Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
273K+ 23.44% |
$9.48M - $9.81M
|
1.43M
$51.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
95K+ 650.79% |
$3.31M - $3.42M
|
110K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13.4KNew |
$466K - $482K
|
13.4K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.68KNew |
$197K - $204K
|
5.68K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.15% |
$348 - $360
|
6.82K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 0.17% |
$1.01K - $1.04K
|
17.4K
$629K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-119- 0.38% |
$4.14K - $4.28K
|
30.9K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-176- 6.21% |
$6.12K - $6.33K
|
2.66K
$96K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-250- 1.25% |
$8.7K - $9K
|
19.7K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-403- 2.94% |
$14K - $14.5K
|
13.3K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-498- 0.2% |
$17.3K - $17.9K
|
244K
$8.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-550- 8.24% |
$19.1K - $19.8K
|
6.13K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-900- 7.95% |
$31.3K - $32.4K
|
10.4K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 17.59% |
$37K - $38.3K
|
4.99K
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.1K- 13.84% |
$38.3K - $39.6K
|
6.85K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 2.37% |
$38.4K - $39.7K
|
45.4K
$1.64M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.41K- 6.47% |
$49K - $50.7K
|
20.4K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.77K- 13.19% |
$61.4K - $63.5K
|
11.6K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.72% |
$109K - $112K
|
112K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.05K- 25.51% |
$141K - $146K
|
11.8K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.48K- 7.92% |
$156K - $161K
|
52.1K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.73K- 24.5% |
$164K - $170K
|
14.6K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-9.38K- 5.59% |
$326K - $338K
|
158K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.76K- 56.11% |
$340K - $351K
|
7.64K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.7K- 57.01% |
$512K - $529K
|
11.1K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18.3K- 6.96% |
$635K - $657K
|
244K
$8.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-20.9K- 57.92% |
$726K - $751K
|
15.2K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-48.2K- 68.44% |
$1.68M - $1.74M
|
22.2K
$803K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-83.2K- 85.06% |
$2.89M - $2.99M
|
14.6K
$527K
|