Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB) 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 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171K+ 167.04% |
$5.55M - $5.7M
|
274K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 65.9% |
$557K - $572K
|
43.3K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.2KNew |
$395K - $405K
|
12.2K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.85K+ 41.15% |
$255K - $261K
|
26.9K
$870K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.36KNew |
$239K - $245K
|
7.36K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.51KNew |
$211K - $217K
|
6.51K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$196K - $201K
|
6.05K
$195K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.85KNew |
$157K - $161K
|
4.85K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.36KNew |
$141K - $145K
|
4.36K
$141K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.93K+ 58.06% |
$128K - $131K
|
10.7K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.74K+ 16.85% |
$88.9K - $91.2K
|
19K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
95+ 58.64% |
$3.08K - $3.16K
|
257
$8.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
76+ 0.98% |
$2.47K - $2.53K
|
7.82K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 9.01% |
$2.08K - $2.13K
|
774
$25K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41+ 0.31% |
$1.33K - $1.36K
|
13.3K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 10.0% |
$162 - $166
|
45
$1.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 12.74% |
$1.07K - $1.1K
|
226
$7.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 0.48% |
$1.33K - $1.36K
|
8.45K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-166- 0.67% |
$5.39K - $5.52K
|
24.8K
$800K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-551- 3.93% |
$17.9K - $18.3K
|
13.5K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-674- 18.73% |
$21.9K - $22.4K
|
2.93K
$94.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-752- 2.64% |
$24.4K - $25K
|
27.8K
$896K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-873- 3.74% |
$28.3K - $29.1K
|
22.4K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.01K- 9.15% |
$32.6K - $33.5K
|
9.99K
$323K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.03K- 4.28% |
$33.3K - $34.1K
|
22.9K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 14.9% |
$41.3K - $42.3K
|
7.26K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 10.72% |
$43.4K - $44.6K
|
11.2K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.41K- 24.6% |
$78.1K - $80.1K
|
7.38K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.45K- 2.01% |
$79.3K - $81.4K
|
119K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.72K- 18.39% |
$121K - $124K
|
16.5K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.55K- 42.71% |
$148K - $151K
|
6.1K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.26K- 8.34% |
$203K - $208K
|
68.8K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.26K- 12.66% |
$235K - $241K
|
50.1K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 57.31% |
$378K - $388K
|
8.68K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.4K- 48.44% |
$404K - $414K
|
13.2K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 70.4% |
$522K - $536K
|
6.77K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-16.2K- 48.52% |
$525K - $538K
|
17.2K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-158K- 57.56% |
$5.11M - $5.24M
|
116K
$3.75M
|