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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-199- 2.11% |
$7.54K - $7.93K
|
9.22K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-293- 3.79% |
$11.1K - $11.7K
|
7.43K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-340- 28.33% |
$12.9K - $13.6K
|
860
$34.7K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-400- 1.24% |
$15.1K - $15.9K
|
31.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-485- 3.32% |
$18.4K - $19.3K
|
14.1K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-613Closed |
$23.2K - $24.4K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-618- 2.15% |
$23.4K - $24.6K
|
28.1K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-643- 7.58% |
$24.4K - $25.6K
|
7.84K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-687- 3.23% |
$26K - $27.4K
|
20.6K
$831K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-771- 0.57% |
$29.2K - $30.7K
|
135K
$5.46M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-806- 3.01% |
$30.5K - $32.1K
|
26K
$1.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.37K- 26.01% |
$51.7K - $54.4K
|
3.88K
$157K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 59.6% |
$55.9K - $58.8K
|
1K
$40.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 59.74% |
$59.2K - $62.3K
|
1.05K
$42.5K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.29K- 18.97% |
$86.9K - $91.4K
|
9.8K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.48K- 65.16% |
$93.8K - $98.7K
|
1.32K
$53.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.66K- 14.2% |
$101K - $106K
|
16K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3K- 15.84% |
$113K - $119K
|
15.9K
$643K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.66K- 8.49% |
$139K - $146K
|
39.5K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.02K- 3.54% |
$152K - $160K
|
109K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.28K- 51.54% |
$162K - $171K
|
4.03K
$163K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.3K- 41.52% |
$239K - $251K
|
8.88K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.44K- 36.75% |
$244K - $256K
|
11.1K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-40.5K- 51.89% |
$1.53M - $1.61M
|
37.5K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-41.6K- 7.69% |
$1.57M - $1.66M
|
499K
$20.1M
|