Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
226KNew |
$6.16M - $6.36M
|
226K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
198KNew |
$5.39M - $5.56M
|
198K
$7M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
162KNew |
$4.41M - $4.55M
|
162K
$5.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
115KNew |
$3.12M - $3.22M
|
115K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.7K+ 59.41% |
$1.98M - $2.05M
|
195K
$6.91M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
55.8KNew |
$1.52M - $1.57M
|
55.8K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.9KNew |
$1.3M - $1.35M
|
47.9K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.2K+ 76.59% |
$1.07M - $1.1M
|
90.4K
$3.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
34.3K+ 337.48% |
$936K - $966K
|
44.5K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$822K - $848K
|
30.2K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
23.5KNew |
$639K - $660K
|
23.5K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$590K - $609K
|
21.7K
$767K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.1KNew |
$575K - $593K
|
21.1K
$746K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.3KNew |
$499K - $516K
|
18.3K
$649K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 231.6% |
$486K - $501K
|
25.5K
$904K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.1K+ 33.78% |
$412K - $425K
|
59.9K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.9K+ 14.12% |
$406K - $419K
|
120K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$379K - $391K
|
13.9K
$492K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.2K+ 707.11% |
$333K - $344K
|
14K
$494K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$314K - $324K
|
11.5K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$309K - $319K
|
11.4K
$402K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
10.6KNew |
$290K - $299K
|
10.6K
$376K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$279K - $289K
|
10.3K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 161.37% |
$259K - $267K
|
15.4K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.13K+ 16.47% |
$221K - $229K
|
57.5K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.87KNew |
$214K - $221K
|
7.87K
$278K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.51KNew |
$204K - $211K
|
7.51K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.35KNew |
$200K - $207K
|
7.35K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.56KNew |
$97.1K - $100K
|
3.56K
$126K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.64K+ 27.96% |
$71.8K - $74.2K
|
12.1K
$427K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
2.59K+ 5.99% |
$70.7K - $72.9K
|
45.9K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.57K+ 11.15% |
$69.9K - $72.1K
|
25.6K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$40.9K - $42.2K
|
1.5K
$53.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$30K - $30.9K
|
1.1K
$38.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
328+ 2.49% |
$8.93K - $9.22K
|
13.5K
$478K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
92New |
$2.51K - $2.59K
|
92
$3.26K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13- 0.14% |
$354 - $366
|
9.14K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-636- 3.5% |
$17.3K - $17.9K
|
17.5K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-816- 8.49% |
$22.2K - $22.9K
|
8.79K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.08K- 6.24% |
$29.5K - $30.5K
|
16.3K
$576K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 9.89% |
$95.2K - $98.3K
|
31.9K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.06K- 15.15% |
$192K - $199K
|
39.5K
$1.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-20.4K- 49.71% |
$556K - $574K
|
20.7K
$731K
|