Purchases and Sales Made in Q4 2023 in Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.38MNew |
$36.8M - $40.6M
|
1.38M
$45.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
213KNew |
$5.68M - $6.26M
|
213K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.6K+ 138.51% |
$576K - $635K
|
37.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.2KNew |
$406K - $448K
|
15.2K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 104.03% |
$315K - $347K
|
23.1K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.6K+ 255.89% |
$203K - $224K
|
10.6K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.86K+ 1835.09% |
$130K - $143K
|
5.13K
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.52K+ 308.72% |
$40.7K - $44.8K
|
2.02K
$66.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.31K+ 12.36% |
$35K - $38.6K
|
11.9K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.22K+ 5.66% |
$32.6K - $35.9K
|
22.8K
$752K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670+ 1.36% |
$17.9K - $19.7K
|
49.8K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
346New |
$9.25K - $10.2K
|
346
$11.4K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
175New |
$4.68K - $5.16K
|
175
$5.78K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-70- 0.19% |
$1.87K - $2.06K
|
36K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 22.22% |
$2.14K - $2.36K
|
280
$9.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91- 0.59% |
$2.43K - $2.68K
|
15.3K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-186- 0.64% |
$4.97K - $5.48K
|
28.9K
$955K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 7.84% |
$5.35K - $5.89K
|
2.35K
$77.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-223- 0.48% |
$5.96K - $6.57K
|
46.2K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-679- 0.55% |
$18.1K - $20K
|
123K
$4.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-725- 0.29% |
$19.4K - $21.4K
|
250K
$8.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-867- 3.15% |
$23.2K - $25.5K
|
26.7K
$881K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.08K- 13.12% |
$28.9K - $31.9K
|
7.17K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 13.58% |
$29.9K - $33K
|
7.13K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4K- 15.35% |
$37.4K - $41.3K
|
7.73K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.86K- 22.76% |
$76.3K - $84.1K
|
9.69K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.06K- 9.05% |
$135K - $149K
|
50.8K
$1.68M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.65K- 43.18% |
$151K - $166K
|
7.43K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-7.03K- 75.26% |
$188K - $207K
|
2.31K
$76.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 26.67% |
$212K - $234K
|
21.8K
$721K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.17K- 44.33% |
$218K - $241K
|
10.3K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17.5K- 33.89% |
$469K - $517K
|
34.2K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 22.63% |
$760K - $838K
|
97.2K
$3.21M
|