Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
69.5KNew |
$1.89M - $1.99M
|
69.5K
$2.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
33.6K+ 6.77% |
$915K - $962K
|
531K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
24.2KNew |
$658K - $692K
|
24.2K
$822K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
23.3KNew |
$634K - $667K
|
23.3K
$792K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
21.2K+ 46.79% |
$575K - $605K
|
66.4K
$2.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.4KNew |
$526K - $553K
|
19.4K
$658K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$472K - $496K
|
17.4K
$589K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16KNew |
$436K - $459K
|
16K
$545K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.3KNew |
$334K - $351K
|
12.3K
$418K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.7KNew |
$319K - $336K
|
11.7K
$399K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.96K+ 127.14% |
$271K - $285K
|
17.8K
$604K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.99KNew |
$244K - $257K
|
8.99K
$305K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
8.77KNew |
$238K - $251K
|
8.77K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.87KNew |
$214K - $225K
|
7.87K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.2KNew |
$196K - $206K
|
7.2K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
4.72K+ 42.77% |
$128K - $135K
|
15.8K
$535K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.58KNew |
$97.4K - $102K
|
3.58K
$122K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.78KNew |
$48.4K - $50.9K
|
1.78K
$60.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.73K+ 1.04% |
$47.1K - $49.5K
|
168K
$5.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
230+ 2.58% |
$6.25K - $6.58K
|
9.13K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-318- 41.79% |
$8.64K - $9.09K
|
443
$15K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-431- 18.9% |
$11.7K - $12.3K
|
1.85K
$62.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.02K- 3.93% |
$27.6K - $29K
|
24.8K
$843K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.08K- 1.32% |
$29.3K - $30.8K
|
80.9K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.19K- 6.67% |
$32.3K - $33.9K
|
16.6K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.69K- 42.14% |
$46K - $48.4K
|
2.33K
$79K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.96K- 0.9% |
$80.5K - $84.7K
|
325K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.24K- 28.87% |
$170K - $178K
|
15.4K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-13.6K- 60.44% |
$369K - $388K
|
8.88K
$302K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.2K- 65.64% |
$495K - $521K
|
9.53K
$324K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-30.5KClosed |
$829K - $872K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-36K- 16.73% |
$979K - $1.03M
|
179K
$6.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-810K- 91.69% |
$22M - $23.2M
|
73.4K
$2.49M
|