Purchases and Sales Made in Q4 2021 in Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
37KNew |
$1.08M - $1.1M
|
37K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
16.8KNew |
$488K - $500K
|
16.8K
$586K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.11KNew |
$236K - $242K
|
8.11K
$283K
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
7.1KNew |
$207K - $212K
|
7.1K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
518+ 5.24% |
$15.1K - $15.4K
|
10.4K
$364K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
184+ 0.84% |
$5.35K - $5.48K
|
22.2K
$776K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
66+ 0.46% |
$1.92K - $1.97K
|
14.4K
$502K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34- 0.35% |
$989 - $1.01K
|
9.79K
$342K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-98- 1.09% |
$2.85K - $2.92K
|
8.93K
$312K
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-339- 4.62% |
$9.86K - $10.1K
|
7K
$244K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-382- 19.9% |
$11.1K - $11.4K
|
1.54K
$53.7K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.11KClosed |
$32.2K - $33K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.14KClosed |
$33.2K - $34K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.28KClosed |
$212K - $217K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.49KClosed |
$247K - $253K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.57K- 23.09% |
$278K - $285K
|
31.9K
$1.11M
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-11.9K- 21.05% |
$345K - $353K
|
44.5K
$1.55M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-34.5K- 57.04% |
$1M - $1.03M
|
26K
$908K
|