Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.7KNew |
$1.42M - $1.45M
|
43.7K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7KNew |
$446K - $456K
|
13.7K
$524K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.4KNew |
$403K - $413K
|
12.4K
$475K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.06KNew |
$294K - $301K
|
9.06K
$346K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.96KNew |
$291K - $298K
|
8.96K
$342K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.82K+ 6.25% |
$189K - $193K
|
98.8K
$3.78M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.18KNew |
$168K - $172K
|
5.18K
$198K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14K+ 433.7% |
$102K - $104K
|
3.86K
$148K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.96K+ 30.99% |
$63.6K - $65.2K
|
8.29K
$317K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.79K+ 15.64% |
$58.1K - $59.5K
|
13.2K
$506K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.75K+ 23.86% |
$56.6K - $58K
|
9.06K
$346K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33K+ 8.17% |
$43K - $44.1K
|
17.6K
$671K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
450+ 51.84% |
$14.6K - $15K
|
1.32K
$50.4K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
431+ 3.01% |
$14K - $14.3K
|
14.8K
$564K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
419New |
$13.6K - $13.9K
|
419
$16K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
411New |
$13.3K - $13.7K
|
411
$15.7K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
385+ 3.82% |
$12.5K - $12.8K
|
10.5K
$400K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
169+ 1.55% |
$5.49K - $5.62K
|
11.1K
$423K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$2.08K - $2.13K
|
64
$2.45K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.01% |
$32.5 - $33.3
|
11.3K
$434K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-62- 0.21% |
$2.01K - $2.06K
|
29.7K
$1.13M
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-95- 0.97% |
$3.08K - $3.16K
|
9.71K
$371K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 0.72% |
$3.25K - $3.33K
|
13.7K
$525K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-190- 1.27% |
$6.17K - $6.32K
|
14.8K
$565K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-308- 1.48% |
$10K - $10.2K
|
20.4K
$781K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 5.15% |
$11K - $11.3K
|
6.26K
$239K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-350- 4.19% |
$11.4K - $11.6K
|
8.01K
$306K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-936- 4.78% |
$30.4K - $31.1K
|
18.7K
$713K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-972- 11.69% |
$31.6K - $32.3K
|
7.34K
$281K
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.12K- 3.59% |
$36.2K - $37.1K
|
29.9K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.27K- 17.03% |
$41.2K - $42.2K
|
6.18K
$236K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.42K- 13.31% |
$46.1K - $47.3K
|
9.26K
$354K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.82K- 2.29% |
$59.1K - $60.6K
|
77.8K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.1K- 69.35% |
$68.2K - $69.8K
|
928
$35.5K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.48K- 2.35% |
$80.4K - $82.4K
|
103K
$3.94M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-3.2K- 4.96% |
$104K - $106K
|
61.3K
$2.34M
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.45K- 30.4% |
$112K - $115K
|
7.9K
$302K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.75K- 25.85% |
$154K - $158K
|
13.6K
$520K
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.07K- 15.97% |
$197K - $202K
|
31.9K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.75K- 32.23% |
$219K - $225K
|
14.2K
$542K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.01K- 14.16% |
$228K - $233K
|
42.5K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-10.4K- 38.46% |
$339K - $347K
|
16.7K
$638K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.1K- 22.3% |
$490K - $502K
|
52.6K
$2.01M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.5K- 17.4% |
$829K - $849K
|
121K
$4.63M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29K- 7.82% |
$941K - $964K
|
342K
$13.1M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.6K- 14.04% |
$1.12M - $1.15M
|
212K
$8.09M
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-85.6K- 88.81% |
$2.78M - $2.85M
|
10.8K
$412K
|