Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
136KNew |
$4.24M - $4.31M
|
136K
$5.21M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
44.5KNew |
$1.38M - $1.41M
|
44.5K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 50.49% |
$1.11M - $1.13M
|
107K
$4.08M
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
26KNew |
$807K - $821K
|
26K
$992K
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
23.6KNew |
$733K - $745K
|
23.6K
$901K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.8KNew |
$523K - $532K
|
16.8K
$643K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
8.69K+ 80.55% |
$270K - $275K
|
19.5K
$744K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8K+ 90.91% |
$249K - $253K
|
16.8K
$642K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.3KNew |
$103K - $104K
|
3.3K
$126K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
806+ 1.93% |
$25.1K - $25.5K
|
42.5K
$1.62M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
570+ 14.92% |
$17.7K - $18K
|
4.39K
$168K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
475+ 17.27% |
$14.8K - $15K
|
3.23K
$123K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
314New |
$9.76K - $9.93K
|
314
$12K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
236+ 1.1% |
$7.34K - $7.46K
|
21.7K
$828K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
108+ 0.39% |
$3.36K - $3.41K
|
27.5K
$1.05M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-67Closed |
$2.08K - $2.12K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 2.89% |
$3.11K - $3.16K
|
3.36K
$128K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-108- 0.92% |
$3.36K - $3.41K
|
11.6K
$443K
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-354- 1.31% |
$11K - $11.2K
|
26.7K
$1.02M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-486Closed |
$15.1K - $15.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-750- 2.71% |
$23.3K - $23.7K
|
26.9K
$1.03M
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-901- 6.27% |
$28K - $28.5K
|
13.5K
$514K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-993- 5.92% |
$30.9K - $31.4K
|
15.8K
$603K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.94K- 9.35% |
$60.4K - $61.4K
|
18.8K
$719K
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.5K- 24.75% |
$77.7K - $79K
|
7.6K
$290K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.99K- 34.21% |
$92.8K - $94.4K
|
5.74K
$219K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.78K- 10.09% |
$149K - $151K
|
42.6K
$1.63M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.29K- 4.17% |
$164K - $167K
|
121K
$4.64M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-6.42KClosed |
$200K - $203K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.68KClosed |
$239K - $243K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-9.51KClosed |
$296K - $301K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6KClosed |
$360K - $366K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-22.4K- 49.68% |
$696K - $708K
|
22.7K
$867K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-58.4K- 85.42% |
$1.82M - $1.85M
|
9.97K
$381K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-92.1K- 51.25% |
$2.86M - $2.91M
|
87.6K
$3.35M
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-136K- 77.72% |
$4.22M - $4.29M
|
38.9K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-212K- 94.86% |
$6.6M - $6.71M
|
11.5K
$439K
|