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Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG) Holdings Trimmed by Personal CFO Solutions LLC

Personal CFO Solutions LLC decreased its position in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 0.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 517,873 shares of the company’s stock after selling 2,828 shares during the period. Innovator U.S. Equity Power Buffer ETF – August accounts for […]
Capital Advisors Inc Mutual Advisors Advisory Alpha Orion Capital Management Alera Investment Advisors Power Buffer
Source: wkrb13.com

Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG) is Personal CFO Solutions LLC's 3rd Largest Position

Personal CFO Solutions LLC reduced its position in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 0.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 517,873 shares of the company’s stock after selling 2,828 shares during the quarter. […]
United States Hightower Advisors Exchange Commission Blair William Co Michigan Advisors Company Profile

Per Stirling Capital Management LLC. Takes $347,000 Position in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)

Per Stirling Capital Management LLC. bought a new stake in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 9,311 shares of the company’s stock, valued at approximately $347,000. A […]
United Kingdom Benjaminf Edwards Company Inc Stirling Capital Management Bailard Inc Cambridge Investment Research Advisors Inc Sageview Advisory Group

Belpointe Asset Management LLC Sells 2,051 Shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Belpointe Asset Management LLC trimmed its position in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 148,846 shares of the company’s stock after selling 2,051 shares […]
Valtinson Bruner Financial Planning Company Profile Johnw Brooker Co Exchange Commission Capital Investment Advisory Services Belpointe Asset Management

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WorthPointe LLC Grows Holdings in Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT)

WorthPointe LLC increased its stake in shares of Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 71.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 23,707 shares of the company’s stock after purchasing an additional 9,906 shares during the period. WorthPointe […]
Avantax Advisory Services Inc Wealth Alliance Sequoia Financial Advisors Janney Montgomery Scott Hightower Advisors Power Buffer
Source: wkrb13.com

WorthPointe LLC Grows Holdings in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)

WorthPointe LLC lifted its position in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 14.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,287 shares of the company’s stock after acquiring an […]
Foundations Investment Advisors Milestone Asset Management Principal Securities Inc Securities Exchange Commission Bailard Inc Power Buffer

Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT) Shares Acquired by WorthPointe LLC

WorthPointe LLC boosted its holdings in Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 71.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,707 shares of the company’s stock after purchasing an additional […]
Cape Investment Advisory Inc Company Profile Advisory Services Network Financial Network Inc Nations Financial Group Inc Exchange Commission

Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN) Shares Acquired by Evermay Wealth Management LLC

Evermay Wealth Management LLC increased its holdings in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 1,077.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 57,703 shares of the company’s stock after purchasing […]
United Kingdom Scottish Borders Creativeone Wealth Sageview Advisory Group Cambridge Investment Research Advisors Inc Coldstream Capital Management Inc

Evermay Wealth Management LLC Sells 20,417 Shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Evermay Wealth Management LLC trimmed its holdings in shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 29.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 49,700 shares of the company’s stock after selling 20,417 shares during the period. […]
Company Profile Evermay Wealth Management Authentikos Wealth Advisory Raymond James Associates Cape Investment Advisory Inc Sigma Planning Corp

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