Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Ultra Bu (USEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (USEP) 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
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.93KNew |
N/A
|
9.93K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.37K+ 41.22% |
N/A
|
25.2K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.34KNew |
N/A
|
6.34K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.5K+ 9.43% |
N/A
|
17.4K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.21K+ 1.6% |
N/A
|
76.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 1.95% |
N/A
|
56.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.04K+ 906.96% |
N/A
|
1.16K
$0
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
418+ 0.95% |
N/A
|
44.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165New |
N/A
|
165
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62- 0.32% |
N/A
|
19.2K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 41.91% |
N/A
|
140
$0
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-135- 1.06% |
N/A
|
12.7K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 6.27% |
N/A
|
2.99K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-400- 0.93% |
N/A
|
42.5K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-425- 0.94% |
N/A
|
44.6K
$0
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-507- 6.93% |
N/A
|
6.81K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-586- 98.65% |
N/A
|
8
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-805- 7.21% |
N/A
|
10.4K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.28K- 4.75% |
N/A
|
25.7K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 4.95% |
N/A
|
27.9K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.37K- 11.74% |
N/A
|
17.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 6.51% |
N/A
|
43.5K
$0
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.76K- 14.19% |
N/A
|
47K
$0
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-8.09K- 7.6% |
N/A
|
98.4K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 71.33% |
N/A
|
4.74K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21K- 25.3% |
N/A
|
62K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.8K- 67.14% |
N/A
|
35.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120K- 96.21% |
N/A
|
4.74K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-415K- 87.89% |
N/A
|
57.2K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-423K- 91.38% |
N/A
|
40K
$0
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-437K- 98.32% |
N/A
|
7.47K
$0
|