Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR) 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
|
- |
203KNew |
$6.09M - $6.34M
|
203K
$6.4M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
131KNew |
$3.94M - $4.1M
|
131K
$4.14M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
57.9KNew |
$1.74M - $1.81M
|
57.9K
$1.83M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
49KNew |
$1.47M - $1.53M
|
49K
$1.54M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.2KNew |
$1.45M - $1.5M
|
48.2K
$1.52M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30.7KNew |
$922K - $959K
|
30.7K
$968K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2K+ 293.47% |
$788K - $820K
|
35.2K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.5KNew |
$705K - $734K
|
23.5K
$741K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.7KNew |
$532K - $554K
|
17.7K
$559K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.6KNew |
$499K - $519K
|
16.6K
$524K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 42.38% |
$438K - $455K
|
49K
$1.55M
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
9.64KNew |
$289K - $301K
|
9.64K
$304K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
6.58KNew |
$197K - $205K
|
6.58K
$207K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.23K+ 58.83% |
$127K - $132K
|
11.4K
$360K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 6.44% |
$56.9K - $59.2K
|
31.3K
$988K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
825+ 0.71% |
$24.8K - $25.8K
|
118K
$3.71M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
781+ 19.9% |
$23.4K - $24.4K
|
4.71K
$148K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
557+ 4.05% |
$16.7K - $17.4K
|
14.3K
$451K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 63.83% |
$9.01K - $9.37K
|
770
$24.3K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100+ 2.11% |
$3K - $3.12K
|
4.84K
$153K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
94New |
$2.82K - $2.94K
|
94
$2.96K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-45- 0.27% |
$1.35K - $1.41K
|
16.5K
$520K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60- 4.74% |
$1.8K - $1.87K
|
1.21K
$38K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-81- 0.2% |
$2.43K - $2.53K
|
41K
$1.29M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-85- 31.02% |
$2.55K - $2.65K
|
189
$5.96K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.9% |
$7.51K - $7.81K
|
12.9K
$406K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-255- 14.1% |
$7.66K - $7.96K
|
1.55K
$49K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-290- 9.1% |
$8.71K - $9.06K
|
2.9K
$91.3K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-325- 0.25% |
$9.76K - $10.1K
|
130K
$4.09M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-340- 4.95% |
$10.2K - $10.6K
|
6.53K
$206K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-371- 62.35% |
$11.1K - $11.6K
|
224
$7.06K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-394- 3.09% |
$11.8K - $12.3K
|
12.4K
$390K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-456- 1.78% |
$13.7K - $14.2K
|
25.2K
$795K
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-659- 0.85% |
$19.8K - $20.6K
|
76.6K
$2.42M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 7.91% |
$31.4K - $32.6K
|
12.2K
$384K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.08K- 4.49% |
$32.3K - $33.6K
|
22.8K
$721K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.12K- 5.66% |
$33.7K - $35.1K
|
18.7K
$590K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 8.31% |
$34.3K - $35.7K
|
12.6K
$398K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 4.41% |
$34.8K - $36.2K
|
25.1K
$791K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 2.26% |
$40.8K - $42.5K
|
58.9K
$1.86M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.1K- 10.1% |
$63K - $65.6K
|
18.7K
$590K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-4.52K- 24.59% |
$136K - $141K
|
13.9K
$437K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.9K- 39.44% |
$147K - $153K
|
7.53K
$237K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.21K- 13.9% |
$186K - $194K
|
38.5K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.06K- 7.31% |
$212K - $220K
|
89.5K
$2.82M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.62K- 21.36% |
$229K - $238K
|
28K
$884K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.13K- 11.42% |
$244K - $254K
|
63.1K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.2K- 3.45% |
$306K - $318K
|
285K
$9M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-21.1K- 26.75% |
$635K - $660K
|
57.9K
$1.83M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-22.1K- 9.75% |
$664K - $690K
|
205K
$6.45M
|