Purchases and Sales Made in Q2 2022 in Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
254K+ 1680.74% |
$6.66M - $7.22M
|
270K
$9.54M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17.1KNew |
$447K - $484K
|
17.1K
$604K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 94.25% |
$403K - $437K
|
31.7K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 63.38% |
$351K - $380K
|
34.5K
$1.22M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.17KNew |
$240K - $260K
|
9.17K
$324K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.16KNew |
$187K - $203K
|
7.16K
$253K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.41K+ 34.62% |
$168K - $182K
|
24.9K
$881K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.39K+ 10.53% |
$88.8K - $96.2K
|
35.6K
$1.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.65KNew |
$69.4K - $75.2K
|
2.65K
$93.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
2.5K+ 357.14% |
$65.5K - $70.9K
|
3.2K
$113K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.94K+ 18.39% |
$50.8K - $55K
|
12.5K
$442K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
89+ 15.67% |
$2.33K - $2.52K
|
657
$23.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35- 0.46% |
$916 - $993
|
7.57K
$268K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-45- 0.29% |
$1.18K - $1.28K
|
15.6K
$551K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-212- 1.44% |
$5.55K - $6.01K
|
14.5K
$514K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 3.17% |
$8.56K - $9.28K
|
10K
$354K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 3.17% |
$8.56K - $9.28K
|
10K
$354K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-645- 6.12% |
$16.9K - $18.3K
|
9.89K
$350K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-759- 4.96% |
$19.9K - $21.5K
|
14.5K
$514K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-765- 3.02% |
$20K - $21.7K
|
24.6K
$871K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-812Closed |
$21.3K - $23K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1KClosed |
$26.2K - $28.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.57K- 2.93% |
$41.1K - $44.5K
|
52.1K
$1.84M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.85K- 9.33% |
$48.5K - $52.6K
|
18K
$637K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.51K- 15.03% |
$65.8K - $71.3K
|
14.2K
$503K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.6KClosed |
$68.1K - $73.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.36KClosed |
$193K - $209K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.57KClosed |
$198K - $215K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8.09KClosed |
$212K - $229K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.64KClosed |
$252K - $274K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.71KClosed |
$254K - $276K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13KClosed |
$341K - $369K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-17.4KClosed |
$455K - $493K
|
0
$0
|