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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 4.52% |
$387K - $416K
|
269K
$9.72M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.08K- 40.3% |
$185K - $199K
|
9.01K
$326K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.1K- 7.34% |
$33.4K - $35.9K
|
13.9K
$502K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-844- 0.89% |
$25.6K - $27.6K
|
93.8K
$3.39M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-690- 6.77% |
$21K - $22.5K
|
9.5K
$343K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 6.31% |
$2.89K - $3.1K
|
1.41K
$51K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.6K- 45.05% |
$355K - $389K
|
15.4K
$557K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.09K- 2.84% |
$58.7K - $64.3K
|
71.5K
$2.58M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-788- 8.44% |
$22.4K - $23.5K
|
8.55K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 62.5% |
$996 - $1.04K
|
21
$759
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-589K- 95.99% |
$15.8M - $17M
|
24.6K
$889K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-76.8K- 18.24% |
$2M - $2.1M
|
344K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-9.84K- 33.75% |
$256K - $268K
|
19.3K
$698K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.93K- 40.05% |
$154K - $162K
|
8.88K
$321K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 20.0% |
$26K - $27.3K
|
4K
$145K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-30- 65.22% |
$780 - $819
|
16
$578
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 11.43% |
$104 - $109
|
31
$1.12K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.07K- 32.38% |
$230K - $248K
|
18.9K
$685K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6.07KClosed |
$163K - $177K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.66KClosed |
$98.4K - $107K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-360Closed |
$9.68K - $10.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-70.6KClosed |
$1.98M - $2.07M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-418KClosed |
$11.9M - $12.2M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-8.76KClosed |
$249K - $257K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-530Closed |
$15.1K - $15.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-200Closed |
$5.65K - $5.71K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5KClosed |
$139K - $141K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
SELL
|
- |
-580Closed |
$15.6K - $16.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Holistic Financial Partners
|
SELL
|
- |
-95.6KClosed |
$2.47M - $2.62M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42.7KClosed |
$992K - $1.11M
|
0
$0
|
|