Purchases and Sales Made in Q1 2025 in Innovator Laddered Fund Of U.S (KOCT)
This table provides information about the institutional ownership of Innovator Laddered Fund Of U.S (KOCT) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR LADDERED FUND OF U.S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
37.4KNew |
N/A
|
37.4K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.7KNew |
N/A
|
23.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.1KNew |
N/A
|
22.1K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$0
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.1K+ 75.07% |
N/A
|
49.2K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
18.7KNew |
N/A
|
18.7K
$0
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.14K+ 3.75% |
N/A
|
115K
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.91KNew |
N/A
|
3.91K
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.46K+ 49.27% |
N/A
|
10.5K
$0
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.96K+ 22.71% |
N/A
|
10.6K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.54K+ 1.76% |
N/A
|
89.5K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.3K+ 3.55% |
N/A
|
37.9K
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.2K+ 3.48% |
N/A
|
35.6K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
985+ 7.72% |
N/A
|
13.7K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
848+ 3.28% |
N/A
|
26.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
728+ 4.87% |
N/A
|
15.7K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
620New |
N/A
|
620
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
389+ 4.81% |
N/A
|
8.47K
$0
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
300+ 0.12% |
N/A
|
254K
$0
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
172+ 0.48% |
N/A
|
36.1K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
165+ 6.31% |
N/A
|
2.78K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 0.51% |
N/A
|
19.7K
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100- 2.24% |
N/A
|
4.37K
$0
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-110- 0.56% |
N/A
|
19.5K
$0
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-125- 0.54% |
N/A
|
23.2K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-310- 50.0% |
N/A
|
310
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-572- 3.29% |
N/A
|
16.8K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-600- 7.32% |
N/A
|
7.6K
$0
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-649- 0.91% |
N/A
|
70.7K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-650- 2.8% |
N/A
|
22.5K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-664- 4.72% |
N/A
|
13.4K
$0
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-670- 4.26% |
N/A
|
15.1K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-714- 1.91% |
N/A
|
36.7K
$0
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-856- 3.98% |
N/A
|
20.7K
$0
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-894- 0.73% |
N/A
|
121K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.05K- 2.2% |
N/A
|
46.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.16% |
N/A
|
31.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 9.88% |
N/A
|
13.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.92K- 12.79% |
N/A
|
13.1K
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.96K- 6.92% |
N/A
|
26.3K
$0
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2K- 20.2% |
N/A
|
7.9K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.4K- 7.0% |
N/A
|
31.8K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.86K- 3.17% |
N/A
|
87.6K
$0
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.44K- 20.1% |
N/A
|
13.7K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.97K- 2.68% |
N/A
|
144K
$0
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4K- 16.04% |
N/A
|
20.9K
$0
|