Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAPR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.9% |
$7.51K - $7.81K
|
12.9K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60- 4.74% |
$1.8K - $1.87K
|
1.21K
$38.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
6.58KNew |
$197K - $205K
|
6.58K
$212K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 54.52% |
$438K - $468K
|
12.9K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-800- 1.12% |
$22.6K - $24.2K
|
70.3K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 15.01% |
$35.4K - $37.9K
|
7.1K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.67KNew |
$189K - $201K
|
6.67K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
562New |
$15.9K - $17K
|
562
$18.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 61.82% |
$320K - $342K
|
6.98K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8K- 32.54% |
$226K - $242K
|
16.6K
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
284New |
$8.03K - $8.58K
|
284
$9.17K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176+ 0.4% |
$4.98K - $5.32K
|
44.4K
$1.43M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.32K- 14.43% |
$36.1K - $38.4K
|
7.84K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
21.9KNew |
$597K - $636K
|
21.9K
$706K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
914New |
$25K - $26.6K
|
914
$29.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
9.23KNew |
$252K - $268K
|
9.23K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.25KNew |
$198K - $211K
|
7.25K
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
24New |
$656 - $698
|
24
$775
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24.2KNew |
$662K - $705K
|
24.2K
$783K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20.7K- 56.6% |
$565K - $582K
|
15.9K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3K+ 53.4% |
$309K - $318K
|
32.5K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
20.8KNew |
$568K - $585K
|
20.8K
$671K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
640New |
$16.1K - $17.6K
|
640
$20.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
816New |
$20.5K - $22.4K
|
816
$26.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.9K- 2.23% |
$47.9K - $52.2K
|
83.6K
$2.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10.8K- 18.0% |
$271K - $296K
|
49.1K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-380- 1.97% |
$9.56K - $10.4K
|
18.9K
$609K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$57.7K - $59.3K
|
2.25K
$72.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1KNew |
$773K - $795K
|
30.1K
$972K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-981- 2.27% |
$25.2K - $25.9K
|
42.3K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
500New |
$12.8K - $13.2K
|
500
$16.1K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14KClosed |
$348K - $365K
|
0
$0
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18KClosed |
$446K - $468K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 32.43% |
$386K - $405K
|
32.4K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.62K- 93.41% |
$40.1K - $42.1K
|
114
$3.68K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4KNew |
$407K - $427K
|
16.4K
$529K
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.49K+ 0.64% |
$36.9K - $38.8K
|
233K
$7.53M
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
201New |
$4.97K - $5.05K
|
201
$6.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.9K- 18.93% |
$96.4K - $97.8K
|
16.7K
$539K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2K+ 3.1% |
$49.5K - $50.2K
|
66.6K
$2.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30.8KNew |
$761K - $773K
|
30.8K
$993K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$223K - $231K
|
9.2K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.4K- 68.95% |
$471K - $488K
|
8.73K
$282K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.77K+ 3.27% |
$140K - $145K
|
182K
$5.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-900- 6.35% |
$21.9K - $22.7K
|
13.3K
$428K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.61K- 16.2% |
$39.1K - $41.7K
|
8.33K
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.7KNew |
$1.33M - $1.42M
|
54.7K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-338KClosed |
$8.19M - $8.74M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.09K- 54.53% |
$98.9K - $109K
|
3.41K
$110K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-19.7KClosed |
$477K - $523K
|
0
$0
|
|