Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
482KNew |
$12M - $12.6M
|
482K
$15.1M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
100KNew |
$2.49M - $2.61M
|
100K
$3.13M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
77.6K+ 15.97% |
$1.93M - $2.02M
|
564K
$17.6M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.2K+ 145.88% |
$824K - $865K
|
55.9K
$1.74M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.2K+ 274.13% |
$601K - $630K
|
33K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1K+ 278.66% |
$573K - $601K
|
31.3K
$978K
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
21.9K+ 32.63% |
$543K - $570K
|
88.9K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$472K - $496K
|
19K
$594K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1KNew |
$449K - $471K
|
18.1K
$564K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4KNew |
$407K - $427K
|
16.4K
$511K
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
15.5KNew |
$384K - $403K
|
15.5K
$483K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
10K+ 476.1% |
$248K - $261K
|
12.1K
$378K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.06K+ 98.32% |
$225K - $236K
|
18.3K
$571K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.77K+ 18.47% |
$218K - $229K
|
56.3K
$1.76M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.44KNew |
$210K - $220K
|
8.44K
$263K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.08KNew |
$201K - $211K
|
8.08K
$252K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.69KNew |
$191K - $200K
|
7.69K
$240K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.69K+ 5.01% |
$141K - $148K
|
119K
$3.72M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 57.98% |
$119K - $125K
|
13K
$407K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2.53K+ 4.47% |
$62.8K - $65.9K
|
59.1K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 10.9% |
$39.4K - $41.4K
|
16.2K
$504K
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.49K+ 0.64% |
$36.9K - $38.8K
|
233K
$7.28M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 19.85% |
$27.6K - $29K
|
6.71K
$209K
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
334New |
$8.3K - $8.71K
|
334
$10.4K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200New |
$4.97K - $5.21K
|
200
$6.24K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-199- 1.02% |
$4.94K - $5.19K
|
19.3K
$601K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-609- 11.49% |
$15.1K - $15.9K
|
4.69K
$147K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 11.16% |
$35.2K - $37K
|
11.3K
$352K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.51K- 7.92% |
$37.6K - $39.4K
|
17.6K
$549K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.62K- 93.41% |
$40.1K - $42.1K
|
114
$3.56K
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.81K- 3.05% |
$44.9K - $47.1K
|
57.3K
$1.79M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.95K- 12.73% |
$48.4K - $50.8K
|
13.4K
$417K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.67K- 22.4% |
$66.2K - $69.5K
|
9.23K
$288K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.86K- 28.45% |
$95.8K - $101K
|
9.7K
$303K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 19.15% |
$99K - $104K
|
16.8K
$526K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.59K- 2.27% |
$114K - $120K
|
198K
$6.17M
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.15K- 5.11% |
$153K - $160K
|
114K
$3.56M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.58K- 11.45% |
$213K - $224K
|
66.4K
$2.07M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.99K- 31.35% |
$223K - $234K
|
19.7K
$615K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-11.9K- 11.47% |
$296K - $311K
|
92.1K
$2.87M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.1K- 11.14% |
$351K - $368K
|
113K
$3.52M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 32.43% |
$386K - $405K
|
32.4K
$1.01M
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18KClosed |
$446K - $468K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-35.1K- 94.03% |
$871K - $914K
|
2.23K
$69.5K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.2K- 33.46% |
$2.34M - $2.46M
|
187K
$5.85M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-375K- 47.17% |
$9.32M - $9.78M
|
420K
$13.1M
|