867$463K0.0%-8.5%0.076%
2/8/2024 Sound View Wealth Advisors Group LLC12,641$422K0.0%-9.3%0.069%
2/8/2024 Beacon Pointe Advisors LLC199,444$6.66M0.1%-12.0%1.087%
2/8/2024 Foundations Investment Advisors LLC22,479$764K0.0%-60.7%0.123%
2/8/2024 Janney Montgomery Scott LLC101,214$3.38M0.0%-9.6%0.552%
2/7/2024 Avantax Advisory Services Inc.40,459$1.35M0.0%-25.3%0.220%
2/7/2024 Principal Securities Inc.13,110$437K0.0%N/A0.071%
2/6/2024 Valtinson Bruner Financial Planning LLC25,090$837K0.4%+14.9%0.137%
2/6/2024 Lincoln National Corp174,849$5.84M0.1%+11.0%0.953%
2/6/2024 Spire Wealth Management16,824$567K0.0%-7.2%0.092%
2/6/2024 U.S. Capital Wealth Advisors LLC8,747$292K0.0%-27.6%0.048%
2/6/2024 Benjamin 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%
2/6/2024 Orion Capital Management LLC40,035$1.34M0.8%-6.3%0.218%
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2/5/2024 Triumph Capital Management7,958$266K0.1%N/A0.043%
2/5/2024 Pillar Wealth Advisors LLC66,042$2.20M1.7%-0.9%0.360%
2/5/2024 Silver Oak Securities Incorporated10,450$349K0.0%N/A0.057%
2/2/2024 Stuart Chaussee & Associates Inc.18,935$632K0.2%N/A0.103%
2/2/2024 Truist Financial Corp257,083$8.58M0.0%+4.6%1.401%
2/2/2024 Atria Wealth Solutions Inc.91,121$3.04M0.0%-8.4%0.497%
2/1/2024 Corrado Advisors LLC115,531$3.86M3.2%-3.2%0.630%
2/1/2024 Capital Investment Advisory Services LLC115,302$3.85M0.4%+19,442.7%0.628%
2/1/2024 Sigma Planning Corp43,135$1.44M0.1%+17.6%0.235%
2/1/2024 CRA Financial Services LLC58,541$1.95M0.5%-29.8%0.319%
(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, 172 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 ($37.08M), SageView Advisory Group LLC ($30.43M), Osaic Holdings Inc. ($26.77M), Sageworth Trust Co ($25.01M), 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 151 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 15,378,969 shares in the last 24 months. This purchase volume represents approximately $479.23M in transactions.

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

Of the 103 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), Osaic Holdings Inc. ($376.53K), Soltis Investment Advisors LLC ($296.60K), and Mariner LLC ($215.71K).

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

Institutional investors have sold a total of 5,417,451 shares in the last 24 months. This volume of shares sold represents approximately $173.96M in transactions.


This page (BATS:PAUG) was last updated on 5/19/2024 by MarketBeat.com Staff

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