Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJAN) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.49K- 9.08% |
$181K - $189K
|
45K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-349- 2.39% |
$14.1K - $14.7K
|
14.3K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1K- 6.21% |
$40.4K - $42.1K
|
15.1K
$642K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-558- 0.41% |
$22.5K - $23.5K
|
135K
$5.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.07K- 27.6% |
$43.2K - $45K
|
2.8K
$119K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.4K- 17.38% |
$1.59M - $1.66M
|
187K
$7.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-209- 0.82% |
$8.44K - $8.8K
|
25.3K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
681+ 13.46% |
$27.5K - $28.7K
|
5.74K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.32K- 50.52% |
$215K - $224K
|
5.21K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-350- 1.65% |
$14.1K - $14.7K
|
20.9K
$887K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 1.15% |
$48K - $50.1K
|
104K
$4.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.41M- 94.48% |
$56.9M - $59.3M
|
82.3K
$3.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-185- 0.49% |
$7.47K - $7.79K
|
37.7K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.67K- 11.35% |
$108K - $112K
|
20.8K
$885K
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.5K- 5.6% |
$417K - $465K
|
194K
$8.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
300New |
$10.9K - $12.1K
|
300
$12.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.61K+ 0.66% |
$203K - $227K
|
858K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.3K- 19.78% |
$665K - $742K
|
74.3K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-113- 0.71% |
$4.1K - $4.57K
|
15.8K
$671K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.59K- 18.45% |
$57.5K - $64.1K
|
7.01K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
335+ 31.78% |
$12.1K - $13.6K
|
1.39K
$59K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.27KNew |
$191K - $213K
|
5.27K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 30.0% |
$10.9K - $12.1K
|
700
$29.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.66K+ 69.48% |
$60.3K - $67.2K
|
4.05K
$172K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300New |
$10.9K - $12.1K
|
300
$12.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.28K- 92.57% |
$119K - $132K
|
263
$11.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.53KNew |
$200K - $224K
|
5.53K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
333+ 3.15% |
$12.1K - $13.5K
|
10.9K
$464K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.67KNew |
$242K - $270K
|
6.67K
$283K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5KNew |
$181K - $202K
|
5K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 34.15% |
$5.08K - $5.66K
|
270
$11.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-135- 3.48% |
$4.9K - $5.46K
|
3.75K
$159K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08KNew |
$75.4K - $84.1K
|
2.08K
$88.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
529New |
$19.2K - $21.4K
|
529
$22.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.15KNew |
$187K - $208K
|
5.15K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.91KNew |
$251K - $280K
|
6.91K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-439K- 88.01% |
$15.9M - $17.8M
|
59.8K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.05KNew |
$183K - $204K
|
5.05K
$215K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-954- 6.94% |
$34.6K - $38.6K
|
12.8K
$543K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.3KNew |
$314K - $331K
|
8.3K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.39KNew |
$242K - $255K
|
6.39K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9KNew |
$640K - $673K
|
16.9K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.29K- 18.97% |
$86.9K - $91.4K
|
9.8K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-340- 28.33% |
$12.9K - $13.6K
|
860
$36.5K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7KNew |
$265K - $279K
|
7K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-293- 3.79% |
$11.1K - $11.7K
|
7.43K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.2KNew |
$801K - $843K
|
21.2K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-53- 0.63% |
$2.01K - $2.11K
|
8.39K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.85K+ 2.9% |
$70.2K - $73.9K
|
65.8K
$2.79M
|
|