Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
328KNew |
$9.11M - $9.42M
|
328K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
89.4KNew |
$2.48M - $2.57M
|
89.4K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.8K+ 55.86% |
$1.8M - $1.86M
|
181K
$6.44M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
53.5K+ 94.83% |
$1.48M - $1.54M
|
110K
$3.92M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
38.6KNew |
$1.07M - $1.11M
|
38.6K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
21.1KNew |
$586K - $606K
|
21.1K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$457K - $473K
|
16.5K
$587K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.4KNew |
$456K - $471K
|
16.4K
$585K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 127.61% |
$444K - $459K
|
28.5K
$1.02M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14K+ 114.15% |
$388K - $401K
|
26.2K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.8KNew |
$355K - $367K
|
12.8K
$456K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12KNew |
$333K - $344K
|
12K
$427K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10.9KNew |
$302K - $313K
|
10.9K
$388K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10.2K+ 32.27% |
$285K - $294K
|
42K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.16KNew |
$254K - $263K
|
9.16K
$327K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.79KNew |
$244K - $253K
|
8.79K
$314K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.56K+ 3.86% |
$210K - $217K
|
203K
$7.25M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.92KNew |
$192K - $199K
|
6.92K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.8KNew |
$189K - $195K
|
6.8K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
3.63K+ 8.26% |
$101K - $104K
|
47.5K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.41K+ 10.84% |
$94.6K - $97.9K
|
34.9K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$53.9K - $55.7K
|
1.94K
$69.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8KNew |
$50K - $51.7K
|
1.8K
$64.2K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6KNew |
$44.4K - $46K
|
1.6K
$57.1K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 14.34% |
$36.1K - $37.4K
|
10.4K
$370K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
817+ 9.15% |
$22.7K - $23.5K
|
9.75K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
369+ 103.65% |
$10.2K - $10.6K
|
725
$25.9K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
184+ 1.61% |
$5.11K - $5.28K
|
11.6K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 45.45% |
$2.08K - $2.15K
|
240
$8.56K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68New |
$1.89K - $1.95K
|
68
$2.42K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
24New |
$666 - $689
|
24
$856
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.0% |
$55.5 - $57.4
|
52
$1.85K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 44.44% |
$111 - $115
|
5
$178
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-33- 0.34% |
$916 - $948
|
9.61K
$343K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-782- 3.33% |
$21.7K - $22.5K
|
22.7K
$810K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 0.28% |
$34.8K - $36K
|
441K
$15.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-127K- 70.81% |
$3.53M - $3.65M
|
52.4K
$1.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-348K- 96.76% |
$9.66M - $9.99M
|
11.7K
$415K
|