Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.9KNew |
$443K - $454K
|
14.9K
$531K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.1KNew |
$360K - $369K
|
12.1K
$432K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$58.9K - $60.4K
|
1.98K
$70.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29KNew |
$38.5K - $39.4K
|
1.29K
$46.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.26KNew |
$37.4K - $38.4K
|
1.26K
$44.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 10.09% |
$32.6K - $33.5K
|
12K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
507New |
$15.1K - $15.4K
|
507
$18.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$238 - $244
|
8
$285
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$297 - $305
|
7
$250
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84- 0.62% |
$2.5K - $2.56K
|
13.5K
$480K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-181- 1.68% |
$5.38K - $5.52K
|
10.6K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-764- 1.63% |
$22.7K - $23.3K
|
46.1K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.88K- 12.32% |
$56K - $57.4K
|
13.4K
$478K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.11K- 5.04% |
$62.6K - $64.2K
|
39.7K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.93K- 3.27% |
$86.9K - $89.1K
|
86.5K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.95K- 7.76% |
$87.7K - $89.9K
|
35.1K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.78K- 28.7% |
$112K - $115K
|
9.4K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-4.66K- 19.57% |
$139K - $142K
|
19.2K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-6.21K- 29.41% |
$185K - $189K
|
14.9K
$531K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-27.8K- 99.59% |
$827K - $848K
|
116
$4.14K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-44.3K- 45.81% |
$1.32M - $1.35M
|
52.4K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.7K- 37.1% |
$1.42M - $1.45M
|
80.8K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-257K- 58.02% |
$7.64M - $7.84M
|
186K
$6.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-424K- 97.25% |
$12.6M - $12.9M
|
12K
$427K
|