Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.4M+ 3173.81% |
$53M - $55.8M
|
1.44M
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
853KNew |
$32.3M - $34M
|
853K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.7KNew |
$3.51M - $3.69M
|
92.7K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
80.3KNew |
$3.04M - $3.2M
|
80.3K
$3.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
52.6KNew |
$1.99M - $2.1M
|
52.6K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
42.4KNew |
$1.61M - $1.69M
|
42.4K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.1K+ 21.71% |
$1.52M - $1.6M
|
225K
$9.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
39.2K+ 93.38% |
$1.48M - $1.56M
|
81.2K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
32.4K+ 157.47% |
$1.23M - $1.29M
|
52.9K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.2KNew |
$801K - $843K
|
21.2K
$854K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
20.4K+ 108.09% |
$771K - $811K
|
39.2K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.8K+ 99.42% |
$751K - $790K
|
39.8K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9KNew |
$640K - $673K
|
16.9K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.6K+ 19.56% |
$628K - $661K
|
101K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.4K+ 8.51% |
$545K - $573K
|
183K
$7.41M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12.8KNew |
$486K - $511K
|
12.8K
$518K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 120.18% |
$485K - $510K
|
23.5K
$947K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 65.36% |
$455K - $479K
|
30.4K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
10.8KNew |
$407K - $429K
|
10.8K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 12.49% |
$406K - $428K
|
96.6K
$3.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6KNew |
$401K - $422K
|
10.6K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.78KNew |
$370K - $390K
|
9.78K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.42K+ 111.24% |
$319K - $336K
|
16K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.3KNew |
$314K - $331K
|
8.3K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7KNew |
$265K - $279K
|
7K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.39KNew |
$242K - $255K
|
6.39K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.35KNew |
$240K - $253K
|
6.35K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.29K+ 91.14% |
$238K - $251K
|
13.2K
$532K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.45K+ 23.73% |
$168K - $177K
|
23.2K
$936K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.26K+ 10.48% |
$161K - $170K
|
44.8K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 1601.22% |
$149K - $156K
|
4.17K
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 15.26% |
$147K - $154K
|
29.2K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.28K+ 1245.25% |
$124K - $131K
|
3.54K
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.85K+ 2.9% |
$70.2K - $73.9K
|
65.8K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.64K+ 12.09% |
$61.9K - $65.2K
|
15.2K
$612K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 5.86% |
$43K - $45.3K
|
20.5K
$829K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.05K+ 2.21% |
$39.7K - $41.8K
|
48.5K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
780New |
$29.5K - $31.1K
|
780
$31.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
587+ 5.35% |
$22.2K - $23.4K
|
11.6K
$466K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
490+ 3.7% |
$18.6K - $19.5K
|
13.7K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
446+ 323.19% |
$16.9K - $17.8K
|
584
$23.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
255+ 4.57% |
$9.66K - $10.2K
|
5.84K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$6.29K - $6.62K
|
166
$6.7K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
140+ 0.32% |
$5.3K - $5.58K
|
43.8K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
135+ 1.6% |
$5.11K - $5.38K
|
8.59K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3- 0.02% |
$114 - $120
|
16.2K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-53- 0.63% |
$2.01K - $2.11K
|
8.39K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-61- 1.78% |
$2.31K - $2.43K
|
3.36K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-88- 0.23% |
$3.33K - $3.51K
|
38.1K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-115- 0.21% |
$4.36K - $4.58K
|
54.7K
$2.21M
|