Purchases and Sales Made in Q2 2024 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) 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 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
44.3K+ 41.23% |
$1.56M - $1.65M
|
152K
$6M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38.7K+ 7.78% |
$1.36M - $1.44M
|
536K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1M - $1.06M
|
28.5K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$400K - $422K
|
11.4K
$449K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.7K+ 34.36% |
$376K - $396K
|
41.7K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.9KNew |
$348K - $367K
|
9.9K
$391K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.61KNew |
$268K - $282K
|
7.61K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.72KNew |
$237K - $249K
|
6.72K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.95K+ 462.18% |
$174K - $184K
|
6.02K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.38K+ 5.95% |
$154K - $162K
|
77.9K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.15KNew |
$111K - $117K
|
3.15K
$125K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.68K+ 16.18% |
$94.3K - $99.4K
|
19.2K
$760K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09K+ 36.26% |
$73.5K - $77.5K
|
7.84K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 10.85% |
$65.8K - $69.4K
|
19.1K
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65K+ 267.69% |
$58K - $61.2K
|
2.27K
$89.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.5KNew |
$52.9K - $55.8K
|
1.5K
$59.3K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.31K+ 137.92% |
$46.2K - $48.7K
|
2.27K
$89.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.31KNew |
$45.9K - $48.4K
|
1.31K
$51.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$45.7K - $48.2K
|
1.3K
$51.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.22K+ 12.28% |
$43K - $45.4K
|
11.2K
$441K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 21.03% |
$39.4K - $41.5K
|
6.44K
$254K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 4.72% |
$36.1K - $38K
|
22.8K
$899K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
652+ 7.88% |
$23K - $24.2K
|
8.92K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
423+ 257.93% |
$14.9K - $15.7K
|
587
$23.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
52New |
$1.83K - $1.93K
|
52
$2.05K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16- 0.06% |
$563 - $594
|
27.8K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-70- 0.86% |
$2.46K - $2.6K
|
8.05K
$318K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82- 0.48% |
$2.89K - $3.04K
|
17.1K
$674K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-140- 5.35% |
$4.93K - $5.2K
|
2.48K
$97.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-205- 2.06% |
$7.22K - $7.61K
|
9.77K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-217- 0.27% |
$7.64K - $8.06K
|
79.8K
$3.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-269- 2.24% |
$9.47K - $9.99K
|
11.7K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-350- 2.29% |
$12.3K - $13K
|
14.9K
$590K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-411- 63.13% |
$14.5K - $15.3K
|
240
$9.48K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-522- 0.6% |
$18.4K - $19.4K
|
87.2K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-655- 2.03% |
$23.1K - $24.3K
|
31.7K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-796- 9.08% |
$28K - $29.5K
|
7.97K
$315K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-833- 2.75% |
$29.3K - $30.9K
|
29.4K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.2K- 8.84% |
$42.2K - $44.5K
|
12.4K
$488K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.29K- 2.35% |
$45.5K - $48K
|
53.7K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.34K- 5.78% |
$47.2K - $49.7K
|
21.8K
$863K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.5K- 17.05% |
$52.8K - $55.7K
|
7.3K
$288K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.87K- 4.46% |
$65.7K - $69.3K
|
40K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.91K- 2.5% |
$67.1K - $70.8K
|
74.3K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.78K- 32.27% |
$97.8K - $103K
|
5.83K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.43K- 2.08% |
$121K - $127K
|
162K
$6.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.73K- 12.87% |
$131K - $138K
|
25.2K
$997K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-4.4K- 24.0% |
$155K - $163K
|
13.9K
$550K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.38K- 12.81% |
$189K - $200K
|
36.6K
$1.45M
|