Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
57.3K+ 51.11% |
$1.47M - $1.55M
|
169K
$5.92M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.6KNew |
$1.07M - $1.13M
|
41.6K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$276K - $292K
|
10.8K
$377K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.84KNew |
$201K - $212K
|
7.84K
$274K
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7.53KNew |
$193K - $204K
|
7.53K
$263K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 10.24% |
$63.3K - $66.8K
|
26.6K
$928K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 5.87% |
$44.9K - $47.4K
|
31.6K
$1.1M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.42K+ 7.72% |
$36.3K - $38.3K
|
19.7K
$690K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
850+ 11.02% |
$21.8K - $23K
|
8.57K
$299K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
700+ 6.22% |
$17.9K - $18.9K
|
12K
$417K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
558New |
$14.3K - $15.1K
|
558
$19.5K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.02% |
$51.3 - $54.1
|
13.1K
$457K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 0.15% |
$205 - $216
|
5.16K
$180K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 0.32% |
$2.41K - $2.54K
|
29.1K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-112- 61.2% |
$2.87K - $3.03K
|
71
$2.48K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-527- 3.19% |
$13.5K - $14.3K
|
16K
$558K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-600- 3.91% |
$15.4K - $16.2K
|
14.8K
$515K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 86.61% |
$29.2K - $30.8K
|
176
$6.15K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.47% |
$48.8K - $51.5K
|
75.2K
$2.62M
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.85K- 20.07% |
$73K - $77.1K
|
11.3K
$396K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 83.45% |
$77.5K - $81.8K
|
600
$21K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.6K- 15.17% |
$118K - $124K
|
25.7K
$898K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.79K- 19.94% |
$123K - $129K
|
19.2K
$671K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.13K- 36.17% |
$183K - $193K
|
12.6K
$440K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-441K- 86.25% |
$11.3M - $11.9M
|
70.2K
$2.45M
|