Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.8K+ 243.92% |
$2.42M - $2.51M
|
122K
$4.32M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
30KNew |
$835K - $869K
|
30K
$1.06M
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.5KNew |
$292K - $304K
|
10.5K
$370K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.43KNew |
$262K - $273K
|
9.43K
$333K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 7.2% |
$87.1K - $90.7K
|
46.6K
$1.64M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.33K+ 65.27% |
$64.7K - $67.3K
|
5.89K
$208K
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.81K+ 14.79% |
$50.3K - $52.3K
|
14K
$495K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 3.43% |
$47.3K - $49.2K
|
51.2K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.43K+ 1.37% |
$39.7K - $41.3K
|
105K
$3.72M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 1.67% |
$13.9K - $14.5K
|
30.5K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 0.24% |
$1.5K - $1.56K
|
23K
$811K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-89- 0.49% |
$2.48K - $2.58K
|
18.2K
$641K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-150- 0.36% |
$4.17K - $4.34K
|
41.1K
$1.45M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-500- 4.68% |
$13.9K - $14.5K
|
10.2K
$359K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 2.77% |
$28K - $29.1K
|
35.4K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.41K- 2.77% |
$39.1K - $40.7K
|
49.4K
$1.74M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.22K- 15.94% |
$89.4K - $93.1K
|
17K
$598K
|