Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
61.4KNew |
$1.56M - $1.66M
|
61.4K
$2.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
14KNew |
$357K - $379K
|
14K
$473K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
7.9KNew |
$201K - $213K
|
7.9K
$266K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.75KNew |
$197K - $209K
|
7.75K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.01KNew |
$153K - $162K
|
6.01K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.49KNew |
$114K - $121K
|
4.49K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.04K+ 53.89% |
$103K - $109K
|
11.5K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.52KNew |
$64.1K - $68.1K
|
2.52K
$85K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.23K+ 20.85% |
$56.7K - $60.2K
|
12.9K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
932+ 2.34% |
$23.7K - $25.2K
|
40.8K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
592New |
$15.1K - $16K
|
592
$20K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
558New |
$14.2K - $15.1K
|
558
$18.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86New |
$2.19K - $2.32K
|
86
$2.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4- 0.03% |
$102 - $108
|
12.1K
$408K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.39% |
$178 - $189
|
1.79K
$60.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-28- 0.12% |
$713 - $757
|
23.3K
$786K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-123- 1.56% |
$3.13K - $3.32K
|
7.76K
$262K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-275- 0.8% |
$7K - $7.43K
|
34.1K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-287- 9.35% |
$7.31K - $7.75K
|
2.78K
$93.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-323- 1.11% |
$8.22K - $8.73K
|
28.7K
$968K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 1.49% |
$19.1K - $20.3K
|
49.7K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 1.36% |
$28K - $29.7K
|
79.8K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2K- 12.74% |
$50.9K - $54K
|
13.7K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 1.24% |
$77K - $81.7K
|
242K
$8.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 17.41% |
$84.1K - $89.3K
|
15.7K
$529K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.8K- 5.11% |
$96.8K - $103K
|
70.7K
$2.38M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.68K- 2.64% |
$119K - $127K
|
173K
$5.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-5.48K- 37.35% |
$140K - $148K
|
9.2K
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 19.03% |
$272K - $289K
|
45.5K
$1.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18.4K- 2.32% |
$468K - $496K
|
772K
$26.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-431K- 31.07% |
$11M - $11.6M
|
957K
$32.3M
|