Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
132K+ 1001.2% |
$3.2M - $3.42M
|
145K
$4.46M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.5K+ 45.35% |
$1.81M - $1.93M
|
239K
$7.33M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
73.2K+ 217.17% |
$1.78M - $1.89M
|
107K
$3.28M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.7KNew |
$1.33M - $1.42M
|
54.7K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
48.7K+ 116.34% |
$1.18M - $1.26M
|
90.5K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.9K+ 241.36% |
$991K - $1.06M
|
57.8K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.9KNew |
$920K - $982K
|
37.9K
$1.16M
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
33.1KNew |
$803K - $856K
|
33.1K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.3KNew |
$566K - $604K
|
23.3K
$716K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
19.9K+ 52.03% |
$482K - $514K
|
58K
$1.78M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.1K+ 28.93% |
$367K - $392K
|
67.5K
$2.07M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.3K+ 8.18% |
$324K - $346K
|
177K
$5.42M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$270K - $288K
|
11.1K
$341K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1KNew |
$246K - $262K
|
10.1K
$311K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.23KNew |
$200K - $213K
|
8.23K
$253K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.49KNew |
$182K - $194K
|
7.49K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.5K+ 39.6% |
$133K - $142K
|
19.4K
$595K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 16.37% |
$74.9K - $79.9K
|
22K
$674K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
940+ 3.65% |
$22.8K - $24.3K
|
26.7K
$819K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
672+ 1.27% |
$16.3K - $17.4K
|
53.5K
$1.64M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-400- 3.78% |
$9.7K - $10.4K
|
10.2K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-946- 4.72% |
$22.9K - $24.5K
|
19.1K
$586K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28K- 6.02% |
$31.1K - $33.1K
|
20K
$614K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.61K- 16.2% |
$39.1K - $41.7K
|
8.33K
$256K
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.31K- 14.0% |
$55.9K - $59.7K
|
14.2K
$435K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.67K- 20.78% |
$64.8K - $69.2K
|
10.2K
$313K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-2.69K- 0.79% |
$65.4K - $69.7K
|
338K
$10.4M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.89K- 8.67% |
$94.4K - $101K
|
41K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.6K- 2.15% |
$111K - $119K
|
209K
$6.41M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.65K- 35.8% |
$137K - $146K
|
10.1K
$311K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-13.7K- 32.79% |
$333K - $355K
|
28.1K
$863K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-43.2K- 40.06% |
$1.05M - $1.12M
|
64.6K
$1.98M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-338KClosed |
$8.19M - $8.74M
|
0
$0
|