Purchases and Sales Made in Q4 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 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 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
324K+ 192.45% |
$9.45M - $9.62M
|
492K
$19.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
134KNew |
$3.91M - $3.98M
|
134K
$5.27M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
55.3KNew |
$1.61M - $1.64M
|
55.3K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.5KNew |
$804K - $819K
|
27.5K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$791K - $806K
|
27.1K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.5K+ 83.15% |
$657K - $669K
|
49.6K
$1.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.7KNew |
$605K - $616K
|
20.7K
$815K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
17.8K+ 10.27% |
$520K - $529K
|
191K
$7.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15KNew |
$439K - $447K
|
15K
$592K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4KNew |
$391K - $398K
|
13.4K
$526K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 190.82% |
$388K - $395K
|
20.2K
$796K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.3KNew |
$359K - $366K
|
12.3K
$484K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 2.91% |
$334K - $340K
|
404K
$15.9M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.1KNew |
$324K - $329K
|
11.1K
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11KNew |
$322K - $328K
|
11K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.3K+ 248.39% |
$300K - $305K
|
14.4K
$567K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10KNew |
$292K - $297K
|
10K
$393K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.43KNew |
$246K - $251K
|
8.43K
$331K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.39KNew |
$245K - $249K
|
8.39K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.9KNew |
$202K - $205K
|
6.9K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.86KNew |
$200K - $204K
|
6.86K
$270K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
3.09K+ 8.69% |
$90.1K - $91.8K
|
38.6K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19KNew |
$63.9K - $65.1K
|
2.19K
$86.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.91KNew |
$55.8K - $56.8K
|
1.91K
$75.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.71K+ 4.88% |
$50K - $50.9K
|
36.8K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$49.6K - $50.5K
|
1.7K
$66.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.65K+ 60.0% |
$48.2K - $49.1K
|
4.4K
$173K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.57K+ 20.61% |
$45.8K - $46.6K
|
9.18K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 1.86% |
$37K - $37.6K
|
69.2K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
614+ 4.4% |
$17.9K - $18.3K
|
14.6K
$573K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
465+ 2.79% |
$13.6K - $13.8K
|
17.1K
$674K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
443New |
$12.9K - $13.2K
|
443
$17.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
302+ 6.25% |
$8.82K - $8.98K
|
5.13K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
220+ 1.35% |
$6.42K - $6.54K
|
16.5K
$650K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
159New |
$4.64K - $4.73K
|
159
$6.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$292 - $297
|
10
$393
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68- 0.12% |
$1.99K - $2.02K
|
57.1K
$2.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-123- 0.95% |
$3.59K - $3.66K
|
12.8K
$504K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-347- 2.87% |
$10.1K - $10.3K
|
11.7K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-444- 1.83% |
$13K - $13.2K
|
23.8K
$938K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-684- 8.66% |
$20K - $20.3K
|
7.21K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-768- 6.48% |
$22.4K - $22.8K
|
11.1K
$436K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-798- 1.33% |
$23.3K - $23.7K
|
59.1K
$2.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-800- 5.69% |
$23.4K - $23.8K
|
13.3K
$522K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 9.54% |
$38.8K - $39.5K
|
12.6K
$496K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.34K- 0.38% |
$39K - $39.7K
|
346K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.35K- 1.63% |
$39.4K - $40.2K
|
81.7K
$3.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 5.59% |
$47.6K - $48.5K
|
27.5K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.84K- 10.51% |
$53.7K - $54.6K
|
15.7K
$616K
|