Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
262KNew |
$7.67M - $8.06M
|
262K
$9.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
141KNew |
$4.12M - $4.33M
|
141K
$4.96M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
101KNew |
$2.96M - $3.11M
|
101K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.4KNew |
$1.04M - $1.09M
|
35.4K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.4KNew |
$510K - $536K
|
17.4K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.09KNew |
$266K - $280K
|
9.09K
$320K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.47KNew |
$219K - $230K
|
7.47K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.84KNew |
$201K - $210K
|
6.84K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.73KNew |
$168K - $176K
|
5.73K
$202K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.73K+ 266.6% |
$168K - $176K
|
7.88K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
960New |
$28.1K - $29.5K
|
960
$33.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
825+ 5.69% |
$24.2K - $25.4K
|
15.3K
$540K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1K- 88.3% |
$29.4K - $30.9K
|
133
$4.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.05K- 11.94% |
$30.8K - $32.3K
|
7.74K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.4K- 8.67% |
$41K - $43.1K
|
14.7K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.58K- 15.78% |
$46.4K - $48.7K
|
8.45K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.71K- 4.11% |
$50.1K - $52.6K
|
39.9K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.48K- 7.34% |
$102K - $107K
|
43.9K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74K- 30.7% |
$139K - $146K
|
10.7K
$378K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 11.55% |
$144K - $151K
|
37.6K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.14K- 12.89% |
$151K - $158K
|
34.8K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-5.34K- 4.68% |
$156K - $164K
|
109K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.07K- 35.89% |
$236K - $248K
|
14.4K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.77K- 4.26% |
$257K - $270K
|
197K
$6.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.8K- 9.48% |
$317K - $332K
|
103K
$3.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.1K- 56.77% |
$353K - $371K
|
9.18K
$324K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 11.15% |
$385K - $404K
|
105K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.6K- 27.81% |
$632K - $664K
|
56K
$1.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-22.7K- 15.46% |
$665K - $698K
|
124K
$4.38M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-42.7K- 44.31% |
$1.25M - $1.31M
|
53.6K
$1.89M
|