Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.83KNew |
$187K - $197K
|
5.83K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.14K+ 38.81% |
$165K - $174K
|
18.4K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.91K+ 60.02% |
$126K - $132K
|
10.4K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.85K+ 17.17% |
$124K - $130K
|
26.3K
$883K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.39KNew |
$109K - $115K
|
3.39K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.98K+ 38.13% |
$95.8K - $101K
|
10.8K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.88K+ 26.93% |
$92.6K - $97.5K
|
13.6K
$456K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.75K+ 16.65% |
$88.3K - $93K
|
19.3K
$647K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.22K+ 50.79% |
$71.2K - $74.9K
|
6.58K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.89K+ 7.95% |
$60.8K - $64K
|
25.7K
$863K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.65KNew |
$53K - $55.8K
|
1.65K
$55.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.58K+ 18.24% |
$50.9K - $53.5K
|
10.3K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.44K+ 19.53% |
$46.2K - $48.6K
|
8.8K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
825New |
$26.5K - $27.9K
|
825
$27.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
795+ 6.53% |
$25.5K - $26.9K
|
13K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
447+ 159.64% |
$14.4K - $15.1K
|
727
$24.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
308+ 3.65% |
$9.9K - $10.4K
|
8.76K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
290+ 2.6% |
$9.32K - $9.81K
|
11.4K
$384K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89New |
$2.86K - $3.01K
|
89
$2.99K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-119- 2.12% |
$3.82K - $4.02K
|
5.5K
$185K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-255- 3.46% |
$8.19K - $8.62K
|
7.12K
$239K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.13K- 47.87% |
$36.1K - $38K
|
1.23K
$41.1K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.9K- 62.8% |
$544K - $572K
|
10K
$337K
|