Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.05MNew |
$29.6M - $30.8M
|
1.05M
$36.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.03MNew |
$28.9M - $30.1M
|
1.03M
$35.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
438K+ 666.73% |
$12.4M - $12.8M
|
504K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
231KNew |
$6.5M - $6.75M
|
231K
$7.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
217KNew |
$6.1M - $6.34M
|
217K
$7.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
168KNew |
$4.72M - $4.91M
|
168K
$5.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
145KNew |
$4.07M - $4.23M
|
145K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
126KNew |
$3.54M - $3.68M
|
126K
$4.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
91.7K+ 1310557.12% |
$2.59M - $2.69M
|
91.7K
$3.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.4K+ 196.68% |
$2.01M - $2.09M
|
108K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.4K+ 26.53% |
$1.51M - $1.56M
|
255K
$8.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
48.9KNew |
$1.38M - $1.43M
|
48.9K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
48.6KNew |
$1.37M - $1.42M
|
48.6K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
38.4K+ 144.42% |
$1.08M - $1.12M
|
65K
$2.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
24.4K+ 149.85% |
$687K - $714K
|
40.6K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22.3K+ 134.47% |
$629K - $654K
|
38.9K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.2KNew |
$569K - $591K
|
20.2K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9KNew |
$506K - $525K
|
17.9K
$621K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17.6KNew |
$497K - $516K
|
17.6K
$610K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
17.5KNew |
$493K - $512K
|
17.5K
$606K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.6K+ 69.95% |
$382K - $397K
|
33K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$378K - $393K
|
13.4K
$465K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12KNew |
$339K - $353K
|
12K
$417K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.6K+ 153.21% |
$327K - $340K
|
19.2K
$665K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.5KNew |
$296K - $307K
|
10.5K
$364K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10KNew |
$283K - $294K
|
10K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.71KNew |
$274K - $284K
|
9.71K
$336K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 12.46% |
$229K - $238K
|
73.2K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.19K+ 4.64% |
$202K - $210K
|
162K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.74KNew |
$190K - $197K
|
6.74K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.85KNew |
$137K - $142K
|
4.85K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.87KNew |
$109K - $113K
|
3.87K
$134K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.6K+ 19.85% |
$73.3K - $76.1K
|
15.7K
$544K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.99KNew |
$56.1K - $58.3K
|
1.99K
$68.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.74KNew |
$49K - $50.9K
|
1.74K
$60.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.04K+ 12.21% |
$29.2K - $30.3K
|
9.51K
$329K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
863+ 277.49% |
$24.3K - $25.3K
|
1.17K
$40.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
667New |
$18.8K - $19.5K
|
667
$23.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
518+ 5.84% |
$14.6K - $15.2K
|
9.39K
$325K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
474New |
$13.4K - $13.9K
|
474
$16.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
208+ 2.3% |
$5.86K - $6.09K
|
9.25K
$320K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-376- 7.29% |
$10.6K - $11K
|
4.78K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 16.96% |
$556K - $578K
|
96.6K
$3.34M
|