Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT) 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 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.8K+ 519.72% |
$874K - $898K
|
30.8K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.8KNew |
$468K - $481K
|
13.8K
$493K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
9.42K+ 46.8% |
$319K - $328K
|
29.6K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.17KNew |
$243K - $250K
|
7.17K
$256K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.16KNew |
$243K - $249K
|
7.16K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.9K+ 3.82% |
$200K - $205K
|
160K
$5.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.78KNew |
$196K - $201K
|
5.78K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.75KNew |
$195K - $200K
|
5.75K
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.65KNew |
$191K - $197K
|
5.65K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.63K+ 10.12% |
$191K - $196K
|
61.3K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.62K+ 67.02% |
$156K - $161K
|
11.5K
$410K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.81K+ 20.51% |
$61.3K - $63K
|
10.6K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.42K+ 2.9% |
$48.1K - $49.4K
|
50.4K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
917+ 4.34% |
$31.1K - $31.9K
|
22K
$787K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
862+ 6.29% |
$29.2K - $30K
|
14.6K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
430+ 355.37% |
$14.6K - $15K
|
551
$19.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
407New |
$13.8K - $14.2K
|
407
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$13.5K - $13.9K
|
400
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
92+ 0.33% |
$3.12K - $3.2K
|
28K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7+ 0.02% |
$237 - $244
|
44.2K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$33.9 - $34.8
|
9.36K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$33.9 - $34.8
|
2.85K
$102K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$33.9 - $34.8
|
2.85K
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10- 0.35% |
$339 - $348
|
2.82K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-92- 0.38% |
$3.12K - $3.2K
|
24K
$856K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-99- 0.54% |
$3.35K - $3.45K
|
18.2K
$648K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-231- 1.61% |
$7.82K - $8.04K
|
14.1K
$504K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-301- 3.59% |
$10.2K - $10.5K
|
8.08K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 14.08% |
$33.9K - $34.8K
|
6.1K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.16K- 12.8% |
$39.4K - $40.5K
|
7.92K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.35K- 3.27% |
$45.6K - $46.9K
|
39.8K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.55K- 5.57% |
$52.3K - $53.8K
|
26.2K
$934K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.57K- 3.66% |
$53.1K - $54.6K
|
41.3K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.2K- 23.64% |
$74.6K - $76.7K
|
7.12K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 25.84% |
$132K - $136K
|
11.2K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.12K- 35.86% |
$139K - $143K
|
7.36K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.22K- 17.17% |
$143K - $147K
|
20.4K
$727K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.11K- 1.55% |
$173K - $178K
|
324K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 55.42% |
$372K - $383K
|
8.84K
$315K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12.5K- 73.13% |
$422K - $434K
|
4.58K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 65.93% |
$485K - $498K
|
7.39K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.5K- 45.87% |
$560K - $576K
|
19.5K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.6K- 67.87% |
$900K - $925K
|
12.6K
$449K
|