Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUN) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.48KNew |
$293K - $304K
|
9.48K
$326K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.25K+ 55.23% |
$127K - $132K
|
11.9K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-262- 59.14% |
$7.83K - $8.12K
|
181
$6.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.53K- 6.66% |
$45.7K - $47.4K
|
21.4K
$737K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-545- 41.13% |
$16.3K - $16.9K
|
780
$26.8K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
320KNew |
$8.85M - $9.62M
|
320K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.23KNew |
$200K - $217K
|
7.23K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.75KNew |
$159K - $173K
|
5.75K
$198K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 28.76% |
$79.5K - $86.4K
|
7.12K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.36K- 15.26% |
$65.2K - $70.9K
|
13.1K
$451K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.3KNew |
$1.47M - $1.51M
|
52.3K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.06K- 1.52% |
$29.9K - $30.7K
|
68.4K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.97K- 28.78% |
$196K - $202K
|
17.2K
$593K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
674New |
$19K - $19.5K
|
674
$23.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.62KNew |
$215K - $221K
|
7.62K
$262K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38K- 63.61% |
$1.07M - $1.1M
|
21.7K
$747K
|
|
| Q2 2023 | |||||||
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-30.5KClosed |
$829K - $872K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-13.6K- 60.44% |
$369K - $388K
|
8.88K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$472K - $496K
|
17.4K
$597K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.99KNew |
$244K - $257K
|
8.99K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.87KNew |
$214K - $225K
|
7.87K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
23.3KNew |
$634K - $667K
|
23.3K
$803K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.7KNew |
$319K - $336K
|
11.7K
$404K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175New |
$4.66K - $4.9K
|
175
$6.02K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
527New |
$14K - $14.7K
|
527
$18.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.53KNew |
$174K - $183K
|
6.53K
$225K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$53.3K - $56K
|
2K
$68.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
60New |
$1.6K - $1.68K
|
60
$2.06K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3.85K+ 26.12% |
$103K - $108K
|
18.6K
$640K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$366K - $384K
|
13.7K
$472K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
756New |
$19.6K - $20.9K
|
756
$26K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-66K- 87.12% |
$1.72M - $1.82M
|
9.76K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$1.43K - $1.52K
|
55
$1.89K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$312K - $332K
|
12K
$413K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 2.16% |
$4.56K - $4.92K
|
7.92K
$273K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82KNew |
$73.9K - $83K
|
2.82K
$96.9K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11KNew |
$29.1K - $32.7K
|
1.11K
$38.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
14.8KNew |
$389K - $438K
|
14.8K
$511K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6KNew |
$356K - $400K
|
13.6K
$467K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-704Closed |
$18.5K - $20.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.82KNew |
$47.7K - $53.6K
|
1.82K
$62.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.9KClosed |
$181K - $204K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7KNew |
$184K - $207K
|
7K
$241K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500Closed |
$13.1K - $14.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.44KClosed |
$40.9K - $42.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.6KNew |
$500K - $520K
|
17.6K
$606K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.49KClosed |
$42.8K - $44K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.77KClosed |
$50.6K - $52.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-102Closed |
$2.92K - $3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.33KClosed |
$208K - $213K
|
0
$0
|
|