Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
71.7K+ 781.69% |
$2.13M - $2.24M
|
80.9K
$3.2M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
50.7K+ 91.72% |
$1.5M - $1.58M
|
106K
$4.19M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
43.7KNew |
$1.3M - $1.36M
|
43.7K
$1.73M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.2K+ 52.83% |
$776K - $816K
|
75.7K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$397K - $417K
|
13.4K
$529K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 190.82% |
$393K - $414K
|
20.2K
$799K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1KNew |
$330K - $347K
|
11.1K
$440K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11KNew |
$325K - $342K
|
11K
$433K
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10.7K+ 51.81% |
$318K - $335K
|
31.5K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.7KNew |
$316K - $332K
|
10.7K
$421K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
8.81KNew |
$261K - $275K
|
8.81K
$348K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.55KNew |
$253K - $267K
|
8.55K
$338K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77KNew |
$230K - $242K
|
7.77K
$307K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.7K+ 51.15% |
$228K - $240K
|
22.7K
$898K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.34K+ 67.71% |
$218K - $229K
|
18.2K
$719K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.38KNew |
$130K - $137K
|
4.38K
$173K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.73K+ 73.8% |
$111K - $116K
|
8.78K
$347K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.6K+ 21.0% |
$107K - $112K
|
20.7K
$819K
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.35K+ 3.43% |
$99.2K - $104K
|
101K
$3.99M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.06K+ 0.98% |
$90.5K - $95.3K
|
316K
$12.5M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
2.68K+ 4.33% |
$79.4K - $83.6K
|
64.6K
$2.55M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.64K+ 27.97% |
$78.2K - $82.3K
|
12.1K
$477K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$48.3K - $50.8K
|
1.63K
$64.4K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$38.5K - $40.5K
|
1.3K
$51.4K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$29.6K - $31.2K
|
1K
$39.5K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
749+ 0.92% |
$22.2K - $23.4K
|
82.3K
$3.25M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
675New |
$20K - $21K
|
675
$26.7K
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
637+ 7.56% |
$18.9K - $19.9K
|
9.06K
$358K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
395+ 1.13% |
$11.7K - $12.3K
|
35.3K
$1.4M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
145+ 0.72% |
$4.3K - $4.52K
|
20.3K
$802K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47+ 0.29% |
$1.39K - $1.47K
|
16.2K
$641K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-96- 60.38% |
$2.84K - $2.99K
|
63
$2.49K
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-104- 0.91% |
$3.08K - $3.24K
|
11.3K
$448K
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-168- 1.71% |
$4.98K - $5.24K
|
9.65K
$381K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-229- 1.16% |
$6.79K - $7.14K
|
19.6K
$774K
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-393- 3.35% |
$11.6K - $12.3K
|
11.3K
$448K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-650- 5.25% |
$19.3K - $20.3K
|
11.7K
$463K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1K- 13.16% |
$29.6K - $31.2K
|
6.6K
$261K
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2.79K- 21.01% |
$82.6K - $86.9K
|
10.5K
$414K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.38K- 27.69% |
$100K - $105K
|
8.83K
$349K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.5K- 28.46% |
$104K - $109K
|
8.8K
$348K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.33K- 84.37% |
$128K - $135K
|
802
$31.7K
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-5.25K- 33.55% |
$156K - $164K
|
10.4K
$411K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.73K- 10.04% |
$170K - $179K
|
51.3K
$2.03M
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-7.7K- 15.85% |
$228K - $240K
|
40.9K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10.2K- 42.82% |
$302K - $318K
|
13.6K
$538K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 7.69% |
$305K - $321K
|
124K
$4.88M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.1K- 4.01% |
$359K - $378K
|
290K
$11.5M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 3.09% |
$370K - $390K
|
392K
$15.5M
|