Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) 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 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
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-208- 1.56% |
$7.55K - $7.91K
|
13.1K
$501K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-350- 1.74% |
$12.7K - $13.3K
|
19.7K
$753K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-670- 2.02% |
$24.3K - $25.5K
|
32.4K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-864- 3.42% |
$31.4K - $32.9K
|
24.4K
$932K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 0.86% |
$50.2K - $52.6K
|
160K
$6.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.46K- 4.68% |
$89.2K - $93.5K
|
50.1K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.62K- 21.22% |
$95.1K - $99.7K
|
9.73K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.55K- 11.2% |
$129K - $135K
|
28.1K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.51K- 24.05% |
$236K - $248K
|
20.5K
$785K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.48K- 14.25% |
$271K - $285K
|
45K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.34K- 10.7% |
$302K - $317K
|
69.6K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.22K- 47.93% |
$335K - $351K
|
10K
$383K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 22.52% |
$607K - $637K
|
57.5K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17K- 12.88% |
$616K - $646K
|
115K
$4.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.7K- 21.45% |
$1.98M - $2.08M
|
200K
$7.65M
|