Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG) 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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7K+ 225.19% |
$1.12M - $1.19M
|
47.2K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.6K+ 14.21% |
$534K - $567K
|
125K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 11.73% |
$449K - $477K
|
125K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$354K - $376K
|
10.3K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 57.18% |
$348K - $370K
|
27.9K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.32KNew |
$217K - $230K
|
6.32K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.25KNew |
$214K - $228K
|
6.25K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.01K+ 32.78% |
$206K - $219K
|
24.4K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.88K+ 12205.0% |
$167K - $178K
|
4.92K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 19.81% |
$80.2K - $85.2K
|
14.1K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.74K+ 7.83% |
$59.8K - $63.5K
|
24K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
819+ 293.55% |
$28.1K - $29.8K
|
1.1K
$41.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
756+ 25.75% |
$25.9K - $27.5K
|
3.69K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
743New |
$25.5K - $27.1K
|
743
$27.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
234+ 1.75% |
$8.02K - $8.52K
|
13.6K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-16- 0.26% |
$548 - $583
|
6.09K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-47- 1.77% |
$1.61K - $1.71K
|
2.61K
$97.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-71- 0.37% |
$2.43K - $2.59K
|
19.3K
$721K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-105- 37.37% |
$3.6K - $3.83K
|
176
$6.59K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-187- 1.69% |
$6.41K - $6.81K
|
10.9K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-254- 3.04% |
$8.71K - $9.25K
|
8.1K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-392- 2.01% |
$13.4K - $14.3K
|
19.1K
$716K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-544- 4.09% |
$18.6K - $19.8K
|
12.8K
$478K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-587- 2.53% |
$20.1K - $21.4K
|
22.6K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.86% |
$34.3K - $36.4K
|
24.9K
$934K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.04K- 4.4% |
$35.5K - $37.7K
|
22.5K
$843K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.25K- 8.61% |
$43K - $45.6K
|
13.3K
$498K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.41K- 8.05% |
$48.3K - $51.3K
|
16.1K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.87K- 8.41% |
$64.1K - $68.2K
|
20.4K
$763K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2K- 14.29% |
$68.6K - $72.9K
|
12K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.25K- 7.65% |
$77.1K - $81.9K
|
27.2K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 22.01% |
$81.5K - $86.6K
|
8.42K
$315K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 18.55% |
$88.9K - $94.5K
|
11.4K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.74K- 3.34% |
$93.8K - $99.7K
|
79.1K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.75K- 8.89% |
$94.1K - $100K
|
28.1K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.25K- 29.64% |
$111K - $118K
|
7.71K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.41K- 7.51% |
$117K - $124K
|
42K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.53K- 6.78% |
$121K - $129K
|
48.6K
$1.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.89K- 77.95% |
$133K - $142K
|
1.1K
$41.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.25K- 36.58% |
$146K - $155K
|
7.36K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.26K- 24.41% |
$146K - $155K
|
13.2K
$494K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 29.69% |
$168K - $179K
|
11.6K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.81K- 13.89% |
$199K - $212K
|
36K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-5.89K- 3.72% |
$202K - $214K
|
152K
$5.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.95K- 29.2% |
$204K - $217K
|
14.4K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.28K- 17.84% |
$249K - $265K
|
33.5K
$1.26M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9.31K- 6.96% |
$319K - $339K
|
124K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-10.3K- 44.37% |
$353K - $375K
|
12.9K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 10.7% |
$638K - $678K
|
155K
$5.81M
|