Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT) 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 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
830K+ 2007.29% |
$28.7M - $29.6M
|
871K
$31.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
165KNew |
$5.72M - $5.89M
|
165K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
101KNew |
$3.5M - $3.61M
|
101K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41.5K+ 82.34% |
$1.44M - $1.48M
|
91.9K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
39.1K+ 546.58% |
$1.36M - $1.4M
|
46.3K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.3K+ 65.38% |
$669K - $690K
|
48.9K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
17.6KNew |
$611K - $630K
|
17.6K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16.4K+ 175.19% |
$568K - $585K
|
25.7K
$925K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.44KNew |
$258K - $266K
|
7.44K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.42K+ 89.46% |
$153K - $158K
|
9.35K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 29.81% |
$74K - $76.3K
|
9.31K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
413+ 7.0% |
$14.3K - $14.8K
|
6.31K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
397+ 2.81% |
$13.8K - $14.2K
|
14.5K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
150+ 1.41% |
$5.2K - $5.36K
|
10.8K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-90- 0.34% |
$3.12K - $3.21K
|
26.1K
$937K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.31K- 16.55% |
$45.4K - $46.8K
|
6.61K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 16.28% |
$45.6K - $47K
|
6.76K
$243K
|