Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UAUG)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAUG) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4KNew |
$103K - $111K
|
3.4K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
150+ 0.87% |
$4.56K - $4.9K
|
17.3K
$627K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
241KNew |
$6.76M - $7.41M
|
241K
$8.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
104KNew |
$2.92M - $3.21M
|
104K
$3.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
82.1KNew |
$2.31M - $2.53M
|
82.1K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47.9K+ 12.33% |
$1.35M - $1.48M
|
436K
$15.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
16.4KNew |
$461K - $505K
|
16.4K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.65K+ 768.89% |
$243K - $267K
|
9.78K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.32KNew |
$205K - $225K
|
7.32K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52KNew |
$98.8K - $108K
|
3.52K
$127K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.83K+ 12.97% |
$51.3K - $56.3K
|
15.9K
$575K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.69KNew |
$47.5K - $52.1K
|
1.69K
$61.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.46KNew |
$40.9K - $44.8K
|
1.46K
$52.6K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.2KNew |
$291K - $304K
|
10.2K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$144K - $150K
|
5.05K
$183K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
660New |
$18.8K - $19.6K
|
660
$23.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
250New |
$7.12K - $7.44K
|
250
$9.04K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
9.64KNew |
$258K - $278K
|
9.64K
$348K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.3KNew |
$249K - $268K
|
9.3K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.81KNew |
$209K - $225K
|
7.81K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
706New |
$18.9K - $20.3K
|
706
$25.5K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
298+ 0.42% |
$7.75K - $8.13K
|
71.1K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
161New |
$4.18K - $4.39K
|
161
$5.82K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
89New |
$2.31K - $2.43K
|
89
$3.22K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 3.51% |
$156 - $164
|
177
$6.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.45K+ 188.21% |
$163K - $173K
|
9.88K
$357K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.54K+ 1.07% |
$38.8K - $41.2K
|
144K
$5.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.37K
|
200
$7.23K
|
|
| Q3 2022 | |||||||
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
26.6KNew |
$674K - $729K
|
26.6K
$963K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.6KNew |
$497K - $538K
|
19.6K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.33K+ 11.18% |
$185K - $201K
|
72.9K
$2.64M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
19.8KNew |
$562K - $571K
|
19.8K
$714K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14.9KNew |
$425K - $431K
|
14.9K
$540K
|
|