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
$33.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
373KNew |
$12.9M - $13.3M
|
373K
$14.3M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
276KNew |
$9.55M - $9.85M
|
276K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
174KNew |
$6.04M - $6.23M
|
174K
$6.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
165KNew |
$5.72M - $5.89M
|
165K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
101KNew |
$3.5M - $3.61M
|
101K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
88.5KNew |
$3.07M - $3.16M
|
88.5K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
60.6KNew |
$2.1M - $2.17M
|
60.6K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
45.5KNew |
$1.58M - $1.63M
|
45.5K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41.5K+ 82.34% |
$1.44M - $1.48M
|
91.9K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
40.5KNew |
$1.4M - $1.45M
|
40.5K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
39.1K+ 546.58% |
$1.36M - $1.4M
|
46.3K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.9K+ 214.15% |
$1.35M - $1.39M
|
57.1K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32.1K+ 11353.36% |
$1.11M - $1.15M
|
32.4K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31KNew |
$1.07M - $1.11M
|
31K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.5K+ 38.37% |
$815K - $840K
|
84.8K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.9KNew |
$793K - $817K
|
22.9K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.7K+ 281.42% |
$718K - $740K
|
28.1K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.3K+ 65.38% |
$669K - $690K
|
48.9K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
17.6KNew |
$611K - $630K
|
17.6K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16.4K+ 175.19% |
$568K - $585K
|
25.7K
$987K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
15.9KNew |
$549K - $567K
|
15.9K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$506K - $522K
|
14.6K
$560K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$493K - $508K
|
14.2K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.7K+ 99.44% |
$476K - $490K
|
27.5K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$474K - $489K
|
13.7K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13.1K+ 42.48% |
$453K - $467K
|
43.8K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.5K+ 78.97% |
$398K - $411K
|
26.1K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$382K - $393K
|
11K
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
9.58KNew |
$332K - $342K
|
9.58K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9KNew |
$312K - $321K
|
9K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.58KNew |
$297K - $306K
|
8.58K
$329K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.44KNew |
$258K - $266K
|
7.44K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.24K+ 22.26% |
$216K - $223K
|
34.3K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$203K - $210K
|
5.87K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.83K+ 1.8% |
$202K - $208K
|
330K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69KNew |
$197K - $203K
|
5.69K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.22K+ 13.13% |
$181K - $187K
|
45K
$1.73M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.78KNew |
$165K - $171K
|
4.78K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.42K+ 89.46% |
$153K - $158K
|
9.35K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.89K+ 19.12% |
$135K - $139K
|
24.3K
$930K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.35K+ 47.01% |
$116K - $119K
|
10.5K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 29.81% |
$74K - $76.3K
|
9.31K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.03KNew |
$70.2K - $72.4K
|
2.03K
$77.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.61K+ 27.89% |
$55.8K - $57.5K
|
7.39K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 17.04% |
$43.6K - $45K
|
8.65K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
716+ 179.0% |
$24.8K - $25.6K
|
1.12K
$42.8K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
569+ 1.05% |
$19.7K - $20.3K
|
54.6K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500New |
$17.3K - $17.9K
|
500
$19.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
413+ 7.0% |
$14.3K - $14.8K
|
6.31K
$242K
|