Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
169KNew |
$6.42M - $6.59M
|
169K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78KNew |
$2.96M - $3.04M
|
78K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
63.9KNew |
$2.43M - $2.49M
|
63.9K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
47.4KNew |
$1.8M - $1.85M
|
47.4K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21K+ 122.91% |
$799K - $819K
|
38.1K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.4K+ 191.19% |
$469K - $482K
|
18.8K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 39.36% |
$450K - $462K
|
42K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$405K - $415K
|
10.7K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.3K+ 78.23% |
$315K - $323K
|
18.9K
$747K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
5.58KNew |
$212K - $217K
|
5.58K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.98KNew |
$151K - $155K
|
3.98K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.75K+ 7207.69% |
$142K - $146K
|
3.8K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.42KNew |
$130K - $133K
|
3.42K
$135K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.29KNew |
$125K - $128K
|
3.29K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.1K+ 18.37% |
$79.7K - $81.7K
|
13.5K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
991+ 4.06% |
$37.6K - $38.6K
|
25.4K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
586New |
$22.3K - $22.8K
|
586
$23.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
385New |
$14.6K - $15K
|
385
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
385+ 47.24% |
$14.6K - $15K
|
1.2K
$47.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
241+ 64.78% |
$9.15K - $9.39K
|
613
$24.2K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
138+ 1.05% |
$5.24K - $5.38K
|
13.3K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-28- 44.44% |
$1.06K - $1.09K
|
35
$1.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 2.05% |
$1.9K - $1.95K
|
2.39K
$94.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-69- 1.21% |
$2.62K - $2.69K
|
5.63K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-101- 1.06% |
$3.83K - $3.93K
|
9.42K
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-121- 1.21% |
$4.59K - $4.71K
|
9.89K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-129- 1.5% |
$4.9K - $5.02K
|
8.44K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-156- 1.4% |
$5.92K - $6.08K
|
11K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-348- 4.39% |
$13.2K - $13.6K
|
7.57K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-350- 1.07% |
$13.3K - $13.6K
|
32.3K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-561- 2.57% |
$21.3K - $21.9K
|
21.3K
$840K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-566- 34.87% |
$21.5K - $22K
|
1.06K
$41.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-594- 0.69% |
$22.6K - $23.1K
|
85.9K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-601- 2.2% |
$22.8K - $23.4K
|
26.8K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-707- 74.26% |
$26.8K - $27.5K
|
245
$9.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-830- 0.97% |
$31.5K - $32.3K
|
84.8K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-842- 9.2% |
$32K - $32.8K
|
8.31K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-903- 2.01% |
$34.3K - $35.2K
|
44.1K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.02K- 16.21% |
$38.5K - $39.5K
|
5.25K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.43K- 1.24% |
$54.2K - $55.6K
|
113K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.63K- 16.15% |
$61.9K - $63.4K
|
8.46K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 93.76% |
$78.7K - $80.7K
|
138
$5.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.77K- 8.79% |
$105K - $108K
|
28.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-6.38K- 12.75% |
$242K - $249K
|
43.7K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.33K- 32.55% |
$278K - $285K
|
15.2K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.38K- 33.35% |
$356K - $365K
|
18.7K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.56K- 32.41% |
$363K - $372K
|
19.9K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.61K- 34.34% |
$365K - $374K
|
18.4K
$726K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 59.6% |
$386K - $396K
|
6.9K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 24.99% |
$546K - $560K
|
43.2K
$1.7M
|