Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-182K- 52.38% |
$6.32M - $6.54M
|
165K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58K- 34.19% |
$2.02M - $2.09M
|
112K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.4K- 32.99% |
$2M - $2.07M
|
117K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 64.13% |
$1.7M - $1.76M
|
27.3K
$949K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-48.2K- 68.44% |
$1.68M - $1.74M
|
22.2K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-20.9K- 57.92% |
$726K - $751K
|
15.2K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.6K- 37.04% |
$716K - $741K
|
35K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18.3K- 6.96% |
$635K - $657K
|
244K
$8.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.7K- 57.01% |
$512K - $529K
|
11.1K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.8K- 98.02% |
$481K - $498K
|
279
$9.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 99.09% |
$377K - $390K
|
100
$3.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.76K- 56.11% |
$340K - $351K
|
7.64K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-9.38K- 5.59% |
$326K - $338K
|
158K
$5.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.46K- 15.46% |
$259K - $269K
|
40.8K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.73K- 24.5% |
$164K - $170K
|
14.6K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.48K- 7.92% |
$156K - $161K
|
52.1K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.05K- 25.51% |
$141K - $146K
|
11.8K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.84K- 8.4% |
$133K - $138K
|
41.8K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.65K- 4.27% |
$127K - $131K
|
81.8K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.72% |
$109K - $112K
|
112K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 22.7% |
$88.7K - $91.8K
|
8.69K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2.4K- 14.63% |
$83.5K - $86.4K
|
14K
$486K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.23K- 8.64% |
$77.4K - $80.1K
|
23.5K
$817K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.9K- 9.66% |
$66K - $68.3K
|
17.8K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.77K- 13.19% |
$61.4K - $63.5K
|
11.6K
$403K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.41K- 6.47% |
$49K - $50.7K
|
20.4K
$708K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 10.35% |
$43.4K - $44.9K
|
10.8K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 2.37% |
$38.4K - $39.7K
|
45.4K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.1K- 13.84% |
$38.3K - $39.6K
|
6.85K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 5.25% |
$37.6K - $38.9K
|
19.5K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 17.59% |
$37K - $38.3K
|
4.99K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1K- 4.31% |
$34.8K - $36.1K
|
22.3K
$773K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-900- 7.95% |
$31.3K - $32.4K
|
10.4K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-822- 0.47% |
$28.6K - $29.6K
|
174K
$6.04M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-578- 3.2% |
$20.1K - $20.8K
|
17.5K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-550- 8.24% |
$19.1K - $19.8K
|
6.13K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-498- 0.2% |
$17.3K - $17.9K
|
244K
$8.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-403- 2.94% |
$14K - $14.5K
|
13.3K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 0.84% |
$10.4K - $10.8K
|
35.4K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-250- 1.25% |
$8.7K - $9K
|
19.7K
$684K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-176- 6.21% |
$6.12K - $6.33K
|
2.66K
$92.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 21.05% |
$4.17K - $4.32K
|
450
$15.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-119- 0.38% |
$4.14K - $4.28K
|
30.9K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 1.16% |
$1.22K - $1.26K
|
2.97K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 0.17% |
$1.01K - $1.04K
|
17.4K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.15% |
$348 - $360
|
6.82K
$237K
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-16.2KClosed |
$534K - $567K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 43.52% |
$420K - $445K
|
16.5K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.5K- 71.43% |
$82.6K - $87.6K
|
1K
$34.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.49K- 1.25% |
$49.2K - $52.2K
|
118K
$4.08M
|
|