Purchases and Sales Made in Q3 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
247K+ 1584.17% |
$6.83M - $7.32M
|
262K
$9.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
201KNew |
$5.57M - $5.97M
|
201K
$7.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
81KNew |
$2.24M - $2.4M
|
81K
$2.89M
|
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
36.1KNew |
$1M - $1.07M
|
36.1K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.4K+ 149.77% |
$926K - $992K
|
55.7K
$1.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.7K+ 329.61% |
$879K - $942K
|
41.4K
$1.47M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.3KNew |
$91.4K - $97.9K
|
3.3K
$118K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 16.78% |
$74.4K - $79.8K
|
18.7K
$667K
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
805+ 4.75% |
$22.3K - $23.9K
|
17.8K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700New |
$19.4K - $20.8K
|
700
$24.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
639+ 152.87% |
$17.7K - $19K
|
1.06K
$37.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-57- 0.59% |
$1.58K - $1.69K
|
9.67K
$345K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-584- 2.42% |
$16.2K - $17.3K
|
23.5K
$838K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 10.62% |
$30K - $32.2K
|
9.13K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.27K- 24.19% |
$118K - $127K
|
13.4K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-5.8K- 23.51% |
$161K - $172K
|
18.9K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.44K- 24.94% |
$178K - $191K
|
19.4K
$691K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-161K- 31.92% |
$4.46M - $4.78M
|
343K
$12.2M
|