Purchases and Sales Made in Q4 2024 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
273K+ 23.44% |
$9.48M - $9.81M
|
1.43M
$51.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
119KNew |
$4.13M - $4.27M
|
119K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
95K+ 650.79% |
$3.31M - $3.42M
|
110K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
23.2KNew |
$807K - $835K
|
23.2K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
21KNew |
$731K - $756K
|
21K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13.4KNew |
$466K - $482K
|
13.4K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.77KNew |
$340K - $351K
|
9.77K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.11K+ 63.3% |
$247K - $256K
|
18.3K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.1KNew |
$212K - $220K
|
6.1K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.83KNew |
$203K - $210K
|
5.83K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.68KNew |
$197K - $204K
|
5.68K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
340+ 2.31% |
$11.8K - $12.2K
|
15K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.15% |
$348 - $360
|
6.82K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 0.17% |
$1.01K - $1.04K
|
17.4K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 1.16% |
$1.22K - $1.26K
|
2.97K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-119- 0.38% |
$4.14K - $4.28K
|
30.9K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 21.05% |
$4.17K - $4.32K
|
450
$16.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-176- 6.21% |
$6.12K - $6.33K
|
2.66K
$96.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-250- 1.25% |
$8.7K - $9K
|
19.7K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 0.84% |
$10.4K - $10.8K
|
35.4K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-403- 2.94% |
$14K - $14.5K
|
13.3K
$481K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-498- 0.2% |
$17.3K - $17.9K
|
244K
$8.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-550- 8.24% |
$19.1K - $19.8K
|
6.13K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-822- 0.47% |
$28.6K - $29.6K
|
174K
$6.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-900- 7.95% |
$31.3K - $32.4K
|
10.4K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 17.59% |
$37K - $38.3K
|
4.99K
$180K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 5.25% |
$37.6K - $38.9K
|
19.5K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.1K- 13.84% |
$38.3K - $39.6K
|
6.85K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 2.37% |
$38.4K - $39.7K
|
45.4K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 10.35% |
$43.4K - $44.9K
|
10.8K
$390K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.41K- 6.47% |
$49K - $50.7K
|
20.4K
$737K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.77K- 13.19% |
$61.4K - $63.5K
|
11.6K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.9K- 9.66% |
$66K - $68.3K
|
17.8K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 22.7% |
$88.7K - $91.8K
|
8.69K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.72% |
$109K - $112K
|
112K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.05K- 25.51% |
$141K - $146K
|
11.8K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.48K- 7.92% |
$156K - $161K
|
52.1K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.73K- 24.5% |
$164K - $170K
|
14.6K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.46K- 15.46% |
$259K - $269K
|
40.8K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-9.38K- 5.59% |
$326K - $338K
|
158K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.76K- 56.11% |
$340K - $351K
|
7.64K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 99.09% |
$377K - $390K
|
100
$3.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.7K- 57.01% |
$512K - $529K
|
11.1K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18.3K- 6.96% |
$635K - $657K
|
244K
$8.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-20.9K- 57.92% |
$726K - $751K
|
15.2K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-48.2K- 68.44% |
$1.68M - $1.74M
|
22.2K
$804K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58K- 34.19% |
$2.02M - $2.09M
|
112K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-83.2K- 85.06% |
$2.89M - $2.99M
|
14.6K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-182K- 52.38% |
$6.32M - $6.54M
|
165K
$5.97M
|