Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN) 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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28K+ 212.08% |
$916K - $971K
|
41.2K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16K+ 13.02% |
$523K - $554K
|
139K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.6K+ 61.18% |
$412K - $436K
|
33.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.91KNew |
$226K - $239K
|
6.91K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.3K+ 27.3% |
$206K - $218K
|
29.4K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.18K+ 100.0% |
$169K - $179K
|
10.4K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.11K+ 38.8% |
$134K - $142K
|
14.7K
$516K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$49K - $52K
|
1.5K
$52.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
148New |
$4.84K - $5.13K
|
148
$5.2K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
116+ 2.68% |
$3.79K - $4.02K
|
4.45K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50+ 0.51% |
$1.63K - $1.73K
|
9.82K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7- 0.03% |
$229 - $243
|
26.2K
$919K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.09% |
$654 - $693
|
21.9K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-33- 0.25% |
$1.08K - $1.14K
|
13K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-65- 2.28% |
$2.12K - $2.25K
|
2.79K
$97.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-72- 0.27% |
$2.35K - $2.5K
|
26.1K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-133- 1.93% |
$4.35K - $4.61K
|
6.77K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-161- 2.23% |
$5.26K - $5.58K
|
7.07K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-290- 2.32% |
$9.48K - $10.1K
|
12.2K
$428K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-294- 1.34% |
$9.61K - $10.2K
|
21.7K
$762K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-634- 18.5% |
$20.7K - $22K
|
2.79K
$98.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-751- 4.13% |
$24.6K - $26K
|
17.4K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-851- 12.22% |
$27.8K - $29.5K
|
6.11K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-930- 3.75% |
$30.4K - $32.2K
|
23.8K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-975- 2.23% |
$31.9K - $33.8K
|
42.7K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.44K- 8.59% |
$47.1K - $50K
|
15.4K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 18.64% |
$69.1K - $73.2K
|
9.22K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 5.95% |
$72.6K - $77K
|
35.1K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.72K- 15.78% |
$220K - $233K
|
35.9K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.49K- 3.97% |
$278K - $294K
|
205K
$7.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.23K- 5.68% |
$302K - $320K
|
153K
$5.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-54K- 31.15% |
$1.77M - $1.87M
|
119K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.8K- 80.23% |
$2.22M - $2.35M
|
16.7K
$587K
|