Purchases and Sales Made in Q4 2021 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
201KNew |
$5.64M - $5.8M
|
201K
$6.76M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
49.7K+ 2751.52% |
$1.39M - $1.43M
|
51.5K
$1.73M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
18.4KNew |
$515K - $530K
|
18.4K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6.75KNew |
$189K - $194K
|
6.75K
$226K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.71K+ 9.0% |
$188K - $193K
|
81.2K
$2.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.84KNew |
$163K - $168K
|
5.84K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 3.4% |
$30.2K - $31K
|
32.8K
$1.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
585+ 7.49% |
$16.4K - $16.8K
|
8.4K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
331+ 24.83% |
$9.26K - $9.53K
|
1.66K
$55.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-350- 1.55% |
$9.79K - $10.1K
|
22.3K
$747K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-361- 5.93% |
$10.1K - $10.4K
|
5.72K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-540Closed |
$15.1K - $15.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-1.08K- 7.37% |
$30.3K - $31.2K
|
13.6K
$457K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.43KClosed |
$236K - $243K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.1K- 3.1% |
$311K - $320K
|
347K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-11.2KClosed |
$314K - $323K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 43.51% |
$320K - $329K
|
14.8K
$497K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.1K- 40.41% |
$926K - $953K
|
48.8K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.9K- 68.43% |
$949K - $977K
|
15.6K
$525K
|