Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29.7KNew |
$923K - $973K
|
29.7K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.2K+ 28.15% |
$720K - $759K
|
105K
$4.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
20.7KNew |
$644K - $679K
|
20.7K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.1KNew |
$530K - $559K
|
17.1K
$652K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.7KNew |
$332K - $349K
|
10.7K
$408K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
8.45KNew |
$262K - $276K
|
8.45K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.44KNew |
$231K - $244K
|
7.44K
$284K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.76K+ 13.18% |
$179K - $189K
|
49.5K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
947+ 7.08% |
$29.4K - $31K
|
14.3K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
724New |
$22.5K - $23.7K
|
724
$27.7K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
406New |
$12.6K - $13.3K
|
406
$15.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
272+ 2.43% |
$8.45K - $8.9K
|
11.4K
$437K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
222+ 1.5% |
$6.89K - $7.27K
|
15K
$572K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
66+ 8.23% |
$2.05K - $2.16K
|
868
$33.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
9New |
$279 - $295
|
9
$344
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-27- 0.32% |
$838 - $884
|
8.36K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-120- 0.19% |
$3.73K - $3.93K
|
64.5K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-220- 1.98% |
$6.83K - $7.2K
|
10.9K
$417K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-425- 1.35% |
$13.2K - $13.9K
|
31K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-468- 5.33% |
$14.5K - $15.3K
|
8.32K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-575- 13.07% |
$17.9K - $18.8K
|
3.83K
$146K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-610- 8.46% |
$18.9K - $20K
|
6.6K
$252K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-765- 17.47% |
$23.8K - $25K
|
3.62K
$138K
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-825- 1.01% |
$25.6K - $27K
|
80.9K
$3.09M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-900- 4.59% |
$27.9K - $29.5K
|
18.7K
$714K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 3.74% |
$32K - $33.7K
|
26.5K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.06K- 13.6% |
$32.8K - $34.6K
|
6.71K
$256K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 1.54% |
$38.8K - $40.9K
|
79.7K
$3.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.55K- 13.62% |
$48K - $50.6K
|
9.8K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.25K- 6.37% |
$69.9K - $73.7K
|
33.1K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.88K- 27.67% |
$89.3K - $94.2K
|
7.52K
$287K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.9K- 7.08% |
$89.9K - $94.8K
|
38K
$1.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-3.22K- 33.35% |
$100K - $105K
|
6.43K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.35K- 23.89% |
$135K - $142K
|
13.8K
$529K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.66K- 4.61% |
$145K - $153K
|
96.4K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.57K- 17.03% |
$173K - $182K
|
27.1K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.76K- 47.64% |
$179K - $188K
|
6.33K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.1K- 10.69% |
$251K - $265K
|
67.7K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.96K- 44.11% |
$278K - $293K
|
11.4K
$434K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13K- 12.27% |
$404K - $426K
|
93K
$3.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.3K- 65.61% |
$412K - $435K
|
6.96K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.9K- 65.56% |
$432K - $456K
|
7.31K
$279K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21K- 5.37% |
$653K - $688K
|
371K
$14.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.1K- 52.49% |
$718K - $757K
|
20.9K
$800K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.5K- 14.99% |
$1.35M - $1.42M
|
246K
$9.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169K- 53.58% |
$5.26M - $5.54M
|
147K
$5.61M
|