Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.24M+ 3185.65% |
$34.3M - $37.6M
|
1.28M
$44.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
82.3KNew |
$2.27M - $2.49M
|
82.3K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
82.1KNew |
$2.27M - $2.49M
|
82.1K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.8KNew |
$1.51M - $1.66M
|
54.8K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.5KNew |
$705K - $774K
|
25.5K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.2K+ 7.55% |
$338K - $371K
|
174K
$6.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11.5KNew |
$318K - $348K
|
11.5K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$317K - $348K
|
11.5K
$398K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.2K+ 2.02% |
$281K - $308K
|
514K
$17.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.84K+ 7.29% |
$217K - $238K
|
116K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.65KNew |
$211K - $232K
|
7.65K
$265K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.52K+ 2.08% |
$125K - $137K
|
221K
$7.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.88K+ 4.23% |
$107K - $118K
|
95.6K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.43K+ 16.99% |
$94.8K - $104K
|
23.6K
$818K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.57KNew |
$71K - $77.9K
|
2.57K
$88.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.08K+ 177.09% |
$57.4K - $63K
|
3.25K
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$55.3K - $60.6K
|
2K
$69.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-42- 0.03% |
$1.16K - $1.27K
|
126K
$4.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-78- 44.32% |
$2.16K - $2.36K
|
98
$3.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-104- 1.12% |
$2.87K - $3.15K
|
9.14K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-112- 1.12% |
$3.09K - $3.4K
|
9.92K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-272- 1.52% |
$7.52K - $8.25K
|
17.7K
$612K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-668- 1.37% |
$18.5K - $20.3K
|
48K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-688- 17.78% |
$19K - $20.9K
|
3.18K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-800- 8.24% |
$22.1K - $24.3K
|
8.91K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 8.05% |
$27.6K - $30.3K
|
11.4K
$396K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.3K- 27.08% |
$35.9K - $39.4K
|
3.5K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.81K- 1.25% |
$50K - $54.8K
|
143K
$4.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.85K- 10.49% |
$51.1K - $56.1K
|
15.8K
$546K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.05K- 3.16% |
$56.7K - $62.2K
|
62.9K
$2.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.47K- 10.54% |
$96K - $105K
|
29.5K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.14K- 21.57% |
$114K - $126K
|
15.1K
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.84K- 99.86% |
$134K - $147K
|
7
$242
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.85K- 51.01% |
$134K - $147K
|
4.66K
$161K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.07K- 37.75% |
$140K - $154K
|
8.36K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-8.55K- 38.29% |
$236K - $259K
|
13.8K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 15.56% |
$315K - $346K
|
61.8K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.4K- 6.82% |
$480K - $527K
|
237K
$8.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.1K- 55.34% |
$748K - $820K
|
21.8K
$756K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-32.1K- 79.08% |
$888K - $975K
|
8.5K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 37.39% |
$998K - $1.1M
|
60.5K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-39K- 16.89% |
$1.08M - $1.18M
|
192K
$6.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02M- 99.16% |
$28.1M - $30.9M
|
8.58K
$297K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04M- 99.29% |
$28.8M - $31.6M
|
7.48K
$259K
|