Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
123K+ 80.72% |
$3.86M - $4.09M
|
276K
$9.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
37.4K+ 6.84% |
$1.17M - $1.24M
|
584K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$744K - $790K
|
23.8K
$810K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.69KNew |
$303K - $322K
|
9.69K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8K+ 74.27% |
$275K - $292K
|
20.6K
$704K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.27K+ 6.94% |
$228K - $242K
|
112K
$3.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$200K - $213K
|
6.4K
$218K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.45KNew |
$139K - $148K
|
4.45K
$152K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.31K+ 18.56% |
$135K - $143K
|
27.5K
$939K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.2K+ 1.54% |
$100K - $106K
|
210K
$7.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 40.4% |
$90.4K - $95.9K
|
10K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.1K+ 5.0% |
$34.4K - $36.6K
|
23.1K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
614+ 3.57% |
$19.2K - $20.4K
|
17.8K
$608K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
182+ 2.68% |
$5.7K - $6.05K
|
6.98K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
105+ 1.55% |
$3.29K - $3.49K
|
6.89K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
39+ 36.79% |
$1.22K - $1.3K
|
145
$4.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.06% |
$407 - $432
|
22K
$751K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.01% |
$125 - $133
|
44.4K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-126- 6.61% |
$3.95K - $4.19K
|
1.78K
$60.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-153- 55.23% |
$4.79K - $5.08K
|
124
$4.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-159- 2.23% |
$4.98K - $5.28K
|
6.97K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-175- 1.32% |
$5.48K - $5.82K
|
13K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-200- 15.02% |
$6.26K - $6.65K
|
1.13K
$38.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-238- 0.53% |
$7.45K - $7.91K
|
44.9K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-280- 0.88% |
$8.77K - $9.3K
|
31.5K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-498- 6.53% |
$15.6K - $16.5K
|
7.13K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-521- 1.85% |
$16.3K - $17.3K
|
27.7K
$944K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-753- 19.62% |
$23.6K - $25K
|
3.08K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-914- 12.29% |
$28.6K - $30.4K
|
6.52K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 4.85% |
$42K - $44.5K
|
26.3K
$896K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 3.71% |
$54.6K - $58K
|
45.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 16.87% |
$79K - $83.8K
|
12.4K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 8.24% |
$105K - $111K
|
37.3K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.91K- 57.84% |
$122K - $130K
|
2.85K
$97.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-23.3K- 97.95% |
$730K - $775K
|
489
$16.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-32.3K- 65.37% |
$1.01M - $1.07M
|
17.1K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-157K- 48.96% |
$4.91M - $5.21M
|
163K
$5.58M
|