Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
409K+ 329.93% |
$11.6M - $13.1M
|
533K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
408KNew |
$11.5M - $13.1M
|
408K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
73.9KNew |
$2.09M - $2.37M
|
73.9K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
45.5K+ 2332.67% |
$1.29M - $1.46M
|
47.4K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.9K+ 17.23% |
$959K - $1.09M
|
231K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$928K - $1.05M
|
32.8K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.3KNew |
$743K - $843K
|
26.3K
$927K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
20.2KNew |
$570K - $647K
|
20.2K
$711K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 32.42% |
$513K - $583K
|
74.2K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
17.5KNew |
$495K - $562K
|
17.5K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$465K - $528K
|
16.4K
$580K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
15.4KNew |
$435K - $494K
|
15.4K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14.8K+ 137.13% |
$417K - $473K
|
25.5K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.7K+ 14.0% |
$414K - $470K
|
119K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8KNew |
$306K - $348K
|
10.8K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.88KNew |
$279K - $317K
|
9.88K
$348K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.9KNew |
$252K - $286K
|
8.9K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.9KNew |
$223K - $253K
|
7.9K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.46K+ 50.57% |
$211K - $239K
|
22.2K
$783K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.57K+ 14.96% |
$186K - $211K
|
50.5K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.45K+ 70.31% |
$182K - $207K
|
15.6K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.4K+ 3.84% |
$153K - $173K
|
146K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 55.89% |
$122K - $139K
|
12.1K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.03K+ 25.2% |
$114K - $129K
|
20K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.07KNew |
$86.6K - $98.4K
|
3.07K
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.75K+ 250.0% |
$77.7K - $88.2K
|
3.85K
$136K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.69K+ 23.53% |
$76.2K - $86.5K
|
14.1K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 16.28% |
$49.3K - $55.9K
|
12.5K
$439K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.3K+ 2.3% |
$36.8K - $41.8K
|
58K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.11KNew |
$31.3K - $35.5K
|
1.11K
$39K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
432New |
$12.2K - $13.9K
|
432
$15.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
269+ 3.18% |
$7.6K - $8.63K
|
8.72K
$307K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 0.67% |
$2.43K - $2.76K
|
13K
$459K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 0.61% |
$1.19K - $1.35K
|
6.8K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 57.14% |
$2.15K - $2.44K
|
57
$2.01K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209- 1.36% |
$5.91K - $6.71K
|
15.1K
$533K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-261- 0.69% |
$7.38K - $8.38K
|
37.3K
$1.32M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-472- 5.67% |
$13.3K - $15.1K
|
7.86K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 3.08% |
$30.2K - $34.3K
|
33.7K
$1.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.09K- 14.6% |
$30.8K - $35K
|
6.38K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 35.89% |
$58.2K - $66K
|
3.68K
$130K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.01K- 23.66% |
$85.1K - $96.7K
|
9.72K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.12K- 3.08% |
$88.1K - $100K
|
98K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.12K- 2.87% |
$88.1K - $100K
|
106K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.12K- 7.69% |
$117K - $132K
|
49.5K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.85K- 12.88% |
$137K - $156K
|
32.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.86K- 47.61% |
$194K - $220K
|
7.55K
$266K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19K- 81.18% |
$538K - $611K
|
4.42K
$156K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-19.9K- 49.76% |
$561K - $637K
|
20K
$707K
|