Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
932KNew |
$25.5M - $27.1M
|
932K
$29.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
592K+ 1129.79% |
$16.2M - $17.2M
|
644K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
300K+ 1939.15% |
$8.21M - $8.74M
|
316K
$9.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 1012.2% |
$3.85M - $4.09M
|
155K
$4.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
139K+ 149.08% |
$3.81M - $4.06M
|
233K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
114KNew |
$3.12M - $3.32M
|
114K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.9K+ 34.09% |
$1.96M - $2.09M
|
283K
$8.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
70.9K+ 585.55% |
$1.94M - $2.06M
|
83K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59.4KNew |
$1.62M - $1.73M
|
59.4K
$1.85M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
52.5K+ 40.44% |
$1.43M - $1.53M
|
182K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52.1KNew |
$1.42M - $1.52M
|
52.1K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50K+ 49.98% |
$1.37M - $1.45M
|
150K
$4.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.3K+ 51.38% |
$1.35M - $1.43M
|
145K
$4.53M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
41.6K+ 73.97% |
$1.14M - $1.21M
|
97.9K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37.3KNew |
$1.02M - $1.09M
|
37.3K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.9K+ 373.75% |
$953K - $1.01M
|
44.2K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
28.8KNew |
$786K - $837K
|
28.8K
$898K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.4KNew |
$777K - $827K
|
28.4K
$888K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
27.5KNew |
$751K - $799K
|
27.5K
$858K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24.2KNew |
$662K - $705K
|
24.2K
$757K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24K+ 43.06% |
$655K - $697K
|
79.7K
$2.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
23.7K+ 80.5% |
$649K - $690K
|
53.2K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
21.9KNew |
$597K - $636K
|
21.9K
$683K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15K+ 156.06% |
$409K - $436K
|
24.6K
$767K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
13.1KNew |
$357K - $380K
|
13.1K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 81.55% |
$326K - $347K
|
26.6K
$830K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.43K+ 4715.5% |
$258K - $274K
|
9.63K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.4K+ 22.12% |
$257K - $273K
|
51.9K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
9.23KNew |
$252K - $268K
|
9.23K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.48KNew |
$232K - $247K
|
8.48K
$265K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.35KNew |
$228K - $243K
|
8.35K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.67KNew |
$210K - $223K
|
7.67K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.45K+ 150.07% |
$204K - $217K
|
12.4K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.25KNew |
$198K - $211K
|
7.25K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.8K+ 59.21% |
$186K - $198K
|
18.3K
$571K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.82K+ 1.99% |
$159K - $169K
|
298K
$9.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.25KNew |
$143K - $153K
|
5.25K
$164K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.36KNew |
$119K - $127K
|
4.36K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.93K+ 8.74% |
$107K - $114K
|
48.9K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.68K+ 45.18% |
$101K - $107K
|
11.8K
$369K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.6K+ 38.86% |
$98.2K - $105K
|
12.8K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 15.78% |
$48.9K - $52K
|
13.1K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.71KNew |
$46.7K - $49.7K
|
1.71K
$53.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 55.55% |
$39.3K - $41.8K
|
4.02K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$29.1K - $31K
|
1.07K
$33.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
921+ 8.22% |
$25.2K - $26.8K
|
12.1K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
914New |
$25K - $26.6K
|
914
$28.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
910+ 5.8% |
$24.9K - $26.5K
|
16.6K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
586New |
$16K - $17K
|
586
$18.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
350+ 2.74% |
$9.56K - $10.2K
|
13.1K
$410K
|