Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG) 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 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
614KNew |
$16M - $16.7M
|
614K
$22.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
383K+ 832.65% |
$9.96M - $10.5M
|
429K
$15.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
127KNew |
$3.29M - $3.46M
|
127K
$4.57M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
58.6KNew |
$1.52M - $1.6M
|
58.6K
$2.12M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
52.8K+ 77.93% |
$1.37M - $1.44M
|
121K
$4.36M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28.8KNew |
$748K - $785K
|
28.8K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
27.8K+ 3.08% |
$723K - $760K
|
932K
$33.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.8K+ 19.3% |
$593K - $622K
|
141K
$5.09M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.33KNew |
$243K - $255K
|
9.33K
$337K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.43KNew |
$193K - $203K
|
7.43K
$268K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4K+ 11.33% |
$104K - $109K
|
39.3K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 3.97% |
$34.8K - $36.5K
|
35.1K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.32K+ 258.63% |
$34.3K - $36K
|
1.83K
$66K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
925+ 3.2% |
$24K - $25.2K
|
29.9K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
298+ 0.42% |
$7.75K - $8.13K
|
71.1K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
161New |
$4.18K - $4.39K
|
161
$5.81K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
89New |
$2.31K - $2.43K
|
89
$3.21K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 3.51% |
$156 - $164
|
177
$6.39K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 11.43% |
$104 - $109
|
31
$1.12K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-30- 65.22% |
$780 - $819
|
16
$578
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-100- 1.21% |
$2.6K - $2.73K
|
8.19K
$296K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 20.0% |
$26K - $27.3K
|
4K
$144K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 89.77% |
$27.4K - $28.7K
|
120
$4.33K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 2.3% |
$31K - $32.6K
|
50.7K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.28K- 8.05% |
$33.3K - $35K
|
14.6K
$529K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 1.78% |
$36.5K - $38.3K
|
77.5K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.61K- 3.27% |
$120K - $126K
|
136K
$4.93M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-5.33K- 27.09% |
$139K - $146K
|
14.4K
$518K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.93K- 40.05% |
$154K - $162K
|
8.88K
$320K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.95K- 78.95% |
$181K - $190K
|
1.85K
$66.9K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-9.84K- 33.75% |
$256K - $268K
|
19.3K
$697K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-19.3K- 89.1% |
$502K - $527K
|
2.36K
$85.3K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-76.8K- 18.24% |
$2M - $2.1M
|
344K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-186K- 94.44% |
$4.84M - $5.08M
|
11K
$396K
|