Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
43K+ 42.54% |
$1.06M - $1.13M
|
144K
$4.81M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.7KNew |
$240K - $256K
|
9.7K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.43K+ 80.1% |
$184K - $196K
|
16.7K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.78KNew |
$93.5K - $99.8K
|
3.78K
$126K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.15KNew |
$53.2K - $57.1K
|
2.15K
$71.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
980New |
$24.3K - $26.1K
|
980
$32.7K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94KNew |
$49.1K - $53.6K
|
1.94K
$64.7K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
105New |
$2.66K - $2.9K
|
105
$3.5K
|
|
| Q4 2021 | |||||||
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.28KNew |
$250K - $257K
|
9.28K
$310K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
66KNew |
$1.76M - $1.8M
|
66K
$2.2M
|
|