Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
201KNew |
$5.43M - $5.8M
|
201K
$7.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.7K+ 268.32% |
$2.28M - $2.44M
|
116K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
37.2KNew |
$1M - $1.07M
|
37.2K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.6KNew |
$880K - $940K
|
32.6K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.8K+ 65.5% |
$694K - $742K
|
65.1K
$2.27M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
19.4KNew |
$523K - $559K
|
19.4K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.6KNew |
$447K - $478K
|
16.6K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.8KNew |
$424K - $454K
|
15.8K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5KNew |
$309K - $330K
|
11.5K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 41.15% |
$285K - $305K
|
36.3K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.04KNew |
$244K - $260K
|
9.04K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.03K+ 13.13% |
$27.7K - $29.7K
|
8.87K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
289+ 1.81% |
$7.79K - $8.32K
|
16.3K
$568K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
7New |
$189 - $202
|
7
$244
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-87- 1.02% |
$2.34K - $2.51K
|
8.48K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-289- 48.17% |
$7.79K - $8.32K
|
311
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-808- 7.49% |
$21.8K - $23.3K
|
9.98K
$348K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.84K- 12.3% |
$49.5K - $52.9K
|
13.1K
$457K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.33K- 15.76% |
$62.7K - $67K
|
12.4K
$434K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.76K- 33.14% |
$101K - $108K
|
7.59K
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.45K- 6.33% |
$120K - $128K
|
65.8K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.68K- 29.58% |
$153K - $164K
|
13.5K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11K- 41.52% |
$297K - $318K
|
15.5K
$543K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.8K- 8.71% |
$398K - $425K
|
155K
$5.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15K- 36.11% |
$405K - $433K
|
26.6K
$928K
|