Purchases and Sales Made in Q3 2022 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
158K+ 1487.77% |
$4.58M - $4.73M
|
168K
$6.42M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
156K+ 68.93% |
$4.53M - $4.67M
|
382K
$14.6M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
152K+ 325.66% |
$4.41M - $4.55M
|
198K
$7.58M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
61.4KNew |
$1.79M - $1.84M
|
61.4K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.9K+ 268.97% |
$1.25M - $1.29M
|
58.8K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.6K+ 8.26% |
$1.06M - $1.1M
|
479K
$18.3M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
35.5KNew |
$1.03M - $1.07M
|
35.5K
$1.36M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
24.7K+ 16.59% |
$717K - $740K
|
173K
$6.62M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.2K+ 7.63% |
$674K - $695K
|
327K
$12.5M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.9K+ 167.3% |
$492K - $508K
|
27.1K
$1.03M
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
14KNew |
$406K - $419K
|
14K
$533K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$398K - $410K
|
13.7K
$523K
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
12K+ 7.67% |
$348K - $359K
|
168K
$6.42M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.9KNew |
$345K - $356K
|
11.9K
$453K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 41.53% |
$299K - $309K
|
35.1K
$1.34M
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.44KNew |
$274K - $283K
|
9.44K
$361K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.37KNew |
$243K - $251K
|
8.37K
$320K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.26KNew |
$240K - $248K
|
8.26K
$316K
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6.39K+ 79.52% |
$186K - $192K
|
14.4K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.5K+ 45.83% |
$160K - $165K
|
17.5K
$669K
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4.17K+ 7.49% |
$121K - $125K
|
59.9K
$2.29M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.55K+ 5.51% |
$103K - $107K
|
68K
$2.6M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.11K+ 180.59% |
$90.3K - $93.2K
|
4.83K
$185K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.5K+ 25.86% |
$43.6K - $45K
|
7.3K
$279K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 3.22% |
$34.6K - $35.7K
|
38.1K
$1.46M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
554+ 2.25% |
$16.1K - $16.6K
|
25.1K
$961K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64+ 0.33% |
$1.86K - $1.92K
|
19.7K
$752K
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
53+ 0.2% |
$1.54K - $1.59K
|
26.9K
$1.03M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 2.1% |
$233 - $240
|
373
$14.3K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-175- 1.64% |
$5.09K - $5.25K
|
10.5K
$401K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-213- 1.85% |
$6.19K - $6.39K
|
11.3K
$433K
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-277- 0.59% |
$8.05K - $8.31K
|
46.6K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-385- 2.15% |
$11.2K - $11.6K
|
17.5K
$668K
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-412- 3.09% |
$12K - $12.4K
|
12.9K
$494K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-700- 8.42% |
$20.3K - $21K
|
7.61K
$291K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-829- 0.57% |
$24.1K - $24.9K
|
146K
$5.56M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.21K- 9.11% |
$35.2K - $36.4K
|
12.1K
$462K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.35K- 1.47% |
$39.3K - $40.6K
|
90.8K
$3.47M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.39K- 14.97% |
$40.4K - $41.7K
|
7.9K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 2.45% |
$41.7K - $43K
|
57.1K
$2.18M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.92K- 20.94% |
$55.7K - $57.5K
|
7.23K
$276K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.02K- 17.45% |
$58.8K - $60.7K
|
9.57K
$366K
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.83K- 2.41% |
$82.2K - $84.8K
|
114K
$4.37M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.04K- 15.65% |
$88.3K - $91.2K
|
16.4K
$626K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.05K- 7.45% |
$88.7K - $91.5K
|
37.9K
$1.45M
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-3.09K- 17.99% |
$89.7K - $92.6K
|
14.1K
$537K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.13K- 88.53% |
$91.1K - $94K
|
406
$15.5K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.82K- 17.23% |
$111K - $115K
|
18.3K
$701K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.21K- 24.3% |
$122K - $126K
|
13.1K
$501K
|