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Plante Moran Financial Advisors’s Innovator US Equity Power Buffer ETF August PAUG Stock Holding History

Plante Moran Financial Advisors’s Portfolio PAUG Stock Details PAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,393
Closed -$92.1K – 920
2024
Q4 		$92.1K Buy
+2,393
New +$91.8K 0.01% 269

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Plante Moran Financial Advisors's PAUG Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Innovator US Equity Power Buffer ETF August (PAUG) in Q1 2025, closing a stake of 2,393 shares — an estimated $92.1K sold.

Plante Moran Financial Advisors first reported a position in PAUG in Q4 2024 and held it in 1 quarter. The position peaked at $92.1K in Q4 2024. 191 funds tracked by Wall St. Rank hold PAUG as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF August position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,393 Innovator US Equity Power Buffer ETF August shares in Q1 2025, an estimated $92.1K.
  • Plante Moran Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF August in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Innovator US Equity Power Buffer ETF August position peaked at $92.1K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF August as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.