Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.7K+ 356.71% |
$1.04M - $1.09M
|
36.7K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.8K+ 59.35% |
$899K - $943K
|
66.5K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
23.8K+ 4.44% |
$864K - $906K
|
560K
$22.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
23.7K+ 367.7% |
$859K - $901K
|
30.1K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$817K - $856K
|
22.5K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$366K - $384K
|
10.1K
$398K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.47KNew |
$235K - $246K
|
6.47K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.12K+ 3.37% |
$186K - $195K
|
157K
$6.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.43K+ 36.21% |
$88.3K - $92.6K
|
9.15K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.62K+ 276.66% |
$58.9K - $61.8K
|
2.21K
$87.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 68.97% |
$54.4K - $57.1K
|
3.68K
$145K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
981+ 11.25% |
$35.6K - $37.3K
|
9.7K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
779New |
$28.3K - $29.6K
|
779
$30.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
772+ 2.69% |
$28K - $29.4K
|
29.5K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
721+ 8.08% |
$26.2K - $27.4K
|
9.64K
$381K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
372New |
$13.5K - $14.2K
|
372
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
246+ 2.2% |
$8.93K - $9.36K
|
11.4K
$451K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
198+ 0.71% |
$7.19K - $7.53K
|
28K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
170+ 1.22% |
$6.17K - $6.47K
|
14.1K
$557K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
52New |
$1.89K - $1.98K
|
52
$2.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$980 - $1.03K
|
27
$1.07K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
8+ 0.04% |
$290 - $304
|
21.8K
$863K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-130- 0.66% |
$4.72K - $4.95K
|
19.6K
$775K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-185- 0.81% |
$6.71K - $7.04K
|
22.6K
$891K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-208- 1.56% |
$7.55K - $7.91K
|
13.1K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-320- 3.98% |
$11.6K - $12.2K
|
7.73K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-320- 3.88% |
$11.6K - $12.2K
|
7.92K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-320- 2.14% |
$11.6K - $12.2K
|
14.6K
$578K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-350- 1.74% |
$12.7K - $13.3K
|
19.7K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-604- 5.15% |
$21.9K - $23K
|
11.1K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-667- 0.77% |
$24.2K - $25.4K
|
86.5K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-670- 2.02% |
$24.3K - $25.5K
|
32.4K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-864- 3.42% |
$31.4K - $32.9K
|
24.4K
$963K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.19K- 12.22% |
$43.3K - $45.4K
|
8.57K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 57.97% |
$47.6K - $50K
|
952
$37.6K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 57.97% |
$47.6K - $50K
|
952
$37.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 0.86% |
$50.2K - $52.6K
|
160K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.99K- 10.44% |
$72.4K - $75.9K
|
17.1K
$676K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.06K- 7.01% |
$74.9K - $78.5K
|
27.4K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.46K- 4.68% |
$89.2K - $93.5K
|
50.1K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.62K- 21.22% |
$95.1K - $99.7K
|
9.73K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 21.27% |
$104K - $109K
|
10.6K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.55K- 11.2% |
$129K - $135K
|
28.1K
$1.11M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 90.09% |
$135K - $142K
|
410
$16.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 13.98% |
$186K - $195K
|
31.5K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.35K- 67.16% |
$194K - $204K
|
2.62K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.51K- 24.05% |
$236K - $248K
|
20.5K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-7.28K- 18.22% |
$264K - $277K
|
32.7K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.48K- 14.25% |
$271K - $285K
|
45K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.34K- 10.7% |
$302K - $317K
|
69.6K
$2.75M
|