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 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 41.9% |
N/A
|
14.6K
$0
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10.6K- 9.58% |
N/A
|
99.8K
$0
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-10.7K- 23.86% |
N/A
|
34K
$0
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-16.6K- 46.13% |
N/A
|
19.4K
$0
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.6K- 38.49% |
N/A
|
28K
$0
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-19.4K- 50.63% |
N/A
|
18.9K
$0
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-263K- 73.32% |
N/A
|
95.8K
$0
|