Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
433K+ 824.42% |
$10.7M - $10.9M
|
486K
$15.3M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
373K+ 88.23% |
$9.22M - $9.36M
|
795K
$25M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
232KNew |
$5.73M - $5.82M
|
232K
$7.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
95.6KNew |
$2.37M - $2.4M
|
95.6K
$3M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
59.4K+ 88.21% |
$1.47M - $1.49M
|
127K
$3.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
56.9K+ 100.35% |
$1.41M - $1.43M
|
114K
$3.57M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
37.3K+ 366.65% |
$923K - $937K
|
47.5K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
37.3KNew |
$923K - $937K
|
37.3K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.8K+ 314.07% |
$813K - $825K
|
43.3K
$1.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30.8KNew |
$761K - $773K
|
30.8K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.5K+ 54.73% |
$656K - $666K
|
75K
$2.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
23.8K+ 67.21% |
$588K - $597K
|
59.1K
$1.86M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2KNew |
$475K - $482K
|
19.2K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2KNew |
$475K - $482K
|
19.2K
$603K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
15.3KNew |
$379K - $385K
|
15.3K
$481K
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14KNew |
$347K - $352K
|
14K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 4.11% |
$275K - $279K
|
282K
$8.85M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.75K+ 16.88% |
$241K - $245K
|
67.5K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.22KNew |
$228K - $232K
|
9.22K
$290K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.06KNew |
$224K - $228K
|
9.06K
$285K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.82KNew |
$218K - $222K
|
8.82K
$277K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.28KNew |
$205K - $208K
|
8.28K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.2KNew |
$104K - $106K
|
4.2K
$132K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.67K+ 5.79% |
$90.8K - $92.2K
|
67K
$2.11M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 13.72% |
$62.2K - $63.1K
|
20.8K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.1KNew |
$52K - $52.8K
|
2.1K
$66K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.01KNew |
$49.6K - $50.4K
|
2.01K
$63K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2K+ 3.1% |
$49.5K - $50.2K
|
66.6K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1.83K+ 3.34% |
$45.3K - $45.9K
|
56.6K
$1.78M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
990+ 0.83% |
$24.5K - $24.9K
|
120K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
270+ 2.03% |
$6.68K - $6.78K
|
13.6K
$426K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
201New |
$4.97K - $5.05K
|
201
$6.32K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
135+ 1.49% |
$3.34K - $3.39K
|
9.2K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-135- 1.47% |
$3.34K - $3.39K
|
9.06K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-204- 1.58% |
$5.05K - $5.12K
|
12.7K
$399K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-933- 8.39% |
$23.1K - $23.4K
|
10.2K
$320K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.4K- 13.97% |
$34.7K - $35.2K
|
8.63K
$271K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.81K- 17.97% |
$44.8K - $45.4K
|
8.26K
$260K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 14.67% |
$62K - $62.9K
|
14.6K
$458K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.75K- 2.57% |
$67.9K - $69K
|
104K
$3.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.9K- 18.93% |
$96.4K - $97.8K
|
16.7K
$524K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.01K- 2.89% |
$149K - $151K
|
202K
$6.35M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.51K- 29.5% |
$186K - $189K
|
18K
$564K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 28.66% |
$285K - $290K
|
28.7K
$901K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 40.33% |
$380K - $386K
|
22.7K
$714K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.3K- 78.43% |
$477K - $484K
|
5.3K
$167K
|