Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR) 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
|
- |
109KNew |
$3.78M - $3.91M
|
109K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
43.6KNew |
$1.51M - $1.56M
|
43.6K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.9KNew |
$588K - $608K
|
16.9K
$617K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
16.6KNew |
$575K - $596K
|
16.6K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
14.4KNew |
$501K - $518K
|
14.4K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.5K+ 124.58% |
$364K - $377K
|
18.9K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.59K+ 8.64% |
$55.2K - $57.1K
|
20K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 9.84% |
$50.8K - $52.5K
|
16.3K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.04KNew |
$36.2K - $37.5K
|
1.04K
$38.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
562+ 195.14% |
$19.5K - $20.2K
|
850
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
527+ 3.41% |
$18.3K - $18.9K
|
16K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.05% |
$312 - $323
|
16.8K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 12.92% |
$1.08K - $1.11K
|
209
$7.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 1.84% |
$1.7K - $1.76K
|
2.62K
$95.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 4.05% |
$2.4K - $2.48K
|
1.64K
$59.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-158- 0.84% |
$5.49K - $5.68K
|
18.7K
$681K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 0.26% |
$8.68K - $8.98K
|
97.5K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-526- 14.96% |
$18.3K - $18.9K
|
2.99K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-749- 9.81% |
$26K - $26.9K
|
6.89K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-913- 5.02% |
$31.7K - $32.8K
|
17.3K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 3.94% |
$36K - $37.3K
|
25.3K
$922K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.48K- 5.93% |
$51.5K - $53.3K
|
23.5K
$858K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.64K- 3.63% |
$57.1K - $59.1K
|
43.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.96K- 0.7% |
$67.9K - $70.3K
|
277K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 11.76% |
$72.7K - $75.2K
|
15.7K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.56K- 28.15% |
$88.9K - $92K
|
6.54K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.3K- 10.54% |
$114K - $118K
|
28K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.3K- 5.58% |
$115K - $119K
|
55.9K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.66K- 15.56% |
$197K - $203K
|
30.7K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.9K- 7.83% |
$205K - $212K
|
69.4K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.56K- 24.62% |
$228K - $236K
|
20.1K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.19K- 29.28% |
$284K - $294K
|
19.8K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.32K- 11.58% |
$324K - $335K
|
71.2K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-16.9K- 36.39% |
$587K - $608K
|
29.6K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.7K- 54.31% |
$927K - $960K
|
22.5K
$819K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-51.5K- 39.62% |
$1.79M - $1.85M
|
78.4K
$2.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-447K- 91.69% |
$15.5M - $16M
|
40.5K
$1.48M
|