Purchases and Sales Made in Q4 2022 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 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 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
163KNew |
$4.24M - $4.51M
|
163K
$5.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
43.4KNew |
$1.13M - $1.2M
|
43.4K
$1.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
28.3KNew |
$736K - $782K
|
28.3K
$964K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 646.47% |
$317K - $337K
|
14.1K
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$312K - $332K
|
12K
$409K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.99KNew |
$260K - $276K
|
9.99K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.62KNew |
$94.2K - $100K
|
3.62K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3KNew |
$78K - $82.9K
|
3K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
756New |
$19.6K - $20.9K
|
756
$25.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
580New |
$15.1K - $16K
|
580
$19.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
72+ 0.37% |
$1.87K - $1.99K
|
19.8K
$673K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$1.43K - $1.52K
|
55
$1.87K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58- 0.21% |
$1.51K - $1.6K
|
27.9K
$950K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-734- 5.21% |
$19.1K - $20.3K
|
13.4K
$455K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 1.4% |
$29.6K - $31.5K
|
80.1K
$2.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.3K- 2.67% |
$33.8K - $35.9K
|
47.4K
$1.62M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.68K- 4.09% |
$43.7K - $46.5K
|
39.5K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 52.07% |
$57.5K - $61.1K
|
2.04K
$69.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.13K- 13.49% |
$81.2K - $86.4K
|
20K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.89K- 1.17% |
$101K - $107K
|
329K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31K- 78.98% |
$806K - $857K
|
8.25K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-45.3K- 70.89% |
$1.18M - $1.25M
|
18.6K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-66K- 87.12% |
$1.72M - $1.82M
|
9.76K
$332K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-407K- 31.33% |
$10.6M - $11.2M
|
891K
$30.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-664K- 71.23% |
$17.3M - $18.3M
|
268K
$9.13M
|