Purchases and Sales Made in Q2 2021 in Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY) during Q2 2021. 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 22, 2021
Q2 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
192KNew |
$5.26M - $5.38M
|
192K
$6.35M
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
152K+ 17399.89% |
$4.16M - $4.26M
|
153K
$5.06M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88.8KNew |
$2.43M - $2.48M
|
88.8K
$2.93M
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
76.4KNew |
$2.09M - $2.14M
|
76.4K
$2.52M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.7KNew |
$730K - $748K
|
26.7K
$882K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.5KNew |
$697K - $714K
|
25.5K
$842K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7KNew |
$428K - $439K
|
15.7K
$518K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 170.55% |
$340K - $348K
|
19.8K
$652K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$336K - $344K
|
12.3K
$406K
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
12.2K+ 36.71% |
$333K - $341K
|
45.3K
$1.5M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$310K - $317K
|
11.3K
$374K
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.8KNew |
$241K - $246K
|
8.8K
$291K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.43KNew |
$230K - $236K
|
8.43K
$278K
|
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.81KNew |
$214K - $219K
|
7.81K
$258K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.44K+ 10.46% |
$203K - $208K
|
78.6K
$2.6M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.62KNew |
$99K - $101K
|
3.62K
$120K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$80.8K - $82.7K
|
2.95K
$97.6K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.81KNew |
$49.4K - $50.6K
|
1.81K
$59.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
540New |
$14.8K - $15.1K
|
540
$17.8K
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
361+ 6.31% |
$9.87K - $10.1K
|
6.08K
$201K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-73Closed |
$2K - $2.04K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-562Closed |
$15.4K - $15.7K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.9K- 38.04% |
$299K - $306K
|
17.8K
$589K
|