Purchases and Sales Made in Q3 2021 in Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
90.8KNew |
$2.43M - $2.48M
|
90.8K
$3.16M
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
84K+ 49.71% |
$2.25M - $2.3M
|
253K
$8.79M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
66KNew |
$1.76M - $1.8M
|
66K
$2.29M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.3K+ 171.67% |
$569K - $582K
|
33.7K
$1.17M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 93.7% |
$424K - $433K
|
32.8K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.8K+ 142.71% |
$314K - $321K
|
20K
$695K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$299K - $306K
|
11.2K
$389K
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
10KNew |
$267K - $273K
|
10K
$348K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.88K+ 75.32% |
$184K - $188K
|
16K
$556K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.14KNew |
$164K - $168K
|
6.14K
$213K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.5KNew |
$93.6K - $95.6K
|
3.5K
$122K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.17K+ 208.04% |
$31.1K - $31.8K
|
1.73K
$59.9K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-158- 0.71% |
$4.22K - $4.32K
|
22K
$764K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-163- 0.63% |
$4.36K - $4.45K
|
25.7K
$894K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4K- 20.91% |
$107K - $109K
|
15.1K
$526K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-33.2K- 47.63% |
$889K - $908K
|
36.6K
$1.27M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66.4K- 96.17% |
$1.77M - $1.81M
|
2.65K
$91.9K
|