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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-340- 2.01% |
$11.6K - $12.3K
|
16.6K
$633K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-399- 4.69% |
$13.6K - $14.4K
|
8.12K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-450- 1.06% |
$15.4K - $16.2K
|
41.8K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-470- 2.98% |
$16K - $17K
|
15.3K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-487- 4.66% |
$16.6K - $17.6K
|
9.97K
$381K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-870- 1.08% |
$29.7K - $31.4K
|
80K
$3.06M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-912- 13.57% |
$31.1K - $32.9K
|
5.81K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-944- 8.38% |
$32.2K - $34.1K
|
10.3K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1K- 15.15% |
$34.1K - $36.1K
|
5.6K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03K- 49.02% |
$35.1K - $37.2K
|
1.07K
$40.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65K- 43.14% |
$56.3K - $59.6K
|
2.18K
$83.1K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65K- 43.14% |
$56.3K - $59.6K
|
2.18K
$83.1K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.67K- 1.53% |
$57.1K - $60.4K
|
107K
$4.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.01K- 33.0% |
$103K - $108K
|
6.1K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.23K- 35.91% |
$110K - $116K
|
5.76K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.45K- 12.95% |
$118K - $124K
|
23.2K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.94K- 15.9% |
$203K - $214K
|
31.4K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.81K- 5.61% |
$335K - $354K
|
165K
$6.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.1K- 66.27% |
$585K - $618K
|
8.72K
$333K
|