Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
497KNew |
$17M - $18M
|
497K
$19M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
442K+ 3439.35% |
$15.1M - $16M
|
455K
$17.4M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
266KNew |
$9.06M - $9.59M
|
266K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
156KNew |
$5.33M - $5.64M
|
156K
$5.97M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108KNew |
$3.7M - $3.92M
|
108K
$4.14M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
73.5K+ 816988.88% |
$2.51M - $2.65M
|
73.5K
$2.81M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.2K+ 28.2% |
$1.98M - $2.1M
|
264K
$10.1M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51K+ 50.04% |
$1.74M - $1.84M
|
153K
$5.84M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3KNew |
$1.51M - $1.6M
|
44.3K
$1.69M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42KNew |
$1.43M - $1.52M
|
42K
$1.6M
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
33.1KNew |
$1.13M - $1.19M
|
33.1K
$1.26M
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30.4KNew |
$1.04M - $1.1M
|
30.4K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.8KNew |
$845K - $894K
|
24.8K
$946K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
24.1K+ 78.11% |
$823K - $870K
|
55K
$2.1M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21.7KNew |
$741K - $784K
|
21.7K
$830K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.6K+ 346.72% |
$736K - $779K
|
27.8K
$1.06M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.3KNew |
$625K - $661K
|
18.3K
$700K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.2KNew |
$588K - $622K
|
17.2K
$659K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.2KNew |
$585K - $619K
|
17.2K
$655K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 112.45% |
$547K - $578K
|
30.3K
$1.16M
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13.3KNew |
$455K - $481K
|
13.3K
$509K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.9K+ 66.12% |
$439K - $465K
|
32.3K
$1.24M
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.7K+ 93.49% |
$432K - $457K
|
26.2K
$1M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 66.54% |
$423K - $448K
|
31.1K
$1.19M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
11.1K+ 26.66% |
$377K - $399K
|
52.5K
$2.01M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.95KNew |
$340K - $359K
|
9.95K
$380K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9.31K+ 11.88% |
$318K - $336K
|
87.7K
$3.35M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.77KNew |
$299K - $317K
|
8.77K
$335K
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
8.27KNew |
$282K - $299K
|
8.27K
$316K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.09KNew |
$276K - $292K
|
8.09K
$309K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.47KNew |
$221K - $233K
|
6.47K
$247K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.7KNew |
$194K - $206K
|
5.7K
$218K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.73K+ 41.14% |
$127K - $135K
|
12.8K
$489K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.31K+ 38.1% |
$113K - $119K
|
12K
$458K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 39.55% |
$79.7K - $84.3K
|
8.24K
$315K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.05K+ 7.63% |
$70.1K - $74.1K
|
29K
$1.11M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
486+ 3.72% |
$16.6K - $17.5K
|
13.6K
$518K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
467+ 9.62% |
$15.9K - $16.9K
|
5.32K
$203K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
263New |
$8.97K - $9.49K
|
263
$10K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
224+ 10.1% |
$7.64K - $8.09K
|
2.44K
$93.3K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
185+ 2.13% |
$6.31K - $6.68K
|
8.87K
$339K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
164New |
$5.6K - $5.92K
|
164
$6.27K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$921 - $975
|
27
$1.03K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.01% |
$102 - $108
|
33.6K
$1.28M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-41- 4.79% |
$1.4K - $1.48K
|
815
$31.1K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-122- 0.42% |
$4.16K - $4.4K
|
29K
$1.11M
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-187- 1.93% |
$6.38K - $6.75K
|
9.52K
$364K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-288- 0.38% |
$9.83K - $10.4K
|
76.2K
$2.91M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-333- 3.72% |
$11.4K - $12K
|
8.61K
$329K
|