Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
238K+ 3183.0% |
$7.11M - $7.7M
|
245K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
45.8KNew |
$1.37M - $1.48M
|
45.8K
$1.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
41.4KNew |
$1.24M - $1.34M
|
41.4K
$1.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
37.1K+ 9.16% |
$1.11M - $1.2M
|
442K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.1K+ 390.67% |
$989K - $1.07M
|
41.5K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.4KNew |
$790K - $855K
|
26.4K
$942K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.9K+ 300.77% |
$656K - $711K
|
29.2K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
20.1KNew |
$602K - $652K
|
20.1K
$718K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 172.43% |
$574K - $622K
|
30.4K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.7KNew |
$529K - $573K
|
17.7K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
17.6KNew |
$526K - $570K
|
17.6K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6KNew |
$525K - $569K
|
17.6K
$627K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 5.26% |
$497K - $538K
|
332K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.4KNew |
$429K - $465K
|
14.4K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$423K - $459K
|
14.2K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
13.5K+ 264.43% |
$403K - $437K
|
18.6K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.5KNew |
$375K - $406K
|
12.5K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7KNew |
$351K - $380K
|
11.7K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.6K+ 10.06% |
$317K - $343K
|
116K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.98K+ 26.28% |
$209K - $226K
|
33.6K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.62KNew |
$198K - $214K
|
6.62K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.89K+ 16.5% |
$116K - $126K
|
27.5K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.38KNew |
$101K - $109K
|
3.38K
$121K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.97K+ 10.95% |
$88.8K - $96.2K
|
30.1K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.85KNew |
$85.2K - $92.2K
|
2.85K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82KNew |
$84.3K - $91.3K
|
2.82K
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.39KNew |
$71.4K - $77.4K
|
2.39K
$85.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.3K+ 8.83% |
$68.6K - $74.3K
|
28.3K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.55K+ 4.21% |
$46.4K - $50.3K
|
38.4K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.5K+ 4.07% |
$44.8K - $48.5K
|
38.3K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
457+ 3.39% |
$13.7K - $14.8K
|
13.9K
$497K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
300+ 4.41% |
$8.97K - $9.71K
|
7.1K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
122New |
$3.65K - $3.95K
|
122
$4.35K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.04% |
$29.9 - $32.4
|
2.85K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-162- 57.24% |
$4.84K - $5.25K
|
121
$4.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-210- 1.28% |
$6.28K - $6.8K
|
16.3K
$580K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-660- 4.49% |
$19.7K - $21.4K
|
14K
$500K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.2K- 40.66% |
$65.6K - $71.1K
|
3.2K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.12K- 11.69% |
$123K - $133K
|
31.1K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.57K- 33.93% |
$196K - $213K
|
12.8K
$456K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-8.45K- 14.45% |
$253K - $274K
|
50.1K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 64.05% |
$342K - $370K
|
6.42K
$229K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20.3K- 43.99% |
$606K - $657K
|
25.8K
$921K
|
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 96.95% |
$7.11M - $7.7M
|
7.47K
$267K
|