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 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.85KNew |
$303K - $351K
|
9.85K
$363K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.88K- 46.18% |
$57.7K - $66.8K
|
2.19K
$80.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.46KNew |
$137K - $159K
|
4.46K
$164K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.7K+ 12.34% |
$83.1K - $96.2K
|
24.6K
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$195K - $226K
|
6.34K
$233K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.91KNew |
$226K - $239K
|
6.91K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-851- 12.22% |
$27.8K - $29.5K
|
6.11K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-161- 2.23% |
$5.26K - $5.58K
|
7.07K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.44K- 8.59% |
$47.1K - $50K
|
15.4K
$565K
|
|
| Q4 2024 | |||||||
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.6K- 3.58% |
$53K - $54.8K
|
43.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.86K- 32.89% |
$194K - $200K
|
12K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-200- 17.67% |
$6.61K - $6.83K
|
932
$34.3K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-153- 55.23% |
$4.79K - $5.08K
|
124
$4.57K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-521- 1.85% |
$16.3K - $17.3K
|
27.7K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-498- 6.53% |
$15.6K - $16.5K
|
7.13K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-126- 6.61% |
$3.95K - $4.19K
|
1.78K
$65.6K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41KNew |
$198K - $205K
|
6.41K
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
171New |
$5.29K - $5.48K
|
171
$6.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$680 - $705
|
22
$810
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.48KNew |
$293K - $304K
|
9.48K
$349K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.25K+ 55.23% |
$127K - $132K
|
11.9K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-262- 59.14% |
$7.83K - $8.12K
|
181
$6.67K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-545- 41.13% |
$16.3K - $16.9K
|
780
$28.7K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
320KNew |
$8.85M - $9.62M
|
320K
$11.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 28.76% |
$79.5K - $86.4K
|
7.12K
$262K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.36K- 15.26% |
$65.2K - $70.9K
|
13.1K
$482K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.06K- 1.52% |
$29.9K - $30.7K
|
68.4K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.97K- 28.78% |
$196K - $202K
|
17.2K
$635K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
674New |
$19K - $19.5K
|
674
$24.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.62KNew |
$215K - $221K
|
7.62K
$281K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38K- 63.61% |
$1.07M - $1.1M
|
21.7K
$799K
|
|
| 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
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.99KNew |
$244K - $257K
|
8.99K
$331K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-13.6K- 60.44% |
$369K - $388K
|
8.88K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$472K - $496K
|
17.4K
$639K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.87KNew |
$214K - $225K
|
7.87K
$290K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
23.3KNew |
$634K - $667K
|
23.3K
$859K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.7KNew |
$319K - $336K
|
11.7K
$433K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175New |
$4.66K - $4.9K
|
175
$6.45K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
527New |
$14K - $14.7K
|
527
$19.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.53KNew |
$174K - $183K
|
6.53K
$240K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$53.3K - $56K
|
2K
$73.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
60New |
$1.6K - $1.68K
|
60
$2.21K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3.85K+ 26.12% |
$103K - $108K
|
18.6K
$685K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$366K - $384K
|
13.7K
$505K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
756New |
$19.6K - $20.9K
|
756
$27.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-66K- 87.12% |
$1.72M - $1.82M
|
9.76K
$359K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$1.43K - $1.52K
|
55
$2.03K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$312K - $332K
|
12K
$442K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11KNew |
$29.1K - $32.7K
|
1.11K
$40.8K
|
|