Purchases and Sales Made in Q2 2023 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 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 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.6K+ 223.22% |
$787K - $824K
|
40K
$1.41M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
23KNew |
$658K - $688K
|
23K
$816K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
16.5KNew |
$470K - $492K
|
16.5K
$583K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
9.49K+ 53.97% |
$271K - $283K
|
27.1K
$958K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.37K+ 98.22% |
$267K - $280K
|
18.9K
$669K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.53KNew |
$215K - $225K
|
7.53K
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.44K+ 18.83% |
$212K - $222K
|
46.9K
$1.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$199K - $209K
|
6.99K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.13KNew |
$89.3K - $93.5K
|
3.13K
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
836+ 4.7% |
$23.9K - $25K
|
18.6K
$659K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.5 - $29.9
|
1
$35.4
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.02% |
$28.5 - $29.9
|
5.2K
$184K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-171- 0.74% |
$4.88K - $5.11K
|
22.9K
$811K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-188- 1.15% |
$5.36K - $5.62K
|
16.1K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-464- 4.73% |
$13.2K - $13.9K
|
9.35K
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-557- 1.94% |
$15.9K - $16.6K
|
28.1K
$994K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-661- 3.28% |
$18.9K - $19.7K
|
19.5K
$690K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-869- 1.7% |
$24.8K - $26K
|
50.2K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 15.63% |
$28.5K - $29.9K
|
5.4K
$191K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 13.59% |
$29.4K - $30.7K
|
6.55K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.1K- 5.43% |
$31.3K - $32.8K
|
19.1K
$676K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.12K- 2.88% |
$31.9K - $33.4K
|
37.7K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.8K- 2.34% |
$51.4K - $53.8K
|
75.3K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.86K- 19.38% |
$53K - $55.5K
|
7.72K
$273K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.01K- 7.05% |
$57.2K - $59.9K
|
26.4K
$936K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.15K- 15.51% |
$61.3K - $64.2K
|
11.7K
$415K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.2K- 15.85% |
$62.8K - $65.7K
|
11.7K
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.36K- 97.36% |
$67.4K - $70.6K
|
64
$2.26K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 8.92% |
$75.3K - $78.9K
|
27K
$955K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-3.2K- 17.84% |
$91.2K - $95.4K
|
14.7K
$521K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.58K- 9.64% |
$102K - $107K
|
33.5K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.16K- 2.15% |
$204K - $214K
|
326K
$11.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-8.94K- 13.18% |
$255K - $267K
|
58.9K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 46.69% |
$290K - $304K
|
11.6K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 43.54% |
$294K - $308K
|
13.4K
$473K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.1K- 30.31% |
$344K - $361K
|
27.8K
$982K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14K- 12.52% |
$400K - $419K
|
98K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14K- 45.34% |
$400K - $419K
|
16.9K
$599K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.5K- 65.2% |
$2.84M - $2.97M
|
53.1K
$1.88M
|