Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
320KNew |
$8.85M - $9.62M
|
320K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.7KNew |
$961K - $1.04M
|
34.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$753K - $818K
|
27.2K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$385K - $418K
|
13.9K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$281K - $305K
|
10.1K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.41K+ 6676.6% |
$260K - $283K
|
9.56K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.23KNew |
$200K - $217K
|
7.23K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.12K+ 62.85% |
$197K - $214K
|
18.5K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.75KNew |
$159K - $173K
|
5.75K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.68K+ 38.28% |
$157K - $171K
|
20.5K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.34K+ 21.77% |
$92.4K - $100K
|
18.7K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
510+ 0.65% |
$14.1K - $15.3K
|
79.5K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
192+ 1.92% |
$5.31K - $5.77K
|
10.2K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22+ 0.12% |
$609 - $661
|
18.4K
$622K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-215- 2.29% |
$5.95K - $6.46K
|
9.16K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 11.5% |
$29.1K - $31.6K
|
8.08K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.2K- 92.38% |
$33.2K - $36.1K
|
99
$3.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.36K- 0.77% |
$37.6K - $40.9K
|
176K
$5.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 0.65% |
$58K - $63K
|
320K
$10.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.36K- 15.26% |
$65.2K - $70.9K
|
13.1K
$443K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 28.76% |
$79.5K - $86.4K
|
7.12K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-4.96K- 34.77% |
$137K - $149K
|
9.3K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.28K- 8.7% |
$174K - $189K
|
66K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.79K- 11.89% |
$243K - $264K
|
65.2K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 29.67% |
$643K - $698K
|
55K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-414K- 85.84% |
$11.4M - $12.4M
|
68.2K
$2.31M
|