Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
213K+ 218.73% |
$7.08M - $7.57M
|
311K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
206KNew |
$6.82M - $7.29M
|
206K
$7.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
44.5K+ 102.03% |
$1.48M - $1.58M
|
88.1K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.9KNew |
$1.29M - $1.38M
|
38.9K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.5K+ 9.73% |
$779K - $834K
|
265K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18KNew |
$596K - $637K
|
18K
$629K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$507K - $542K
|
15.3K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$506K - $541K
|
15.2K
$534K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.4K+ 6.29% |
$479K - $512K
|
244K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.12KNew |
$269K - $288K
|
8.12K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.34KNew |
$177K - $189K
|
5.34K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.91K+ 222.45% |
$163K - $174K
|
7.12K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82K+ 19.03% |
$60.4K - $64.6K
|
11.4K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
775+ 5.18% |
$25.7K - $27.5K
|
15.7K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
625New |
$20.7K - $22.2K
|
625
$21.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
506+ 0.87% |
$16.8K - $18K
|
58.5K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
121+ 0.89% |
$4.01K - $4.29K
|
13.8K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
97New |
$3.22K - $3.44K
|
97
$3.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
27+ 1.09% |
$896 - $958
|
2.5K
$87.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14+ 3.11% |
$464 - $497
|
464
$16.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-22- 0.17% |
$730 - $781
|
13K
$454K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25- 0.11% |
$829 - $887
|
23.4K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 0.17% |
$1.06K - $1.14K
|
18.4K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.47% |
$4.18K - $4.47K
|
26.9K
$943K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-136- 0.65% |
$4.51K - $4.83K
|
20.7K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-202- 1.43% |
$6.7K - $7.17K
|
13.9K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-210- 0.46% |
$6.97K - $7.45K
|
45.1K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300- 7.14% |
$9.95K - $10.6K
|
3.9K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-517- 2.84% |
$17.1K - $18.3K
|
17.7K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-687Closed |
$22.8K - $24.4K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-955- 8.43% |
$31.7K - $33.9K
|
10.4K
$364K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.02K- 10.36% |
$33.8K - $36.2K
|
8.81K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 4.99% |
$41.4K - $44.2K
|
23.8K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.38K- 10.54% |
$45.8K - $49K
|
11.7K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.86K- 3.5% |
$61.7K - $66K
|
51.3K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.92K- 13.86% |
$63.7K - $68.1K
|
11.9K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 10.55% |
$73.1K - $78.2K
|
18.7K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.57K- 1.02% |
$85.3K - $91.3K
|
248K
$8.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 3.61% |
$86K - $92K
|
69.3K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.03K- 7.58% |
$100K - $107K
|
36.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 11.58% |
$115K - $123K
|
26.5K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.61K- 35.32% |
$120K - $128K
|
6.61K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.72K- 72.06% |
$156K - $167K
|
1.83K
$64.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.75K- 4.14% |
$191K - $204K
|
133K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.12K- 43.15% |
$203K - $217K
|
8.06K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 35.3% |
$478K - $511K
|
26.4K
$925K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 36.12% |
$483K - $516K
|
25.7K
$901K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 48.9% |
$485K - $519K
|
15.3K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-24.5K- 82.89% |
$811K - $868K
|
5.05K
$177K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-57.5K- 22.11% |
$1.91M - $2.04M
|
203K
$7.1M
|