Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJAN) 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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.8K+ 59.35% |
$899K - $943K
|
66.5K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
23.8K+ 4.44% |
$864K - $906K
|
560K
$21.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
23.7K+ 367.7% |
$859K - $901K
|
30.1K
$1.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.47KNew |
$235K - $246K
|
6.47K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.12K+ 3.37% |
$186K - $195K
|
157K
$6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
372New |
$13.5K - $14.2K
|
372
$14.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
8+ 0.04% |
$290 - $304
|
21.8K
$835K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1M - $1.06M
|
28.5K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$400K - $422K
|
11.4K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.9KNew |
$348K - $367K
|
9.9K
$378K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.61KNew |
$268K - $282K
|
7.61K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.95K+ 462.18% |
$174K - $184K
|
6.02K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.15KNew |
$111K - $117K
|
3.15K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09K+ 36.26% |
$73.5K - $77.5K
|
7.84K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 10.85% |
$65.8K - $69.4K
|
19.1K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65K+ 267.69% |
$58K - $61.2K
|
2.27K
$86.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.5KNew |
$52.9K - $55.8K
|
1.5K
$57.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.31KNew |
$45.9K - $48.4K
|
1.31K
$49.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$45.7K - $48.2K
|
1.3K
$49.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.22K+ 12.28% |
$43K - $45.4K
|
11.2K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 4.72% |
$36.1K - $38K
|
22.8K
$869K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
652+ 7.88% |
$23K - $24.2K
|
8.92K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
423+ 257.93% |
$14.9K - $15.7K
|
587
$22.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
52New |
$1.83K - $1.93K
|
52
$1.99K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3KNew |
$1.51M - $1.6M
|
44.3K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.7K+ 93.49% |
$432K - $457K
|
26.2K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.09KNew |
$276K - $292K
|
8.09K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.7KNew |
$194K - $206K
|
5.7K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 39.55% |
$79.7K - $84.3K
|
8.24K
$315K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
263New |
$8.97K - $9.49K
|
263
$10K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
224+ 10.1% |
$7.64K - $8.09K
|
2.44K
$93.3K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
185+ 2.13% |
$6.31K - $6.68K
|
8.87K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$921 - $975
|
27
$1.03K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$187K - $203K
|
5.9K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$171K - $186K
|
5.4K
$206K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.9K+ 28.62% |
$123K - $134K
|
17.5K
$669K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.56K+ 28.62% |
$113K - $123K
|
16K
$611K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$5.25K - $5.72K
|
166
$6.34K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42+ 0.46% |
$1.33K - $1.45K
|
9.11K
$348K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.18KNew |
$168K - $172K
|
5.18K
$198K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
419New |
$13.6K - $13.9K
|
419
$16K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
411New |
$13.3K - $13.7K
|
411
$15.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$2.08K - $2.13K
|
64
$2.45K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
406New |
$12.6K - $13.3K
|
406
$15.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.7KNew |
$316K - $332K
|
10.7K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.7K+ 51.15% |
$228K - $240K
|
22.7K
$869K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$48.3K - $50.8K
|
1.63K
$62.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$38.5K - $40.5K
|
1.3K
$49.7K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$29.6K - $31.2K
|
1K
$38.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
675New |
$20K - $21K
|
675
$25.8K
|
|