Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL) 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 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150K+ 182.79% |
$4.51M - $4.79M
|
233K
$8.09M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7KNew |
$530K - $563K
|
17.7K
$614K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
15.4KNew |
$461K - $490K
|
15.4K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 464.86% |
$453K - $482K
|
18.4K
$639K
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
13.4KNew |
$402K - $427K
|
13.4K
$466K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11KNew |
$331K - $352K
|
11K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$225K - $239K
|
7.5K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.32KNew |
$220K - $233K
|
7.32K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37K+ 5.78% |
$41K - $43.5K
|
25K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
657+ 8.59% |
$19.7K - $20.9K
|
8.31K
$289K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
545+ 3.62% |
$16.3K - $17.4K
|
15.6K
$542K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
536+ 30.82% |
$16.1K - $17.1K
|
2.28K
$79.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
253+ 9.85% |
$7.58K - $8.06K
|
2.82K
$98K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71+ 0.78% |
$2.13K - $2.26K
|
9.22K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2- 0.02% |
$60 - $63.7
|
13.1K
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-112- 1.13% |
$3.36K - $3.57K
|
9.81K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$608K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-302- 0.14% |
$9.05K - $9.62K
|
221K
$7.67M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-444- 5.22% |
$13.3K - $14.2K
|
8.06K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-488- 1.91% |
$14.6K - $15.6K
|
25K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-806- 1.28% |
$24.2K - $25.7K
|
62.1K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.07K- 12.81% |
$32.1K - $34.1K
|
7.29K
$253K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.3K- 27.08% |
$39K - $41.4K
|
3.5K
$122K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.32K- 34.16% |
$39.6K - $42.1K
|
2.54K
$88.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.65K- 12.22% |
$49.6K - $52.7K
|
11.9K
$413K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 15.75% |
$54K - $57.4K
|
9.63K
$335K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.95K- 97.99% |
$58.5K - $62.1K
|
40
$1.39K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.5K- 4.03% |
$74.8K - $79.5K
|
59.4K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.09K- 3.25% |
$122K - $130K
|
122K
$4.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.45K- 34.55% |
$163K - $174K
|
10.3K
$359K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.3K- 5.34% |
$279K - $296K
|
165K
$5.73M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.1K- 38.53% |
$633K - $673K
|
33.7K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 39.03% |
$708K - $752K
|
36.9K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-32.6K- 39.68% |
$977K - $1.04M
|
49.5K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-40.1K- 83.55% |
$1.2M - $1.28M
|
7.89K
$274K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.3K- 47.04% |
$1.63M - $1.73M
|
61.2K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-63.4K- 33.05% |
$1.9M - $2.02M
|
128K
$4.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-81.5K- 85.25% |
$2.44M - $2.6M
|
14.1K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-219K- 92.29% |
$6.57M - $6.98M
|
18.3K
$636K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-461K- 89.58% |
$13.8M - $14.7M
|
53.6K
$1.86M
|