Purchases and Sales Made in Q4 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 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 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
169KNew |
$6.42M - $6.59M
|
169K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
63.9KNew |
$2.43M - $2.49M
|
63.9K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.4K+ 191.19% |
$469K - $482K
|
18.8K
$744K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
5.58KNew |
$212K - $217K
|
5.58K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.29KNew |
$125K - $128K
|
3.29K
$130K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
991+ 4.06% |
$37.6K - $38.6K
|
25.4K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
138+ 1.05% |
$5.24K - $5.38K
|
13.3K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 2.05% |
$1.9K - $1.95K
|
2.39K
$94.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-121- 1.21% |
$4.59K - $4.71K
|
9.89K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-129- 1.5% |
$4.9K - $5.02K
|
8.44K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-561- 2.57% |
$21.3K - $21.9K
|
21.3K
$841K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-566- 34.87% |
$21.5K - $22K
|
1.06K
$41.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-594- 0.69% |
$22.6K - $23.1K
|
85.9K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-903- 2.01% |
$34.3K - $35.2K
|
44.1K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.02K- 16.21% |
$38.5K - $39.5K
|
5.25K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.38K- 33.35% |
$356K - $365K
|
18.7K
$740K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 59.6% |
$386K - $396K
|
6.9K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-14.7K- 21.16% |
$559K - $574K
|
54.9K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.7K- 3.52% |
$749K - $768K
|
540K
$21.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.2K- 15.12% |
$919K - $943K
|
136K
$5.37M
|