Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL) 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
|
- |
426K+ 196.96% |
$14.4M - $14.9M
|
643K
$22.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$548K - $569K
|
16.3K
$571K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13.1K+ 42.77% |
$440K - $457K
|
43.6K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
17+ 0.11% |
$573 - $595
|
15K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.01% |
$169 - $175
|
45.3K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-52- 1.3% |
$1.75K - $1.82K
|
3.96K
$139K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-111- 0.85% |
$3.74K - $3.88K
|
13K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-195- 0.37% |
$6.57K - $6.82K
|
53.1K
$1.86M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-196- 0.93% |
$6.61K - $6.86K
|
20.8K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-347- 1.27% |
$11.7K - $12.1K
|
27K
$949K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-375- 13.29% |
$12.6K - $13.1K
|
2.45K
$85.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 20.32% |
$23.8K - $24.7K
|
2.77K
$97.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.02K- 4.18% |
$34.5K - $35.8K
|
23.4K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.78K- 5.63% |
$60.1K - $62.4K
|
29.9K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.22K- 13.79% |
$74.7K - $77.5K
|
13.8K
$486K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.79K- 22.1% |
$94.1K - $97.6K
|
9.83K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.98K- 20.05% |
$100K - $104K
|
11.9K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18.7K- 6.7% |
$630K - $654K
|
260K
$9.13M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-413K- 64.31% |
$13.9M - $14.5M
|
229K
$8.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-534K- 93.05% |
$18M - $18.7M
|
39.9K
$1.4M
|