Purchases and Sales Made in Q4 2022 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 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
421KNew |
$10.6M - $11.3M
|
421K
$15.1M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
197KNew |
$4.98M - $5.3M
|
197K
$7.09M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
70.8KNew |
$1.79M - $1.9M
|
70.8K
$2.55M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
67.8KNew |
$1.71M - $1.82M
|
67.8K
$2.44M
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
35.3KNew |
$891K - $948K
|
35.3K
$1.27M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33.9K+ 75.29% |
$856K - $911K
|
78.9K
$2.84M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
29.1KNew |
$736K - $783K
|
29.1K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$588K - $625K
|
23.3K
$837K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8KNew |
$273K - $291K
|
10.8K
$389K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.03KNew |
$228K - $243K
|
9.03K
$325K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.38KNew |
$211K - $225K
|
8.38K
$301K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.06KNew |
$204K - $217K
|
8.06K
$290K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.67K+ 4.96% |
$168K - $179K
|
141K
$5.07M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.45K+ 188.21% |
$163K - $173K
|
9.88K
$355K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52KNew |
$88.9K - $94.5K
|
3.52K
$126K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.15K+ 4.89% |
$54.2K - $57.7K
|
46K
$1.65M
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.54K+ 1.07% |
$38.8K - $41.2K
|
144K
$5.19M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.51KNew |
$38K - $40.5K
|
1.51K
$54.1K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
719+ 1.81% |
$18.2K - $19.3K
|
40.4K
$1.45M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
510New |
$12.9K - $13.7K
|
510
$18.3K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
499+ 0.42% |
$12.6K - $13.4K
|
118K
$4.25M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.37K
|
200
$7.19K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
171New |
$4.32K - $4.59K
|
171
$6.15K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
97+ 0.5% |
$2.45K - $2.61K
|
19.7K
$707K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
46New |
$1.16K - $1.24K
|
46
$1.65K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35New |
$884 - $940
|
35
$1.26K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41- 0.49% |
$1.04K - $1.1K
|
8.33K
$299K
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-100- 1.19% |
$2.53K - $2.69K
|
8.29K
$298K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-500- 1.7% |
$12.6K - $13.4K
|
28.9K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-572- 3.47% |
$14.4K - $15.4K
|
15.9K
$572K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-700- 7.37% |
$17.7K - $18.8K
|
8.8K
$316K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.83K- 11.48% |
$46.2K - $49.1K
|
14.1K
$507K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.13K- 12.56% |
$53.7K - $57.1K
|
14.8K
$532K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 9.01% |
$84.3K - $89.7K
|
33.7K
$1.21M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-50.4K- 5.28% |
$1.27M - $1.35M
|
904K
$32.5M
|