Purchases and Sales Made in Q2 2022 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1KNew |
$31.6K - $34K
|
1.1K
$43.3K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1K+ 5.05% |
$28.9K - $31.1K
|
20.8K
$822K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
596+ 5.42% |
$17.2K - $18.5K
|
11.6K
$458K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
381New |
$11K - $11.8K
|
381
$15K
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
342+ 2.63% |
$9.87K - $10.6K
|
13.3K
$527K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-318- 3.36% |
$9.17K - $9.89K
|
9.15K
$361K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-585- 4.21% |
$16.9K - $18.2K
|
13.3K
$525K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-737- 0.79% |
$21.3K - $22.9K
|
92.1K
$3.64M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-995- 4.83% |
$28.7K - $30.9K
|
19.6K
$774K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.42K- 31.97% |
$41.1K - $44.2K
|
3.03K
$120K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.52K- 21.75% |
$43.9K - $47.3K
|
5.47K
$216K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2K- 66.67% |
$57.7K - $62.2K
|
1K
$39.5K
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.02K- 14.44% |
$87K - $93.8K
|
17.9K
$706K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.65K- 5.86% |
$105K - $113K
|
58.6K
$2.31M
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.74K- 33.81% |
$137K - $147K
|
9.29K
$367K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.91K- 22.06% |
$142K - $153K
|
17.3K
$685K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.57KClosed |
$190K - $204K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-7.42K- 48.01% |
$214K - $231K
|
8.03K
$317K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.47K- 27.49% |
$215K - $232K
|
19.7K
$778K
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.74K- 6.93% |
$252K - $272K
|
117K
$4.63M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.23K- 1.55% |
$266K - $287K
|
586K
$23.1M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.44KClosed |
$272K - $294K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-11.2K- 3.37% |
$323K - $348K
|
321K
$12.7M
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-13.7KClosed |
$395K - $426K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.9KClosed |
$488K - $526K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.4K- 44.0% |
$503K - $542K
|
22.2K
$876K
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-26.5KClosed |
$764K - $824K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34.8K- 83.13% |
$1M - $1.08M
|
7.07K
$279K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-35.5K- 64.64% |
$1.02M - $1.1M
|
19.4K
$767K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-44.2K- 72.61% |
$1.28M - $1.38M
|
16.7K
$659K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-64.4KClosed |
$1.86M - $2M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-179KClosed |
$5.16M - $5.56M
|
0
$0
|