Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJAN) 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
169KNew |
$6.42M - $6.59M
|
169K
$6.56M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78KNew |
$2.96M - $3.04M
|
78K
$3.03M
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
63.9KNew |
$2.43M - $2.49M
|
63.9K
$2.48M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
47.4KNew |
$1.8M - $1.85M
|
47.4K
$1.84M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21K+ 122.91% |
$799K - $819K
|
38.1K
$1.48M
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.4K+ 191.19% |
$469K - $482K
|
18.8K
$731K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 39.36% |
$450K - $462K
|
42K
$1.63M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$405K - $415K
|
10.7K
$413K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.3K+ 78.23% |
$315K - $323K
|
18.9K
$734K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
5.58KNew |
$212K - $217K
|
5.58K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.98KNew |
$151K - $155K
|
3.98K
$155K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.75K+ 7207.69% |
$142K - $146K
|
3.8K
$147K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.42KNew |
$130K - $133K
|
3.42K
$133K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.29KNew |
$125K - $128K
|
3.29K
$128K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.1K+ 18.37% |
$79.7K - $81.7K
|
13.5K
$525K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
991+ 4.06% |
$37.6K - $38.6K
|
25.4K
$985K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
586New |
$22.3K - $22.8K
|
586
$22.7K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
385New |
$14.6K - $15K
|
385
$14.9K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
385+ 47.24% |
$14.6K - $15K
|
1.2K
$46.6K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
241+ 64.78% |
$9.15K - $9.39K
|
613
$23.8K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
138+ 1.05% |
$5.24K - $5.38K
|
13.3K
$514K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.8K+ 59.35% |
$899K - $943K
|
66.5K
$2.58M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 68.97% |
$54.4K - $57.1K
|
3.68K
$143K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
981+ 11.25% |
$35.6K - $37.3K
|
9.7K
$376K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
779New |
$28.3K - $29.6K
|
779
$30.2K
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
721+ 8.08% |
$26.2K - $27.4K
|
9.64K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
170+ 1.22% |
$6.17K - $6.47K
|
14.1K
$547K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$980 - $1.03K
|
27
$1.05K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1M - $1.06M
|
28.5K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$400K - $422K
|
11.4K
$441K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.9KNew |
$348K - $367K
|
9.9K
$384K
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.61KNew |
$268K - $282K
|
7.61K
$295K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.15KNew |
$111K - $117K
|
3.15K
$122K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09K+ 36.26% |
$73.5K - $77.5K
|
7.84K
$304K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.5KNew |
$52.9K - $55.8K
|
1.5K
$58.3K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.31KNew |
$45.9K - $48.4K
|
1.31K
$50.6K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$45.7K - $48.2K
|
1.3K
$50.4K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
52New |
$1.83K - $1.93K
|
52
$2.02K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3KNew |
$1.51M - $1.6M
|
44.3K
$1.72M
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.7K+ 93.49% |
$432K - $457K
|
26.2K
$1.02M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.09KNew |
$276K - $292K
|
8.09K
$314K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
263New |
$8.97K - $9.49K
|
263
$10.2K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$187K - $203K
|
5.9K
$229K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$171K - $186K
|
5.4K
$209K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.9K+ 28.62% |
$123K - $134K
|
17.5K
$679K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$5.25K - $5.72K
|
166
$6.44K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42+ 0.46% |
$1.33K - $1.45K
|
9.11K
$353K
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
419New |
$13.6K - $13.9K
|
419
$16.3K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
411New |
$13.3K - $13.7K
|
411
$16K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$2.08K - $2.13K
|
64
$2.48K
|