Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
257K+ 1944.85% |
$7.29M - $7.77M
|
271K
$9.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63KNew |
$1.79M - $1.9M
|
63K
$2.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
39.6KNew |
$1.12M - $1.2M
|
39.6K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5KNew |
$637K - $678K
|
22.5K
$792K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14KNew |
$398K - $424K
|
14K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.62K+ 5.01% |
$159K - $170K
|
118K
$4.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.36K+ 4.93% |
$152K - $162K
|
114K
$4.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.19K+ 1.96% |
$62.1K - $66.2K
|
114K
$4.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 2116.49% |
$58.2K - $62K
|
2.15K
$75.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
825+ 3.23% |
$23.4K - $24.9K
|
26.4K
$930K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
262+ 2.5% |
$7.43K - $7.91K
|
10.8K
$379K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
176+ 1.15% |
$4.99K - $5.31K
|
15.5K
$545K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-174- 4.81% |
$4.93K - $5.25K
|
3.44K
$121K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-215- 1.0% |
$6.1K - $6.49K
|
21.2K
$749K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-250- 0.44% |
$7.09K - $7.55K
|
56.7K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-323- 2.18% |
$9.16K - $9.75K
|
14.5K
$511K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.01K- 0.68% |
$28.6K - $30.4K
|
147K
$5.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.05K- 11.44% |
$29.9K - $31.8K
|
8.15K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.41K- 0.68% |
$39.9K - $42.5K
|
206K
$7.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.74K- 20.08% |
$49.3K - $52.5K
|
6.93K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 7.13% |
$68.7K - $73.2K
|
31.5K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.57K- 5.81% |
$72.8K - $77.5K
|
41.6K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 7.12% |
$86.7K - $92.4K
|
39.9K
$1.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.15K- 19.84% |
$89.3K - $95.1K
|
12.7K
$449K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.46K- 7.52% |
$98K - $104K
|
42.5K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.55K- 21.99% |
$129K - $137K
|
16.1K
$569K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.86K- 81.97% |
$251K - $268K
|
1.95K
$68.8K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-12.8K- 11.7% |
$362K - $385K
|
96.3K
$3.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147K- 65.52% |
$4.18M - $4.45M
|
77.6K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-395K- 97.52% |
$11.2M - $11.9M
|
10K
$354K
|