Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
32.2KNew |
$885K - $919K
|
32.2K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24KNew |
$661K - $686K
|
24K
$857K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
10.6KNew |
$290K - $301K
|
10.6K
$376K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.71KNew |
$267K - $277K
|
9.71K
$347K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
9.7KNew |
$267K - $277K
|
9.7K
$346K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.3K+ 159.37% |
$256K - $266K
|
15.1K
$540K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.84K+ 36.03% |
$133K - $138K
|
18.3K
$653K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 19.42% |
$94.5K - $98.1K
|
21.1K
$754K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.24K+ 21.22% |
$89.1K - $92.5K
|
18.5K
$660K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.6K+ 5.1% |
$71.6K - $74.3K
|
53.6K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.51K+ 17.69% |
$69.1K - $71.7K
|
16.7K
$596K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1KNew |
$27.5K - $28.6K
|
1K
$35.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
608+ 2.46% |
$16.7K - $17.4K
|
25.4K
$905K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
600+ 8.02% |
$16.5K - $17.1K
|
8.09K
$288K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
327+ 3.27% |
$8.99K - $9.34K
|
10.3K
$368K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11- 1.34% |
$303 - $314
|
812
$29K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.36% |
$743 - $771
|
7.57K
$270K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50- 0.52% |
$1.38K - $1.43K
|
9.64K
$344K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-64- 0.6% |
$1.76K - $1.83K
|
10.5K
$376K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-235- 29.27% |
$6.46K - $6.71K
|
568
$20.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-379Closed |
$10.4K - $10.8K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-473- 3.0% |
$13K - $13.5K
|
15.3K
$546K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 3.1% |
$13.8K - $14.3K
|
15.6K
$558K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-578- 7.28% |
$15.9K - $16.5K
|
7.36K
$263K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-630- 7.65% |
$17.3K - $18K
|
7.6K
$271K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-750- 22.39% |
$20.6K - $21.4K
|
2.6K
$92.8K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-871- 4.16% |
$24K - $24.9K
|
20.1K
$716K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.5KClosed |
$41.3K - $42.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.79K- 12.08% |
$49.2K - $51.1K
|
13K
$465K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-2.04K- 12.14% |
$56K - $58.1K
|
14.7K
$526K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.5K- 78.13% |
$68.8K - $71.4K
|
700
$25K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.33K- 16.1% |
$91.7K - $95.2K
|
17.4K
$620K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.45KClosed |
$94.8K - $98.4K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.02KClosed |
$193K - $201K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6KClosed |
$374K - $388K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-196KClosed |
$5.38M - $5.59M
|
0
$0
|