Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
292KNew |
$7.98M - $8.23M
|
292K
$9M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.1K+ 357.21% |
$2.13M - $2.2M
|
100K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35K+ 352.12% |
$957K - $986K
|
45K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
20.8KNew |
$568K - $585K
|
20.8K
$640K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
20.2KNew |
$552K - $569K
|
20.2K
$622K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 236.45% |
$497K - $512K
|
25.9K
$797K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
17.7KNew |
$485K - $500K
|
17.7K
$546K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
16.8KNew |
$460K - $474K
|
16.8K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 74.93% |
$360K - $371K
|
30.8K
$947K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.7K+ 14.29% |
$320K - $329K
|
93.6K
$2.88M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3K+ 53.4% |
$309K - $318K
|
32.5K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$292K - $301K
|
10.7K
$329K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
9.25KNew |
$253K - $261K
|
9.25K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.15KNew |
$223K - $230K
|
8.15K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.1K+ 9.24% |
$167K - $172K
|
72.1K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.26K+ 37.89% |
$116K - $120K
|
15.5K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.02K+ 5.67% |
$82.5K - $85K
|
56.3K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.98K+ 36.21% |
$81.4K - $83.9K
|
11.2K
$345K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
582+ 29.03% |
$15.9K - $16.4K
|
2.59K
$79.7K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
556+ 1.92% |
$15.2K - $15.7K
|
29.5K
$908K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
287+ 9.9% |
$7.84K - $8.08K
|
3.19K
$98.1K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
251+ 1.63% |
$6.86K - $7.07K
|
15.7K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29+ 0.21% |
$792 - $817
|
13.9K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-90- 0.79% |
$2.46K - $2.53K
|
11.3K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-704- 12.42% |
$19.2K - $19.8K
|
4.97K
$153K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 11.76% |
$32.7K - $33.7K
|
8.99K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.51K- 16.38% |
$41.1K - $42.4K
|
7.69K
$237K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.04K- 46.77% |
$55.7K - $57.4K
|
2.32K
$71.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.58K- 4.69% |
$70.5K - $72.7K
|
52.4K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.62K- 1.22% |
$71.4K - $73.6K
|
211K
$6.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.69K- 22.37% |
$73.5K - $75.8K
|
9.33K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.79K- 8.83% |
$76.1K - $78.5K
|
28.8K
$887K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.01K- 51.75% |
$82.3K - $84.8K
|
2.81K
$86.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.32K- 5.63% |
$90.7K - $93.5K
|
55.7K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.38K- 16.3% |
$92.2K - $95.1K
|
17.3K
$534K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.08K- 86.1% |
$112K - $115K
|
659
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.23K- 22.4% |
$115K - $119K
|
14.6K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.27K- 11.04% |
$144K - $149K
|
42.5K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-7.09K- 30.05% |
$194K - $200K
|
16.5K
$508K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.45K- 60.01% |
$204K - $210K
|
4.97K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.58K- 45.28% |
$207K - $214K
|
9.16K
$282K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.07K- 5.85% |
$220K - $227K
|
130K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20.7K- 56.6% |
$565K - $582K
|
15.9K
$488K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.8K- 19.24% |
$624K - $643K
|
95.9K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-86K- 89.96% |
$2.35M - $2.42M
|
9.6K
$296K
|