Purchases and Sales Made in Q3 2024 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.27K+ 7.63% |
$225K - $237K
|
102K
$3.39M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.77KNew |
$210K - $220K
|
6.77K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.26KNew |
$194K - $204K
|
6.26K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.95K+ 35.06% |
$154K - $161K
|
19.1K
$632K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.59K+ 2.85% |
$49.2K - $51.6K
|
57.3K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472New |
$14.6K - $15.4K
|
472
$15.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
187+ 4.55% |
$5.8K - $6.08K
|
4.3K
$142K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
162New |
$5.03K - $5.27K
|
162
$5.36K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.46% |
$807 - $846
|
5.62K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$155 - $163
|
16.2K
$536K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22- 0.13% |
$682 - $716
|
17.2K
$568K
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-50- 0.76% |
$1.55K - $1.63K
|
6.54K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-91- 0.53% |
$2.82K - $2.96K
|
17.2K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-92- 0.47% |
$2.85K - $2.99K
|
19.5K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 66.67% |
$3.1K - $3.25K
|
50
$1.65K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139- 0.55% |
$4.31K - $4.52K
|
24.9K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-296- 3.11% |
$9.18K - $9.63K
|
9.22K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-300- 1.04% |
$9.31K - $9.76K
|
28.5K
$944K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-676- 5.97% |
$21K - $22K
|
10.7K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-721- 3.44% |
$22.4K - $23.5K
|
20.2K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-754- 8.12% |
$23.4K - $24.5K
|
8.54K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.09K- 10.63% |
$33.8K - $35.5K
|
9.16K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 5.14% |
$38.5K - $40.3K
|
22.9K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.26K- 11.42% |
$39.1K - $41K
|
9.78K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 1.83% |
$43.4K - $45.6K
|
75.1K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.83K- 12.15% |
$56.8K - $59.6K
|
13.2K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 19.64% |
$94.7K - $99.4K
|
12.5K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.35K- 2.68% |
$104K - $109K
|
122K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.56K- 5.8% |
$141K - $148K
|
74K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.49K- 44.78% |
$170K - $179K
|
6.77K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.79K- 16.93% |
$211K - $221K
|
33.3K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.53K- 93.91% |
$233K - $245K
|
488
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 38.44% |
$394K - $413K
|
20.3K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.2K- 45.26% |
$659K - $691K
|
25.7K
$850K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-23.9K- 96.84% |
$741K - $778K
|
781
$25.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-32.7K- 55.6% |
$1.01M - $1.06M
|
26.1K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-36.7K- 69.32% |
$1.14M - $1.2M
|
16.3K
$538K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-74.1K- 76.06% |
$2.3M - $2.41M
|
23.3K
$772K
|