Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
348K+ 604.57% |
$9.48M - $9.97M
|
405K
$14.3M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
270K+ 2541.43% |
$7.38M - $7.75M
|
281K
$9.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
60.7K+ 126.81% |
$1.66M - $1.74M
|
109K
$3.83M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
53.3K+ 95.37% |
$1.45M - $1.53M
|
109K
$3.85M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
42KNew |
$1.15M - $1.21M
|
42K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42KNew |
$1.15M - $1.21M
|
42K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37.7KNew |
$1.03M - $1.08M
|
37.7K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 15.28% |
$814K - $855K
|
225K
$7.93M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 24.04% |
$593K - $623K
|
112K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$361K - $380K
|
13.2K
$467K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 42.4% |
$349K - $367K
|
43K
$1.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4KNew |
$312K - $328K
|
11.4K
$404K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.2K+ 108.99% |
$305K - $321K
|
21.4K
$756K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.34K+ 4.72% |
$255K - $268K
|
207K
$7.31M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.2KNew |
$251K - $264K
|
9.2K
$325K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.67KNew |
$237K - $249K
|
8.67K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.41K+ 16.21% |
$175K - $184K
|
46K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.26K+ 85.18% |
$171K - $180K
|
13.6K
$480K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.62KNew |
$98.7K - $104K
|
3.62K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.21K+ 26.59% |
$87.6K - $92.1K
|
15.3K
$539K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.88K+ 6.46% |
$78.5K - $82.5K
|
47.4K
$1.67M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 6.58% |
$57.2K - $60.2K
|
34K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
246+ 267.39% |
$6.71K - $7.06K
|
338
$11.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$5.87K - $6.17K
|
215
$7.58K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107New |
$2.92K - $3.07K
|
107
$3.77K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
97New |
$2.65K - $2.78K
|
97
$3.42K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53- 0.58% |
$1.45K - $1.52K
|
9.09K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-281- 1.73% |
$7.67K - $8.06K
|
16K
$565K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-399- 1.89% |
$10.9K - $11.4K
|
20.7K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 7.49% |
$28.6K - $30K
|
12.9K
$456K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.74K- 3.79% |
$47.5K - $49.9K
|
44.2K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.75K- 2.4% |
$74.9K - $78.8K
|
112K
$3.94M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.94K- 4.91% |
$80.2K - $84.3K
|
57K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 23.13% |
$87.7K - $92.2K
|
10.7K
$377K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.15K- 40.8% |
$195K - $205K
|
10.4K
$366K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-9.75K- 38.04% |
$266K - $280K
|
15.9K
$560K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.85K- 47.67% |
$269K - $283K
|
10.8K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.8K- 42.06% |
$293K - $309K
|
14.8K
$522K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14K- 8.64% |
$381K - $401K
|
148K
$5.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.5K- 90.31% |
$752K - $790K
|
2.95K
$104K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-218K- 96.45% |
$5.95M - $6.26M
|
8.03K
$283K
|