Latest Institutional Sells 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-534K- 93.05% |
$18M - $18.7M
|
39.9K
$1.4M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-185K- 65.47% |
$6.23M - $6.47M
|
97.6K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18.7K- 6.7% |
$630K - $654K
|
260K
$9.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.98K- 20.05% |
$100K - $104K
|
11.9K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.79K- 22.1% |
$94.1K - $97.6K
|
9.83K
$345K
|
|
|
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 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.02K- 4.18% |
$34.5K - $35.8K
|
23.4K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-892- 0.35% |
$30.1K - $31.2K
|
251K
$8.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-802- 5.55% |
$27K - $28.1K
|
13.6K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 20.32% |
$23.8K - $24.7K
|
2.77K
$97.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-375- 13.29% |
$12.6K - $13.1K
|
2.45K
$85.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-347- 1.27% |
$11.7K - $12.1K
|
27K
$950K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-196- 0.93% |
$6.61K - $6.86K
|
20.8K
$731K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-195- 0.37% |
$6.57K - $6.82K
|
53.1K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-111- 0.85% |
$3.74K - $3.88K
|
13K
$456K
|
|
|
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 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-57- 0.52% |
$1.92K - $1.99K
|
11K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-52- 1.3% |
$1.75K - $1.82K
|
3.96K
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 45.07% |
$1.08K - $1.12K
|
39
$1.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.01% |
$169 - $175
|
45.3K
$1.59M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.1K- 69.58% |
$1.34M - $1.43M
|
18.4K
$646K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 25.76% |
$516K - $548K
|
46.6K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-12.5K- 46.88% |
$400K - $425K
|
14.2K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 57.3% |
$329K - $349K
|
7.67K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.9K- 27.2% |
$125K - $132K
|
10.4K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 27.61% |
$105K - $111K
|
8.6K
$302K
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 10.42% |
$16K - $17K
|
4.3K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-396- 1.58% |
$12.6K - $13.4K
|
24.6K
$864K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 66.71% |
$703K - $731K
|
11.2K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 85.06% |
$489K - $509K
|
2.75K
$96.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$245K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.95K- 97.99% |
$58.5K - $62.1K
|
40
$1.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$615K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04M- 99.29% |
$28.8M - $31.6M
|
7.48K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02M- 99.16% |
$28.1M - $30.9M
|
8.58K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.1K- 55.34% |
$748K - $820K
|
21.8K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.85K- 51.01% |
$134K - $147K
|
4.66K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.84K- 99.86% |
$134K - $147K
|
7
$246
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.47K- 10.54% |
$96K - $105K
|
29.5K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.81K- 1.25% |
$50K - $54.8K
|
143K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-688- 17.78% |
$19K - $20.9K
|
3.18K
$112K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.47% |
$48.8K - $51.5K
|
75.2K
$2.64M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.14K- 11.66% |
$227K - $243K
|
69.3K
$2.43M
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-24.1KClosed |
$610K - $667K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-19KClosed |
$481K - $526K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.5KClosed |
$226K - $235K
|
0
$0
|
|