Purchases and Sales Made in Q2 2022 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.39M+ 6522.78% |
$35.6M - $40.2M
|
1.41M
$47.4M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
369K+ 105.69% |
$9.48M - $10.7M
|
719K
$24.2M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
251KNew |
$6.44M - $7.27M
|
251K
$8.45M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.8K+ 365.53% |
$1.36M - $1.53M
|
67.3K
$2.26M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
50.5KNew |
$1.3M - $1.46M
|
50.5K
$1.7M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45K+ 2514.97% |
$1.16M - $1.3M
|
46.8K
$1.58M
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35.8KNew |
$920K - $1.04M
|
35.8K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
30.5KNew |
$782K - $883K
|
30.5K
$1.03M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
27.2KNew |
$698K - $788K
|
27.2K
$916K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
20.3KNew |
$520K - $587K
|
20.3K
$682K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$449K - $507K
|
17.5K
$589K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15.7KNew |
$403K - $455K
|
15.7K
$529K
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$499K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.5KNew |
$320K - $361K
|
12.5K
$420K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
11KNew |
$282K - $319K
|
11K
$370K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11KNew |
$281K - $317K
|
11K
$369K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$258K - $291K
|
10K
$338K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.04KNew |
$232K - $262K
|
9.04K
$304K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.31K+ 77.0% |
$213K - $241K
|
19.1K
$643K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.78KNew |
$200K - $225K
|
7.78K
$262K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.68KNew |
$197K - $222K
|
7.68K
$258K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.52K+ 12.19% |
$167K - $189K
|
60K
$2.02M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.49KNew |
$115K - $130K
|
4.49K
$151K
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.3K+ 27.4% |
$59K - $66.6K
|
10.7K
$360K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
1.54K+ 11.69% |
$39.4K - $44.5K
|
14.7K
$494K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.05% |
$28.7K - $32.4K
|
10.4K
$350K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11KNew |
$28.5K - $32.2K
|
1.11K
$37.4K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
307+ 1.43% |
$7.88K - $8.89K
|
21.7K
$731K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-422- 23.69% |
$10.8K - $12.2K
|
1.36K
$45.7K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.72KClosed |
$147K - $166K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.72K- 50.73% |
$198K - $224K
|
7.5K
$253K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.42KClosed |
$216K - $244K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.6KClosed |
$247K - $278K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.89KClosed |
$254K - $287K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4KClosed |
$267K - $302K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-46.6K- 99.49% |
$1.2M - $1.35M
|
240
$8.08K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.5KClosed |
$1.3M - $1.46M
|
0
$0
|