Purchases and Sales Made in Q3 2022 in Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
132K+ 16.45% |
$3.43M - $3.7M
|
932K
$31.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
63.9KNew |
$1.66M - $1.8M
|
63.9K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59.5K+ 21.71% |
$1.55M - $1.67M
|
333K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
58.2K+ 331.22% |
$1.51M - $1.64M
|
75.7K
$2.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.2KNew |
$1.02M - $1.1M
|
39.2K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.6K+ 2.01% |
$666K - $719K
|
1.3M
$44.3M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
22.4KNew |
$584K - $631K
|
22.4K
$765K
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$384K - $414K
|
14.7K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$367K - $396K
|
14.1K
$481K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 167.21% |
$69.2K - $74.7K
|
4.25K
$145K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.52K+ 3.84% |
$39.6K - $42.8K
|
41.2K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 6.62% |
$37.5K - $40.5K
|
23.2K
$790K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
341+ 1.76% |
$8.88K - $9.59K
|
19.7K
$672K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 2.16% |
$4.56K - $4.92K
|
7.92K
$270K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-500- 1.48% |
$13K - $14.1K
|
33.3K
$1.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-865- 3.0% |
$22.5K - $24.3K
|
28K
$954K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.9K- 77.53% |
$180K - $194K
|
2K
$68.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.54K- 51.02% |
$222K - $240K
|
8.2K
$280K
|