Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
41.6K+ 6.46% |
$1.18M - $1.26M
|
686K
$21.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
30.4K+ 755.0% |
$859K - $918K
|
34.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.94KNew |
$253K - $270K
|
8.94K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.67KNew |
$189K - $201K
|
6.67K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.65K+ 3.65% |
$188K - $201K
|
189K
$5.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08K+ 619.42% |
$115K - $123K
|
4.74K
$148K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08K+ 619.42% |
$115K - $123K
|
4.74K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.4K+ 2.1% |
$68K - $72.6K
|
117K
$3.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.74K+ 16.24% |
$49.1K - $52.4K
|
12.4K
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
562New |
$15.9K - $17K
|
562
$17.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
470New |
$13.3K - $14.2K
|
470
$14.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
343+ 0.24% |
$9.7K - $10.4K
|
145K
$4.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
284New |
$8.03K - $8.58K
|
284
$8.87K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176+ 0.4% |
$4.98K - $5.32K
|
44.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
89+ 0.68% |
$2.52K - $2.69K
|
13.2K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.25% |
$283 - $302
|
3.93K
$123K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-60- 17.96% |
$1.7K - $1.81K
|
274
$8.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-67- 0.35% |
$1.89K - $2.02K
|
19K
$595K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-282- 1.68% |
$7.97K - $8.52K
|
16.5K
$516K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-288- 6.61% |
$8.14K - $8.7K
|
4.07K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 3.3% |
$11.3K - $12.1K
|
11.7K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-471- 44.18% |
$13.3K - $14.2K
|
595
$18.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-560- 1.87% |
$15.8K - $16.9K
|
29.4K
$919K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-619- 5.23% |
$17.5K - $18.7K
|
11.2K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-725- 3.79% |
$20.5K - $21.9K
|
18.4K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-800- 1.12% |
$22.6K - $24.2K
|
70.3K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-860- 9.57% |
$24.3K - $26K
|
8.13K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-982- 43.7% |
$27.8K - $29.7K
|
1.27K
$39.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 15.01% |
$35.4K - $37.9K
|
7.1K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 1.39% |
$38.6K - $41.2K
|
96.5K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.52K- 9.97% |
$43.1K - $46K
|
13.7K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.5K- 0.84% |
$70.6K - $75.5K
|
296K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 17.21% |
$80.8K - $86.3K
|
13.7K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-3.12K- 10.83% |
$88.1K - $94.1K
|
25.7K
$801K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.44K- 1.22% |
$97.2K - $104K
|
279K
$8.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.56K- 12.95% |
$101K - $107K
|
23.9K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.96K- 1.25% |
$112K - $120K
|
312K
$9.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.78K- 18.7% |
$135K - $144K
|
20.8K
$649K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.87K- 44.93% |
$166K - $177K
|
7.19K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.29K- 2.7% |
$178K - $190K
|
227K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.74K- 25.36% |
$191K - $204K
|
19.8K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.85K- 16.05% |
$222K - $237K
|
41K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8K- 32.54% |
$226K - $242K
|
16.6K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.1K- 29.69% |
$313K - $335K
|
26.2K
$819K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 61.82% |
$320K - $342K
|
6.98K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-11.7K- 14.16% |
$332K - $355K
|
71.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 54.52% |
$438K - $468K
|
12.9K
$404K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 31.29% |
$459K - $491K
|
35.7K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-19.4K- 24.34% |
$548K - $586K
|
60.3K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20K- 13.35% |
$566K - $605K
|
130K
$4.06M
|