Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
493K+ 1068.94% |
$14.5M - $15.2M
|
540K
$17.1M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.2KNew |
$1.03M - $1.08M
|
35.2K
$1.12M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.6KNew |
$841K - $882K
|
28.6K
$907K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 55.9% |
$818K - $857K
|
77.6K
$2.46M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23.4K+ 1011.43% |
$686K - $720K
|
25.7K
$813K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.1KNew |
$589K - $618K
|
20.1K
$636K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
19.1K+ 3501.28% |
$560K - $588K
|
19.6K
$622K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.3KNew |
$508K - $533K
|
17.3K
$548K
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.9KNew |
$379K - $398K
|
12.9K
$409K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$337K - $354K
|
11.5K
$364K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
11KNew |
$323K - $339K
|
11K
$348K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.8KNew |
$318K - $333K
|
10.8K
$343K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$316K - $331K
|
10.8K
$341K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
10.5KNew |
$307K - $322K
|
10.5K
$331K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 131.95% |
$299K - $314K
|
17.9K
$568K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$297K - $311K
|
10.1K
$320K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.81K+ 64.12% |
$288K - $302K
|
25.1K
$795K
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.97KNew |
$234K - $246K
|
7.97K
$253K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.75KNew |
$228K - $239K
|
7.75K
$245K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.94K+ 20.28% |
$204K - $214K
|
41.2K
$1.3M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$195K - $205K
|
6.64K
$210K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.6KNew |
$194K - $203K
|
6.6K
$209K
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.59KNew |
$194K - $203K
|
6.59K
$209K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.59KNew |
$164K - $172K
|
5.59K
$177K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.6K+ 2.12% |
$76.5K - $80.2K
|
125K
$3.96M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.12K+ 9.7% |
$62.1K - $65.2K
|
23.9K
$758K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.02KNew |
$59.2K - $62.1K
|
2.02K
$63.8K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
990+ 4.28% |
$29.1K - $30.5K
|
24.1K
$763K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
710New |
$20.9K - $21.9K
|
710
$22.5K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
213KNew |
$5.68M - $6.26M
|
213K
$6.73M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.6K+ 138.51% |
$576K - $635K
|
37.1K
$1.18M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
346New |
$9.25K - $10.2K
|
346
$11K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32K+ 187.15% |
$877K - $904K
|
49.1K
$1.55M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$247 - $254
|
9
$285
|
|
Q2 2023 | |||||||
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
96.6KNew |
$2.56M - $2.69M
|
96.6K
$3.06M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$369K - $388K
|
13.9K
$441K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$226K - $237K
|
8.52K
$270K
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2KNew |
$53K - $55.7K
|
2K
$63.3K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
17.8KNew |
$457K - $474K
|
17.8K
$564K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.31KNew |
$239K - $248K
|
9.31K
$295K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$76.2K - $79.1K
|
2.97K
$94.1K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.3KNew |
$33.4K - $34.6K
|
1.3K
$41.2K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
800New |
$20.5K - $21.3K
|
800
$25.3K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
789+ 1408.93% |
$20.3K - $21K
|
845
$26.8K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
231New |
$5.93K - $6.15K
|
231
$7.32K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
206+ 1.66% |
$5.29K - $5.49K
|
12.6K
$398K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
83+ 47.16% |
$2.13K - $2.21K
|
259
$8.2K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$1.28K - $1.33K
|
50
$1.58K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
27New |
$693 - $719
|
27
$855
|