Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.27K+ 7.63% |
$225K - $237K
|
102K
$3.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.77KNew |
$210K - $220K
|
6.77K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.26KNew |
$194K - $204K
|
6.26K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.95K+ 35.06% |
$154K - $161K
|
19.1K
$635K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.59K+ 2.85% |
$49.2K - $51.6K
|
57.3K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472New |
$14.6K - $15.4K
|
472
$15.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
187+ 4.55% |
$5.8K - $6.08K
|
4.3K
$143K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
162New |
$5.03K - $5.27K
|
162
$5.39K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.46% |
$807 - $846
|
5.62K
$187K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23.8KNew |
$716K - $754K
|
23.8K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.6KNew |
$108K - $114K
|
3.6K
$120K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65KNew |
$79.7K - $84K
|
2.65K
$88.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.76KNew |
$53K - $55.9K
|
1.76K
$58.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
28New |
$842 - $887
|
28
$932
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.6KNew |
$841K - $882K
|
28.6K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$337K - $354K
|
11.5K
$382K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
11KNew |
$323K - $339K
|
11K
$366K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.8KNew |
$318K - $333K
|
10.8K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$297K - $311K
|
10.1K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.81K+ 64.12% |
$288K - $302K
|
25.1K
$836K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.97KNew |
$234K - $246K
|
7.97K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.75KNew |
$228K - $239K
|
7.75K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$195K - $205K
|
6.64K
$221K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.6KNew |
$194K - $203K
|
6.6K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.12K+ 9.7% |
$62.1K - $65.2K
|
23.9K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
710New |
$20.9K - $21.9K
|
710
$23.6K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
213KNew |
$5.68M - $6.26M
|
213K
$7.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
346New |
$9.25K - $10.2K
|
346
$11.5K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$247 - $254
|
9
$299
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
96.6KNew |
$2.56M - $2.69M
|
96.6K
$3.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$226K - $237K
|
8.52K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2KNew |
$53K - $55.7K
|
2K
$66.5K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.31KNew |
$239K - $248K
|
9.31K
$310K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$76.2K - $79.1K
|
2.97K
$98.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
800New |
$20.5K - $21.3K
|
800
$26.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
789+ 1408.93% |
$20.3K - $21K
|
845
$28.1K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
231New |
$5.93K - $6.15K
|
231
$7.69K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
206+ 1.66% |
$5.29K - $5.49K
|
12.6K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
83+ 47.16% |
$2.13K - $2.21K
|
259
$8.62K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$1.28K - $1.33K
|
50
$1.66K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
27New |
$693 - $719
|
27
$898
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
50.1KNew |
$1.3M - $1.33M
|
50.1K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.6KNew |
$924K - $945K
|
35.6K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1.13KNew |
$29.3K - $30K
|
1.13K
$37.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6New |
$156 - $159
|
6
$200
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.53K+ 20.28% |
$91.5K - $96.7K
|
20.9K
$696K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2KNew |
$264K - $287K
|
10.2K
$340K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.07KNew |
$29.1K - $30.2K
|
1.07K
$35.6K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
891New |
$24.2K - $25.1K
|
891
$29.6K
|
|