Purchases and Sales Made in Q2 2024 in Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG) during Q2 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY ULTRA BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 42.84% |
$342K - $363K
|
14.4K
$519K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 19.27% |
$488K - $518K
|
64.5K
$2.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-16.9K- 9.27% |
$535K - $567K
|
165K
$5.96M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-21.9K- 55.04% |
$695K - $738K
|
17.9K
$647K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.5K- 53.75% |
$809K - $859K
|
22K
$792K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-32.9K- 55.3% |
$1.04M - $1.11M
|
26.6K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-34.1K- 34.63% |
$1.08M - $1.15M
|
64.3K
$2.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.3K- 50.88% |
$1.09M - $1.15M
|
33.1K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.7K- 40.53% |
$1.61M - $1.71M
|
74.4K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.4K- 36.6% |
$1.76M - $1.86M
|
96K
$3.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.9K- 89.71% |
$1.87M - $1.98M
|
6.75K
$244K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-139K- 85.96% |
$4.39M - $4.66M
|
22.6K
$816K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-386K- 55.59% |
$12.2M - $13M
|
308K
$11.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-466K- 68.92% |
$14.8M - $15.7M
|
210K
$7.58M
|