Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
210KNew |
$6.05M - $6.37M
|
210K
$7.42M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117KNew |
$3.38M - $3.56M
|
117K
$4.15M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
104KNew |
$3M - $3.16M
|
104K
$3.68M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
56.4KNew |
$1.63M - $1.71M
|
56.4K
$2M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26.9K+ 867.74% |
$776K - $816K
|
30K
$1.06M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$301K - $317K
|
10.4K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.57KNew |
$276K - $290K
|
9.57K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 266.7% |
$274K - $288K
|
13.1K
$462K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.7KNew |
$222K - $234K
|
7.7K
$272K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.23K+ 30.99% |
$209K - $220K
|
30.6K
$1.08M
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.3KNew |
$124K - $131K
|
4.3K
$152K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72K+ 12.77% |
$78.4K - $82.5K
|
24K
$849K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 4.67% |
$59.8K - $62.9K
|
46.5K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.97K+ 27.45% |
$56.9K - $59.9K
|
9.16K
$324K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
503+ 40.4% |
$14.5K - $15.3K
|
1.75K
$61.8K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-11- 0.06% |
$317 - $334
|
17.3K
$613K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25- 0.27% |
$721 - $759
|
9.26K
$328K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-270- 26.47% |
$7.79K - $8.19K
|
750
$26.5K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-558- 3.11% |
$16.1K - $16.9K
|
17.4K
$614K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-842- 1.62% |
$24.3K - $25.6K
|
51K
$1.8M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-886- 22.23% |
$25.6K - $26.9K
|
3.1K
$110K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.07K- 2.39% |
$31K - $32.6K
|
43.9K
$1.55M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.14K- 2.48% |
$32.8K - $34.5K
|
44.8K
$1.58M
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.36K- 6.63% |
$39.1K - $41.1K
|
19.1K
$675K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 56.26% |
$39.5K - $41.6K
|
1.07K
$37.7K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.74K- 6.98% |
$50.1K - $52.7K
|
23.2K
$819K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.7KClosed |
$222K - $234K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-30.7K- 66.72% |
$886K - $932K
|
15.3K
$542K
|