Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
83.6KNew |
$2.15M - $2.21M
|
83.6K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1KNew |
$773K - $795K
|
30.1K
$940K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 158.31% |
$735K - $755K
|
46.7K
$1.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.7KNew |
$686K - $705K
|
26.7K
$834K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.4KNew |
$523K - $538K
|
20.4K
$636K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.2KNew |
$389K - $400K
|
15.2K
$473K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 9.77% |
$283K - $291K
|
124K
$3.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.34KNew |
$163K - $167K
|
6.34K
$198K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.96K+ 4.95% |
$127K - $131K
|
105K
$3.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.59K+ 4.52% |
$66.5K - $68.4K
|
59.9K
$1.87M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$57.7K - $59.3K
|
2.25K
$70.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
628New |
$16.1K - $16.6K
|
628
$19.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
583+ 6.31% |
$15K - $15.4K
|
9.82K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
500New |
$12.8K - $13.2K
|
500
$15.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
354+ 15.9% |
$9.09K - $9.34K
|
2.58K
$80.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
349+ 4.32% |
$8.96K - $9.21K
|
8.43K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.03% |
$103 - $106
|
12.1K
$378K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-111- 0.34% |
$2.85K - $2.93K
|
32.9K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 3.73% |
$6.42K - $6.6K
|
6.46K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-506- 5.22% |
$13K - $13.4K
|
9.2K
$287K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-588- 1.05% |
$15.1K - $15.5K
|
55.3K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-794- 7.03% |
$20.4K - $21K
|
10.5K
$328K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-816- 17.39% |
$21K - $21.5K
|
3.88K
$121K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-981- 2.27% |
$25.2K - $25.9K
|
42.3K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 0.61% |
$30.8K - $31.7K
|
196K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 2.24% |
$32.3K - $33.2K
|
55K
$1.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.42K- 1.6% |
$36.5K - $37.5K
|
87.4K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.54K- 9.97% |
$39.6K - $40.7K
|
13.9K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.77K- 9.31% |
$45.5K - $46.7K
|
17.2K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2K- 2.96% |
$51.4K - $52.8K
|
65.5K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.44K- 10.98% |
$88.4K - $90.8K
|
27.9K
$871K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 27.46% |
$114K - $117K
|
11.7K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-4.55K- 7.7% |
$117K - $120K
|
54.5K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6.61K- 7.18% |
$170K - $174K
|
85.5K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-8.01K- 43.81% |
$206K - $211K
|
10.3K
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.84K- 44.89% |
$227K - $233K
|
10.9K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 6.39% |
$308K - $316K
|
175K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.2K- 25.92% |
$442K - $454K
|
49.2K
$1.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-41.8K- 35.03% |
$1.07M - $1.1M
|
77.5K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-396K- 94.32% |
$10.2M - $10.5M
|
23.9K
$745K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-455K- 94.39% |
$11.7M - $12M
|
27K
$844K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-498K- 88.32% |
$12.8M - $13.1M
|
65.8K
$2.06M
|