Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
380K+ 219.97% |
$9.85M - $10.4M
|
553K
$18.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
144K+ 3199.64% |
$3.73M - $3.94M
|
148K
$5.01M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 846.68% |
$1.7M - $1.8M
|
73.5K
$2.48M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
56K+ 91.15% |
$1.45M - $1.53M
|
117K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.7K+ 5.41% |
$1.34M - $1.41M
|
1.01M
$34M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
51.5K+ 6.67% |
$1.33M - $1.41M
|
824K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.3KNew |
$786K - $829K
|
30.3K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.5KNew |
$738K - $778K
|
28.5K
$961K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4KNew |
$683K - $720K
|
26.4K
$889K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 17.44% |
$70.8K - $74.7K
|
18.4K
$621K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2K+ 14.6% |
$51.8K - $54.7K
|
15.7K
$530K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.68K+ 11.96% |
$43.5K - $45.9K
|
15.7K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$38.9K - $41K
|
1.5K
$50.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
789New |
$20.5K - $21.6K
|
789
$26.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
788New |
$20.4K - $21.5K
|
788
$26.6K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
547+ 92.4% |
$14.2K - $14.9K
|
1.14K
$38.4K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
500+ 6.45% |
$13K - $13.7K
|
8.25K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
178New |
$4.61K - $4.86K
|
178
$6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17- 0.14% |
$441 - $465
|
12.1K
$407K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-409- 4.45% |
$10.6K - $11.2K
|
8.79K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.25K- 44.9% |
$32.4K - $34.1K
|
1.53K
$51.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 0.71% |
$44.6K - $47K
|
240K
$8.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.3K- 4.13% |
$85.5K - $90.1K
|
76.5K
$2.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.74K- 8.21% |
$96.9K - $102K
|
41.8K
$1.41M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.89K- 13.56% |
$101K - $106K
|
24.8K
$837K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.9K- 16.73% |
$101K - $107K
|
19.4K
$655K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.3K- 54.97% |
$708K - $747K
|
22.4K
$755K
|