Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.13MNew |
$35.6M - $36.8M
|
1.13M
$39.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
547K+ 4858.21% |
$17.3M - $17.9M
|
558K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
449KNew |
$14.1M - $14.6M
|
449K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
250KNew |
$7.89M - $8.18M
|
250K
$8.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81.3KNew |
$2.56M - $2.66M
|
81.3K
$2.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
61.2K+ 208.36% |
$1.93M - $2M
|
90.5K
$3.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
45.8KNew |
$1.44M - $1.5M
|
45.8K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 112.28% |
$1.12M - $1.16M
|
67.2K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.2KNew |
$984K - $1.02M
|
31.2K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.2KNew |
$888K - $920K
|
28.2K
$984K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5KNew |
$742K - $768K
|
23.5K
$821K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
21.8K+ 209.95% |
$688K - $712K
|
32.2K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.5KNew |
$552K - $571K
|
17.5K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 27.88% |
$528K - $547K
|
76.8K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$516K - $535K
|
16.4K
$572K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.2KNew |
$512K - $530K
|
16.2K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
15.7K+ 47.9% |
$496K - $514K
|
48.6K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 103.72% |
$446K - $462K
|
27.8K
$970K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 106.78% |
$431K - $446K
|
26.4K
$924K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7KNew |
$401K - $415K
|
12.7K
$444K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$352K - $364K
|
11.2K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
10.3KNew |
$324K - $336K
|
10.3K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.53KNew |
$301K - $311K
|
9.53K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.65KNew |
$241K - $250K
|
7.65K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.64KNew |
$209K - $217K
|
6.64K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.26KNew |
$197K - $204K
|
6.26K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$196K - $203K
|
6.22K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.27K+ 41.2% |
$166K - $172K
|
18.1K
$631K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
4.62K+ 11.24% |
$146K - $151K
|
45.8K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.49K+ 34.87% |
$141K - $147K
|
17.4K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92KNew |
$124K - $128K
|
3.92K
$137K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.9KNew |
$123K - $127K
|
3.9K
$136K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.86K+ 32.48% |
$90K - $93.3K
|
11.6K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.76KNew |
$87K - $90.1K
|
2.76K
$96.4K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$31.5K - $32.7K
|
1K
$34.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
986New |
$31.1K - $32.2K
|
986
$34.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
775New |
$24.4K - $25.3K
|
775
$27.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
572+ 78.9% |
$18K - $18.7K
|
1.3K
$45.3K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
465+ 56.92% |
$14.7K - $15.2K
|
1.28K
$44.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-54- 71.05% |
$1.7K - $1.76K
|
22
$768
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-726- 11.41% |
$22.9K - $23.7K
|
5.64K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.33K- 26.61% |
$200K - $207K
|
17.5K
$610K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.78K- 14.14% |
$214K - $221K
|
41.2K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 48.84% |
$219K - $227K
|
7.28K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.58K- 16.36% |
$270K - $280K
|
43.9K
$1.53M
|