Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
469KNew |
$12.3M - $13M
|
469K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
312KNew |
$8.16M - $8.65M
|
312K
$11.1M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
54.6KNew |
$1.43M - $1.52M
|
54.6K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36K+ 476.43% |
$944K - $1M
|
43.6K
$1.56M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2KNew |
$609K - $646K
|
23.2K
$829K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$320K - $339K
|
12.2K
$436K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.8KNew |
$230K - $244K
|
8.8K
$314K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.5KNew |
$196K - $208K
|
7.5K
$268K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.23K+ 0.83% |
$58.4K - $61.9K
|
272K
$9.7M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
382+ 2.24% |
$10K - $10.6K
|
17.5K
$623K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
274New |
$7.18K - $7.61K
|
274
$9.78K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
115+ 1.3% |
$3.01K - $3.19K
|
8.93K
$319K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
56+ 0.39% |
$1.47K - $1.56K
|
14.6K
$520K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-392- 0.75% |
$10.3K - $10.9K
|
51.7K
$1.84M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-400- 2.22% |
$10.5K - $11.1K
|
17.6K
$628K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-400- 2.57% |
$10.5K - $11.1K
|
15.2K
$542K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-460- 1.45% |
$12K - $12.8K
|
31.3K
$1.12M
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.02K- 10.52% |
$26.7K - $28.3K
|
8.68K
$310K
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 15.59% |
$39.8K - $42.2K
|
8.23K
$294K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 4.82% |
$43.6K - $46.2K
|
32.9K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.68K- 16.95% |
$43.9K - $46.6K
|
8.21K
$293K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.42K- 16.64% |
$63.4K - $67.2K
|
12.1K
$432K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.73K- 11.09% |
$71.4K - $75.8K
|
21.9K
$781K
|