Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
422KNew |
$10.3M - $10.6M
|
422K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
119KNew |
$2.9M - $3M
|
119K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
67.4KNew |
$1.64M - $1.7M
|
67.4K
$2.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
63.3KNew |
$1.54M - $1.59M
|
63.3K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48KNew |
$1.16M - $1.21M
|
48K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
40.2KNew |
$977K - $1.01M
|
40.2K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 13.29% |
$771K - $799K
|
271K
$8.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.1K+ 107.68% |
$610K - $632K
|
48.4K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.3KNew |
$323K - $335K
|
13.3K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.5KNew |
$254K - $263K
|
10.5K
$329K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1KNew |
$245K - $253K
|
10.1K
$317K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$223K - $231K
|
9.2K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.48KNew |
$182K - $188K
|
7.48K
$235K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.77K+ 3.27% |
$140K - $145K
|
182K
$5.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.29K+ 6.93% |
$55.6K - $57.7K
|
35.4K
$1.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.16K+ 62.69% |
$52.4K - $54.3K
|
5.6K
$176K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
787New |
$19.1K - $19.8K
|
787
$24.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
650+ 5.3% |
$15.8K - $16.4K
|
12.9K
$406K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
609+ 2.54% |
$14.8K - $15.3K
|
24.6K
$773K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
595+ 2.98% |
$14.5K - $15K
|
20.6K
$647K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
400New |
$9.72K - $10.1K
|
400
$12.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-100- 0.99% |
$2.43K - $2.52K
|
10K
$315K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-112- 0.1% |
$2.72K - $2.82K
|
107K
$3.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-595- 4.76% |
$14.5K - $15K
|
11.9K
$374K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-627- 0.3% |
$15.2K - $15.8K
|
208K
$6.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-900- 6.35% |
$21.9K - $22.7K
|
13.3K
$417K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.23K- 4.59% |
$29.8K - $30.9K
|
25.5K
$801K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-3.31K- 5.7% |
$80.3K - $83.2K
|
54.7K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.64K- 16.59% |
$88.5K - $91.7K
|
18.3K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.2K- 21.67% |
$102K - $106K
|
15.2K
$478K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 15.99% |
$262K - $272K
|
56.7K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 31.53% |
$291K - $301K
|
26K
$817K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-12.1K- 18.67% |
$293K - $304K
|
52.6K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5K- 28.86% |
$375K - $389K
|
38.1K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.4K- 68.95% |
$471K - $488K
|
8.73K
$275K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 58.36% |
$581K - $602K
|
17.1K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-136K- 93.67% |
$3.31M - $3.43M
|
9.2K
$289K
|