Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr Uncapped Acc (XUSP)
This table provides information about the institutional ownership of Innovator Etfs Tr Uncapped Acc (XUSP) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR UNCAPPED ACC.
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
|
- |
118KNew |
N/A
|
118K
$0
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
64.8KNew |
N/A
|
64.8K
$0
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11.5K+ 151.6% |
N/A
|
19.1K
$0
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.08KNew |
N/A
|
7.08K
$0
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 32.28% |
N/A
|
7.14K
$0
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.73K+ 17.23% |
N/A
|
11.8K
$0
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
864New |
N/A
|
864
$0
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
211New |
N/A
|
211
$0
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
179+ 1.03% |
N/A
|
17.5K
$0
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
153+ 2.05% |
N/A
|
7.63K
$0
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29+ 116.0% |
N/A
|
54
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-204- 0.94% |
N/A
|
21.6K
$0
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-750- 2.92% |
N/A
|
24.9K
$0
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.27K- 14.04% |
N/A
|
7.74K
$0
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-5.42K- 3.1% |
N/A
|
169K
$0
|