Latest Institutional Sells of Innovator U.S. Equity Ultra Bu (UJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJAN) 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 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-162- 0.38% |
$5.13K - $5.58K
|
42.3K
$1.62M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67- 0.96% |
$2.12K - $2.31K
|
6.89K
$263K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-85.6K- 88.81% |
$2.78M - $2.85M
|
10.8K
$412K
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.45K- 30.4% |
$112K - $115K
|
7.9K
$302K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-350- 4.19% |
$11.4K - $11.6K
|
8.01K
$306K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 5.15% |
$11K - $11.3K
|
6.26K
$239K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-3.22K- 33.35% |
$100K - $105K
|
6.43K
$246K
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.88K- 27.67% |
$89.3K - $94.2K
|
7.52K
$287K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-900- 4.59% |
$27.9K - $29.5K
|
18.7K
$714K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-73.8K- 77.75% |
$2.19M - $2.3M
|
21.1K
$807K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-32K- 82.73% |
$947K - $996K
|
6.67K
$255K
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10.2K- 42.82% |
$302K - $318K
|
13.6K
$521K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.38K- 27.69% |
$100K - $105K
|
8.83K
$337K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-650- 5.25% |
$19.3K - $20.3K
|
11.7K
$448K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-96- 60.38% |
$2.84K - $2.99K
|
63
$2.41K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-495K- 87.15% |
$14.5M - $14.7M
|
73K
$2.79M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-72.5K- 47.11% |
$2.12M - $2.15M
|
81.4K
$3.11M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3KClosed |
$331K - $337K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-10.2K- 21.94% |
$299K - $304K
|
36.4K
$1.39M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6K- 34.29% |
$175K - $178K
|
11.5K
$439K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.32K- 25.31% |
$97K - $98.7K
|
9.8K
$374K
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 5.59% |
$47.6K - $48.5K
|
27.5K
$1.05M
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 9.54% |
$38.8K - $39.5K
|
12.6K
$482K
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-798- 1.33% |
$23.3K - $23.7K
|
59.1K
$2.26M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-123- 0.95% |
$3.59K - $3.66K
|
12.8K
$489K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-18.1K- 26.65% |
$525K - $542K
|
49.7K
$1.9M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.04K- 15.65% |
$88.3K - $91.2K
|
16.4K
$626K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.02K- 17.45% |
$58.8K - $60.7K
|
9.57K
$366K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-829- 0.57% |
$24.1K - $24.9K
|
146K
$5.56M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 2.1% |
$233 - $240
|
373
$14.3K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-179KClosed |
$5.16M - $5.56M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.9KClosed |
$488K - $526K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-13.7KClosed |
$395K - $426K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.57KClosed |
$190K - $204K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2K- 66.67% |
$57.7K - $62.2K
|
1K
$38.2K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.3KClosed |
$98.9K - $104K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-314Closed |
$9.41K - $9.94K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6KClosed |
$360K - $366K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-9.51KClosed |
$296K - $301K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.5K- 24.75% |
$77.7K - $79K
|
7.6K
$290K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-486Closed |
$15.1K - $15.4K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.67KClosed |
$113K - $115K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 29, 2021
Q2 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-10KClosed |
$304K - $310K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.84KClosed |
$55.9K - $56.9K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.45KClosed |
$221K - $226K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.2KClosed |
$35.6K - $36.4K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-276Closed |
$8.19K - $8.38K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-22.6KClosed |
$639K - $676K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.47KClosed |
$211K - $223K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$440K - $457K
|
0
$0
|