Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUL) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
470+ 8.85% |
$14.8K - $17.3K
|
5.78K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4+ 0.02% |
$126 - $147
|
20.7K
$790K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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 | |||||||
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$548K - $569K
|
16.3K
$621K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.02KNew |
$288K - $306K
|
9.02K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.5K+ 134.01% |
$144K - $153K
|
7.86K
$300K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
30.2KNew |
$943K - $981K
|
30.2K
$1.15M
|
|
|
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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$688 - $716
|
22
$840
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$55.3K - $60.6K
|
2K
$76.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
168KNew |
$4.72M - $4.91M
|
168K
$6.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.5KNew |
$296K - $307K
|
10.5K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.74KNew |
$190K - $197K
|
6.74K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
667New |
$18.8K - $19.5K
|
667
$25.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
518+ 5.84% |
$14.6K - $15.2K
|
9.39K
$359K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
474New |
$13.4K - $13.9K
|
474
$18.1K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.6KNew |
$880K - $940K
|
32.6K
$1.25M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
700+ 6.22% |
$17.9K - $18.9K
|
12K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
558New |
$14.3K - $15.1K
|
558
$21.3K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
43K+ 42.54% |
$1.06M - $1.13M
|
144K
$5.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.7KNew |
$240K - $256K
|
9.7K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.43K+ 80.1% |
$184K - $196K
|
16.7K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.78KNew |
$93.5K - $99.8K
|
3.78K
$145K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.15KNew |
$53.2K - $57.1K
|
2.15K
$81.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
980New |
$24.3K - $26.1K
|
980
$37.4K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94KNew |
$49.1K - $53.6K
|
1.94K
$74.1K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
105New |
$2.66K - $2.9K
|
105
$4.01K
|
|
| Q4 2021 | |||||||
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.28KNew |
$250K - $257K
|
9.28K
$354K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
66KNew |
$1.76M - $1.8M
|
66K
$2.52M
|
|