Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
150K+ 552.45% |
$3.83M - $4.14M
|
177K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
71.7K+ 9.97% |
$1.83M - $1.98M
|
791K
$26.6M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.8KNew |
$1.02M - $1.1M
|
39.8K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 20.3% |
$348K - $376K
|
80.9K
$2.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
10.7KNew |
$272K - $294K
|
10.7K
$360K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.5KNew |
$115K - $124K
|
4.5K
$151K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
3.06K+ 15.09% |
$78K - $84.3K
|
23.3K
$785K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.71K+ 125.83% |
$43.6K - $47.1K
|
3.07K
$103K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 650.42% |
$39.8K - $43K
|
1.8K
$60.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 8.44% |
$37.7K - $40.7K
|
19K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
208+ 2.71% |
$5.31K - $5.73K
|
7.88K
$265K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-374- 3.0% |
$9.54K - $10.3K
|
12.1K
$407K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.45K- 4.75% |
$36.9K - $39.9K
|
29K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.49K- 4.17% |
$38.1K - $41.2K
|
34.3K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.89K- 26.34% |
$73.6K - $79.5K
|
8.07K
$272K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 15.71% |
$76.5K - $82.7K
|
16.1K
$542K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.78K- 6.29% |
$96.3K - $104K
|
56.2K
$1.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.2K- 2.47% |
$158K - $171K
|
245K
$8.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 1.4% |
$503K - $544K
|
1.39M
$46.7M
|