Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2.18K- 30.11% |
$63.6K - $64.7K
|
5.05K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.9K- 27.62% |
$84.7K - $86.2K
|
7.6K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.16K- 8.3% |
$92.3K - $94K
|
34.9K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.32K- 25.31% |
$97K - $98.7K
|
9.8K
$387K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.5K- 17.78% |
$102K - $104K
|
16.2K
$639K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-4.6K- 31.89% |
$134K - $137K
|
9.82K
$388K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.29K- 6.09% |
$154K - $157K
|
81.6K
$3.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6K- 34.29% |
$175K - $178K
|
11.5K
$454K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-10.2K- 21.94% |
$299K - $304K
|
36.4K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3KClosed |
$331K - $337K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.5K- 62.7% |
$336K - $342K
|
6.84K
$270K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 10.35% |
$382K - $389K
|
113K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14K- 4.29% |
$410K - $418K
|
313K
$12.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-16.8K- 14.66% |
$490K - $499K
|
97.7K
$3.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.7K- 46.6% |
$516K - $525K
|
20.2K
$799K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 22.57% |
$808K - $822K
|
94.9K
$3.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-28.8K- 31.75% |
$842K - $857K
|
62K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42.4K- 41.25% |
$1.24M - $1.26M
|
60.3K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-49.2K- 80.13% |
$1.44M - $1.46M
|
12.2K
$482K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-72.5K- 47.11% |
$2.12M - $2.15M
|
81.4K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-87.8K- 44.27% |
$2.56M - $2.61M
|
111K
$4.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-177K- 37.0% |
$5.18M - $5.27M
|
302K
$11.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-333K- 87.26% |
$9.72M - $9.9M
|
48.6K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-495K- 87.15% |
$14.5M - $14.7M
|
73K
$2.88M
|