Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN) 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
|
- |
123KNew |
$4.06M - $4.19M
|
123K
$4.14M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
26.8KNew |
$885K - $915K
|
26.8K
$904K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
26.2KNew |
$866K - $895K
|
26.2K
$884K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.8KNew |
$555K - $574K
|
16.8K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2KNew |
$436K - $451K
|
13.2K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 60.29% |
$341K - $353K
|
27.5K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
547+ 5.45% |
$18.1K - $18.7K
|
10.6K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
80+ 0.83% |
$2.64K - $2.73K
|
9.77K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.07% |
$165 - $171
|
6.96K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-17- 0.13% |
$562 - $581
|
13K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-82- 1.17% |
$2.71K - $2.8K
|
6.9K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-90- 0.42% |
$2.97K - $3.07K
|
21.2K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-122- 2.74% |
$4.03K - $4.17K
|
4.33K
$146K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-129- 0.59% |
$4.26K - $4.41K
|
21.9K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-200- 17.67% |
$6.61K - $6.83K
|
932
$31.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-378- 77.3% |
$12.5K - $12.9K
|
111
$3.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-950- 4.14% |
$31.4K - $32.4K
|
22K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 8.86% |
$36.4K - $37.6K
|
11.3K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 0.71% |
$38.3K - $39.6K
|
162K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35K- 4.89% |
$44.5K - $46K
|
26.2K
$883K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.35K- 20.66% |
$44.5K - $46K
|
5.18K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.48K- 1.72% |
$48.9K - $50.5K
|
84.5K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 5.71% |
$49.5K - $51.2K
|
24.8K
$836K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.6K- 3.58% |
$53K - $54.8K
|
43.3K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 3.64% |
$54.5K - $56.3K
|
43.7K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.76K- 3.97% |
$58.2K - $60.1K
|
42.6K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.18K- 13.38% |
$105K - $109K
|
20.6K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.47K- 50.28% |
$114K - $118K
|
3.43K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.86K- 32.89% |
$194K - $200K
|
12K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-37.1K- 17.63% |
$1.23M - $1.27M
|
173K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-61.8K- 22.41% |
$2.04M - $2.11M
|
214K
$7.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-546K- 93.61% |
$18M - $18.7M
|
37.3K
$1.26M
|