Purchases and Sales Made in Q2 2024 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 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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
493K+ 930.55% |
$15.3M - $15.8M
|
546K
$18.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
159K+ 329.41% |
$4.92M - $5.09M
|
207K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
49.5KNew |
$1.53M - $1.58M
|
49.5K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
45.8K+ 77.46% |
$1.42M - $1.47M
|
105K
$3.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.7KNew |
$1.26M - $1.3M
|
40.7K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
36.3K+ 449.17% |
$1.12M - $1.16M
|
44.4K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
31.8KNew |
$982K - $1.02M
|
31.8K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
28.2KNew |
$872K - $903K
|
28.2K
$962K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
22.9KNew |
$710K - $735K
|
22.9K
$783K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
22KNew |
$681K - $705K
|
22K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.2KNew |
$532K - $551K
|
17.2K
$587K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
15K+ 170.63% |
$464K - $481K
|
23.8K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 43.49% |
$441K - $457K
|
47.1K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.2KNew |
$408K - $423K
|
13.2K
$451K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.48KNew |
$293K - $304K
|
9.48K
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.62KNew |
$236K - $244K
|
7.62K
$260K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.15KNew |
$221K - $229K
|
7.15K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.13KNew |
$220K - $228K
|
7.13K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.79KNew |
$210K - $217K
|
6.79K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.76KNew |
$209K - $217K
|
6.76K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41KNew |
$198K - $205K
|
6.41K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.24K+ 1.66% |
$162K - $168K
|
320K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.84K+ 26.34% |
$150K - $155K
|
23.2K
$792K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.23K+ 51.19% |
$131K - $135K
|
12.5K
$426K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.85K+ 107.53% |
$119K - $123K
|
7.44K
$254K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.41K+ 12.28% |
$74.4K - $77K
|
22K
$750K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 116.53% |
$67.6K - $70K
|
4.06K
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 1.86% |
$48.6K - $50.3K
|
86K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.33KNew |
$41.2K - $42.7K
|
1.33K
$45.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.25K+ 4.8% |
$38.7K - $40.1K
|
27.3K
$932K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
925+ 4.55% |
$28.6K - $29.6K
|
21.3K
$725K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
588+ 4.09% |
$18.2K - $18.8K
|
15K
$510K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
171New |
$5.29K - $5.48K
|
171
$5.83K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
144New |
$4.45K - $4.61K
|
144
$4.91K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
126+ 7.07% |
$3.9K - $4.04K
|
1.91K
$65K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$680 - $705
|
22
$750
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-86- 23.69% |
$2.66K - $2.75K
|
277
$9.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-469- 3.27% |
$14.5K - $15K
|
13.9K
$473K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.26K- 24.97% |
$70K - $72.5K
|
6.8K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.93K- 19.82% |
$90.5K - $93.8K
|
11.8K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.13K- 96.73% |
$96.9K - $100K
|
106
$3.62K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.25K- 35.58% |
$131K - $136K
|
7.69K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.43K- 16.42% |
$168K - $174K
|
27.6K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 60.5% |
$363K - $376K
|
7.67K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-23.3K- 13.22% |
$719K - $745K
|
153K
$5.21M
|