Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Ultra Bu (UAUG)

UAUG Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG) during Q3 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
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.2M
New
$62.7M - $65.5M
2.2M $79.4M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
979K
+ 2261.86%
$27.9M - $29.1M
1.02M $36.9M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
389K
New
$11.1M - $11.6M
389K $14M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
242K
+ 597.58%
$6.88M - $7.19M
282K $10.2M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
201K
New
$5.72M - $5.98M
201K $7.25M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
187K
+ 162.5%
$5.32M - $5.56M
302K $10.9M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
140K
New
$4M - $4.18M
140K $5.07M
Oct 11, 2023 Q3 2023
Donald L. Hagan, LLC

BUY
 -
93.7K
New
$2.67M - $2.79M
93.7K $3.38M
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
88.1K
New
$2.51M - $2.62M
88.1K $3.18M
Nov 13, 2023 Q3 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
79.8K
New
$2.27M - $2.37M
79.8K $2.88M
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
76.7K
+ 186.84%
$2.18M - $2.28M
118K $4.25M
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
73.6K
New
$2.09M - $2.19M
73.6K $2.66M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
62.6K
New
$1.78M - $1.86M
62.6K $2.26M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
62.3K
+ 16.77%
$1.77M - $1.85M
434K $15.7M
Oct 18, 2023 Q3 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
46.6K
New
$1.33M - $1.39M
46.6K $1.68M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
42.5K
+ 316.53%
$1.21M - $1.27M
55.9K $2.02M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
36.2K
New
$1.03M - $1.08M
36.2K $1.31M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
29.1K
+ 47.44%
$827K - $865K
90.3K $3.26M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
28.6K
+ 240.77%
$813K - $850K
40.4K $1.46M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
28K
New
$798K - $835K
28K $1.01M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
26.8K
+ 247.79%
$763K - $798K
37.6K $1.36M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
23.4K
New
$665K - $695K
23.4K $844K
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
21.1K
New
$602K - $629K
21.1K $763K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
19.4K
New
$551K - $576K
19.4K $699K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
19.3K
New
$549K - $574K
19.3K $696K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
17.9K
New
$509K - $532K
17.9K $645K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
17.9K
+ 32.47%
$508K - $531K
72.9K $2.63M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
17.2K
+ 246.83%
$489K - $512K
24.2K $872K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
14.9K
New
$425K - $444K
14.9K $539K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
14K
New
$400K - $418K
14K $507K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
13.4K
New
$380K - $397K
13.4K $482K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
13.1K
New
$374K - $391K
13.1K $474K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
11.7K
New
$334K - $349K
11.7K $423K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
10.2K
New
$291K - $304K
10.2K $369K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.59K
New
$273K - $285K
9.59K $346K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
9.16K
+ 62.54%
$261K - $272K
23.8K $859K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
8.56K
New
$244K - $255K
8.56K $309K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
7.58K
New
$216K - $226K
7.58K $274K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
5.05K
New
$144K - $150K
5.05K $182K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

BUY
 -
4.93K
New
$140K - $147K
4.93K $178K
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
2.48K
+ 1.93%
$70.6K - $73.8K
131K $4.73M
Nov 09, 2023 Q3 2023
Atlantic Private Wealth, LLC

BUY
 -
1.13K
New
$32K - $33.5K
1.13K $40.6K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1K
+ 25.0%
$28.5K - $29.8K
5K $181K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
660
New
$18.8K - $19.6K
660 $23.8K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
250
New
$7.12K - $7.44K
250 $9.03K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-35
- 62.5%
$996 - $1.04K
21 $758
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

SELL
 -
-126
- 1.71%
$3.59K - $3.75K
7.26K $262K

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