Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
424K+ 3638.61% |
$12.1M - $12.7M
|
436K
$15.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
28KNew |
$800K - $840K
|
28K
$997K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$682K - $716K
|
23.8K
$849K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$420K - $441K
|
14.7K
$523K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7KNew |
$200K - $210K
|
7K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.18K+ 30.62% |
$91K - $95.5K
|
13.6K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 0.51% |
$64.3K - $67.5K
|
443K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$487 - $511
|
17
$606
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.36% |
$1K - $1.05K
|
9.57K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-136- 1.25% |
$3.89K - $4.09K
|
10.7K
$383K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-210- 0.5% |
$6.01K - $6.31K
|
41.8K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-600- 1.55% |
$17.2K - $18K
|
38K
$1.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-628- 1.32% |
$18K - $18.9K
|
46.9K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.19K- 9.15% |
$91.3K - $95.9K
|
31.7K
$1.13M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11.8K- 52.08% |
$339K - $356K
|
10.9K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13K- 49.7% |
$373K - $392K
|
13.2K
$470K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.2K- 11.99% |
$377K - $396K
|
96.7K
$3.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 46.35% |
$378K - $397K
|
15.3K
$545K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.2K- 28.9% |
$1.49M - $1.57M
|
128K
$4.58M
|