Purchases and Sales Made in Q4 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 Q4 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
Jan 10, 2024 Q4 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.11M
+ 95.87%
$59.3M - $65M
4.31M $155M
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.8M
+ 4780.74%
$50.5M - $55.4M
1.84M $66M
Jan 31, 2024 Q4 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
591K
+ 502.01%
$16.6M - $18.2M
709K $25.5M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
307K
+ 70.69%
$8.62M - $9.45M
741K $26.6M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
282K
New
$7.91M - $8.68M
282K $10.1M
Jan 30, 2024 Q4 2023
Private Client Services, LLC

Louisville, KY
BUY
 -
241K
New
$6.76M - $7.41M
241K $8.65M
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
155K
+ 277.76%
$4.36M - $4.79M
211K $7.59M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
123K
New
$3.45M - $3.78M
123K $4.41M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
120K
New
$3.37M - $3.69M
120K $4.31M
Feb 08, 2024 Q4 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
104K
New
$2.92M - $3.21M
104K $3.74M
Jan 24, 2024 Q4 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
82.1K
New
$2.31M - $2.53M
82.1K $2.95M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
78.9K
+ 195.19%
$2.22M - $2.43M
119K $4.29M
Feb 05, 2024 Q4 2023
Triumph Capital Management

BUY
 -
68.3K
+ 77.61%
$1.92M - $2.11M
156K $5.62M
Jan 22, 2024 Q4 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
61.4K
+ 43.73%
$1.72M - $1.89M
202K $7.25M
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
59.1K
New
$1.66M - $1.82M
59.1K $2.13M
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
47.9K
+ 12.33%
$1.35M - $1.48M
436K $15.7M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
46.5K
New
$1.31M - $1.43M
46.5K $1.67M
Feb 14, 2024 Q4 2023
Old Mission Capital LLC

BUY
 -
31.2K
New
$877K - $962K
31.2K $1.12M
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
25.4K
New
$714K - $783K
25.4K $913K
Feb 15, 2024 Q4 2023
Encompass More Asset Management

Danville, CA
BUY
 -
25K
New
$702K - $770K
25K $899K
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
23.3K
New
$654K - $718K
23.3K $837K
Jan 10, 2024 Q4 2023
Diligent Investors, LLC

BUY
 -
16.4K
New
$461K - $505K
16.4K $589K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
16.3K
New
$457K - $501K
16.3K $585K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
15.4K
+ 131.21%
$432K - $474K
27.1K $974K
Jan 31, 2024 Q4 2023
Cra Financial Services, LLC

BUY
 -
15.3K
+ 116.63%
$430K - $472K
28.5K $1.02M
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
15.2K
+ 209.86%
$428K - $469K
22.5K $809K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
15K
+ 63.06%
$422K - $462K
38.8K $1.39M
Jan 18, 2024 Q4 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
14.6K
+ 11.14%
$410K - $450K
146K $5.23M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
14.6K
+ 192.46%
$410K - $450K
22.2K $797K
Feb 14, 2024 Q4 2023
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
12.7K
New
$356K - $391K
12.7K $456K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
12.6K
+ 94.08%
$353K - $387K
25.9K $931K
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
12.4K
+ 128.78%
$347K - $381K
21.9K $789K
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
12.3K
+ 16.93%
$347K - $380K
85.2K $3.06M
Feb 07, 2024 Q4 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
11.5K
+ 12.77%
$324K - $355K
102K $3.66M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.3K
New
$317K - $348K
11.3K $405K
Jan 31, 2024 Q4 2023
Onyx Bridge Wealth Group LLC

BUY
 -
11.3K
+ 5.61%
$317K - $347K
212K $7.63M
Jun 26, 2024 Q4 2023
Old Port Advisors

BUY
 -
10.2K
New
$286K - $314K
10.2K $366K
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
8.74K
New
$246K - $269K
8.74K $314K
Feb 09, 2024 Q4 2023
Atlantic Private Wealth, LLC

BUY
 -
8.65K
+ 768.89%
$243K - $267K
9.78K $351K
Jan 12, 2024 Q4 2023
Retirement Planning Group

BUY
 -
8.59K
+ 40.59%
$241K - $265K
29.7K $1.07M
Jan 31, 2024 Q4 2023
Sterling Financial Planning, Inc.

BUY
 -
8.45K
New
$237K - $260K
8.45K $304K
Jan 22, 2024 Q4 2023
4 J Wealth Management LLC

BUY
 -
8.25K
New
$232K - $254K
8.25K $297K
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
7.93K
New
$223K - $244K
7.93K $285K
Feb 12, 2024 Q4 2023
Schulz Wealth, Ltd.

Mansfield, TX
BUY
 -
7.32K
New
$205K - $225K
7.32K $263K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
7.14K
New
$201K - $220K
7.14K $257K
Feb 14, 2024 Q4 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
7.04K
New
$198K - $217K
7.04K $253K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
6.05K
New
$170K - $186K
6.05K $218K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
3.52K
New
$98.8K - $108K
3.52K $126K
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.82K
New
$79.2K - $86.9K
2.82K $101K

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