Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
411+ 1.67% |
$13.9K - $14.4K
|
25K
$878K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-33- 0.23% |
$1.11K - $1.15K
|
14.2K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
491+ 0.69% |
$16.6K - $17.2K
|
71.9K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58KNew |
$1.95M - $2.03M
|
58K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
985New |
$33.2K - $34.5K
|
985
$34.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-892- 0.35% |
$30.1K - $31.2K
|
251K
$8.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-185K- 65.47% |
$6.23M - $6.47M
|
97.6K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 45.07% |
$1.08K - $1.12K
|
39
$1.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
241KNew |
$8.14M - $8.45M
|
241K
$8.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-57- 0.52% |
$1.92K - $1.99K
|
11K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-802- 5.55% |
$27K - $28.1K
|
13.6K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-98- 17.59% |
$3.3K - $3.43K
|
459
$16.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-73- 0.6% |
$2.46K - $2.55K
|
12.1K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13.1K+ 42.77% |
$440K - $457K
|
43.6K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 20.32% |
$23.8K - $24.7K
|
2.77K
$97.4K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-413K- 64.31% |
$13.9M - $14.5M
|
229K
$8.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-347- 1.27% |
$11.7K - $12.1K
|
27K
$950K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.01% |
$169 - $175
|
45.3K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-195- 0.37% |
$6.57K - $6.82K
|
53.1K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-375- 13.29% |
$12.6K - $13.1K
|
2.45K
$85.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-111- 0.85% |
$3.74K - $3.88K
|
13K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.22K- 13.79% |
$74.7K - $77.5K
|
13.8K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.78K- 5.63% |
$60.1K - $62.4K
|
29.9K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.98K- 20.05% |
$100K - $104K
|
11.9K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18.7K- 6.7% |
$630K - $654K
|
260K
$9.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-52- 1.3% |
$1.75K - $1.82K
|
3.96K
$139K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.02K- 4.18% |
$34.5K - $35.8K
|
23.4K
$823K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.79K- 22.1% |
$94.1K - $97.6K
|
9.83K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
17+ 0.11% |
$573 - $595
|
15K
$525K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-534K- 93.05% |
$18M - $18.7M
|
39.9K
$1.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$548K - $569K
|
16.3K
$571K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-196- 0.93% |
$6.61K - $6.86K
|
20.8K
$731K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.37KNew |
$139K - $148K
|
4.37K
$153K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.9KNew |
$922K - $979K
|
28.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 11.81% |
$92.8K - $98.5K
|
21.7K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$448K - $476K
|
14K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6KNew |
$977K - $1.04M
|
30.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 10.42% |
$16K - $17K
|
4.3K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.9K- 27.2% |
$125K - $132K
|
10.4K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
35.9K+ 389.62% |
$1.15M - $1.22M
|
45.1K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 18.14% |
$52.4K - $55.6K
|
10.7K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.1K- 69.58% |
$1.34M - $1.43M
|
18.4K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.6K+ 170.09% |
$370K - $394K
|
18.4K
$647K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.18K+ 185.84% |
$229K - $244K
|
11K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 3.07% |
$36.5K - $38.8K
|
38.4K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 27.61% |
$105K - $111K
|
8.6K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 57.3% |
$329K - $349K
|
7.67K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.02KNew |
$288K - $306K
|
9.02K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.31K+ 76.93% |
$73.7K - $78.3K
|
5.31K
$186K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 25.76% |
$516K - $548K
|
46.6K
$1.63M
|
|