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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.53K- 19.44% |
$230K - $242K
|
27.1K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.65K- 67.64% |
$304K - $321K
|
4.14K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.4K- 3.55% |
$331K - $349K
|
255K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 34.94% |
$373K - $394K
|
19.8K
$780K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 53.58% |
$548K - $578K
|
13.5K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.7K- 67.54% |
$589K - $621K
|
8.04K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.9K- 21.15% |
$807K - $852K
|
85.5K
$3.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-24.3K- 15.54% |
$854K - $900K
|
132K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.5K- 35.67% |
$1.92M - $2.02M
|
98.3K
$3.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-237K- 89.18% |
$8.34M - $8.79M
|
28.7K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-403K- 88.46% |
$14.2M - $14.9M
|
52.5K
$2.07M
|