Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
104KNew |
$3.08M - $3.15M
|
104K
$3.68M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27K+ 119.69% |
$799K - $817K
|
49.5K
$1.75M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$737K - $754K
|
24.9K
$881K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
23.8K+ 112.76% |
$706K - $723K
|
45K
$1.59M
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
20.4KNew |
$605K - $620K
|
20.4K
$723K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 66.87% |
$527K - $539K
|
44.4K
$1.57M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
13.2KNew |
$391K - $400K
|
13.2K
$467K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.9K+ 30.94% |
$321K - $329K
|
45.9K
$1.62M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.29KNew |
$275K - $281K
|
9.29K
$328K
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
8.33KNew |
$247K - $252K
|
8.33K
$295K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
8.01KNew |
$237K - $243K
|
8.01K
$283K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.7KNew |
$228K - $233K
|
7.7K
$272K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1K+ 10.33% |
$29.6K - $30.3K
|
10.7K
$378K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
23+ 16.43% |
$681 - $697
|
163
$5.77K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-185- 7.06% |
$5.48K - $5.61K
|
2.44K
$86.1K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-352- 22.04% |
$10.4K - $10.7K
|
1.25K
$44K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-500- 2.71% |
$14.8K - $15.2K
|
17.9K
$634K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-990- 9.34% |
$29.3K - $30K
|
9.61K
$340K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.51KClosed |
$74.3K - $76.1K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 11.72% |
$83.7K - $85.6K
|
21.3K
$753K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.26K- 51.68% |
$126K - $129K
|
3.99K
$141K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.8K- 87.28% |
$231K - $236K
|
1.14K
$40.2K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-21KClosed |
$621K - $635K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.5K- 37.79% |
$933K - $954K
|
51.8K
$1.83M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-35.8K- 83.27% |
$1.06M - $1.08M
|
7.19K
$254K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-43K- 48.27% |
$1.27M - $1.3M
|
46K
$1.63M
|