Purchases and Sales Made in Q1 2025 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 2025. 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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
49.8K+ 101.67% |
$1.46M - $1.58M
|
98.8K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
43.7K+ 191.15% |
$1.28M - $1.39M
|
66.5K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.1KNew |
$591K - $639K
|
20.1K
$613K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.5K+ 7.61% |
$454K - $491K
|
218K
$6.66M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 34.88% |
$420K - $454K
|
55.2K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$377K - $407K
|
12.8K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.12KNew |
$239K - $258K
|
8.12K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.88KNew |
$202K - $219K
|
6.88K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.16K+ 5491.49% |
$152K - $164K
|
5.26K
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.44KNew |
$101K - $109K
|
3.44K
$105K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 10.08% |
$92.9K - $100K
|
34.5K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.64K+ 14.86% |
$77.5K - $83.8K
|
20.4K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.49K+ 7.95% |
$43.7K - $47.3K
|
20.2K
$615K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.2K+ 24.79% |
$35.3K - $38.1K
|
6.04K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.15K+ 2.39% |
$33.8K - $36.6K
|
49.3K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
778+ 4.72% |
$22.9K - $24.7K
|
17.3K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
593New |
$17.4K - $18.9K
|
593
$18.1K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
510New |
$15K - $16.2K
|
510
$15.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
258+ 115.18% |
$7.59K - $8.2K
|
482
$14.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
94+ 0.11% |
$2.76K - $2.99K
|
89.6K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 0.2% |
$235 - $254
|
4.06K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.21% |
$294 - $318
|
4.7K
$143K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37- 0.3% |
$1.09K - $1.18K
|
12.1K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57- 0.15% |
$1.68K - $1.81K
|
38.4K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-201- 3.08% |
$5.91K - $6.39K
|
6.33K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-245- 1.3% |
$7.21K - $7.79K
|
18.6K
$568K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 6.28% |
$8.82K - $9.54K
|
4.48K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-304- 1.21% |
$8.94K - $9.66K
|
24.9K
$759K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 2.98% |
$10.3K - $11.1K
|
11.4K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-524- 1.71% |
$15.4K - $16.7K
|
30.2K
$920K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-551- 4.83% |
$16.2K - $17.5K
|
10.9K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-605- 2.41% |
$17.8K - $19.2K
|
24.5K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-655- 5.29% |
$19.3K - $20.8K
|
11.7K
$357K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-714- 4.99% |
$21K - $22.7K
|
13.6K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-770Closed |
$22.6K - $24.5K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1K- 1.31% |
$29.4K - $31.8K
|
75.6K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.78K- 6.35% |
$52.3K - $56.6K
|
26.3K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.4K- 0.84% |
$70.6K - $76.3K
|
283K
$8.63M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 19.6% |
$72.7K - $78.6K
|
10.1K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.89K- 16.29% |
$85K - $91.8K
|
14.8K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.76K- 5.22% |
$111K - $120K
|
68.3K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 7.17% |
$124K - $134K
|
54.7K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.76K- 41.55% |
$169K - $183K
|
8.1K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.71K- 10.64% |
$197K - $213K
|
56.4K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.19K- 38.44% |
$212K - $229K
|
11.5K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.65K- 8.21% |
$284K - $307K
|
108K
$3.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-15.9K- 7.77% |
$468K - $506K
|
189K
$5.75M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.8K- 16.82% |
$641K - $693K
|
108K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 18.11% |
$775K - $837K
|
119K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.7K- 20.33% |
$784K - $847K
|
104K
$3.19M
|