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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.27KNew |
$193K - $201K
|
5.27K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.38K+ 10.44% |
$234K - $243K
|
67.5K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-19- 0.16% |
$697 - $724
|
12.1K
$461K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.29KNew |
$341K - $354K
|
9.29K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
824+ 2060.0% |
$30.2K - $31.4K
|
864
$33K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-34.6K- 45.9% |
$1.27M - $1.32M
|
40.8K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-325- 1.86% |
$11.9K - $12.4K
|
17.2K
$656K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.2K+ 20.99% |
$44.1K - $45.7K
|
6.92K
$264K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.6M+ 4570.75% |
$58.7M - $60.9M
|
1.63M
$62.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-400- 0.35% |
$14.7K - $15.2K
|
113K
$4.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41.4K+ 233.52% |
$1.52M - $1.58M
|
59.1K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
20.5K+ 64.8% |
$754K - $783K
|
52.2K
$2M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.44K+ 5.08% |
$310K - $322K
|
175K
$6.67M
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.8K- 4.35% |
$370K - $433K
|
258K
$9.87M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.32KNew |
$41.6K - $48.7K
|
1.32K
$50.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.2KNew |
$382K - $447K
|
12.2K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.94K- 27.21% |
$60.9K - $71.3K
|
5.19K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-120- 25.86% |
$3.77K - $4.41K
|
344
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.3KNew |
$1.71M - $2M
|
54.3K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92K+ 78.45% |
$60.3K - $70.6K
|
4.37K
$167K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1K+ 3.27% |
$31.4K - $36.8K
|
31.6K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
470+ 8.85% |
$14.8K - $17.3K
|
5.78K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 0.91% |
$2.3K - $2.69K
|
7.99K
$305K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-8- 0.12% |
$252 - $294
|
6.61K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
40.1K+ 19.49% |
$1.26M - $1.47M
|
246K
$9.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.95% |
$33.4K - $39.1K
|
25.9K
$988K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 9.77% |
$36K - $42.1K
|
10.6K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4+ 0.02% |
$126 - $147
|
20.7K
$790K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.16K- 7.37% |
$36.4K - $42.6K
|
14.6K
$557K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18KNew |
$596K - $637K
|
18K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$506K - $541K
|
15.2K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
625New |
$20.7K - $22.2K
|
625
$23.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.12KNew |
$274K - $284K
|
8.12K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
985New |
$33.2K - $34.5K
|
985
$37.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 45.07% |
$1.08K - $1.12K
|
39
$1.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-57- 0.52% |
$1.92K - $1.99K
|
11K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-98- 17.59% |
$3.3K - $3.43K
|
459
$17.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-73- 0.6% |
$2.46K - $2.55K
|
12.1K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.98K- 20.05% |
$100K - $104K
|
11.9K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-52- 1.3% |
$1.75K - $1.82K
|
3.96K
$151K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$548K - $569K
|
16.3K
$621K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 27.61% |
$105K - $111K
|
8.6K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.02KNew |
$288K - $306K
|
9.02K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.71K+ 1.73% |
$119K - $126K
|
218K
$8.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 19.99% |
$58.8K - $62.5K
|
11.1K
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.5K+ 134.01% |
$144K - $153K
|
7.86K
$300K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$336K - $349K
|
10.7K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
58New |
$1.81K - $1.89K
|
58
$2.22K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$266K
|
|