Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
17.6KNew |
$611K - $630K
|
17.6K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
101KNew |
$3.5M - $3.61M
|
101K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.42K+ 89.46% |
$153K - $158K
|
9.35K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 29.81% |
$74K - $76.3K
|
9.31K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
165KNew |
$5.72M - $5.89M
|
165K
$5.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 16.28% |
$45.6K - $47K
|
6.76K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41.5K+ 82.34% |
$1.44M - $1.48M
|
91.9K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
150+ 1.41% |
$5.2K - $5.36K
|
10.8K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
413+ 7.0% |
$14.3K - $14.8K
|
6.31K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.3K+ 65.38% |
$669K - $690K
|
48.9K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
39.1K+ 546.58% |
$1.36M - $1.4M
|
46.3K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
397+ 2.81% |
$13.8K - $14.2K
|
14.5K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
830K+ 2007.29% |
$28.7M - $29.6M
|
871K
$31.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.44KNew |
$258K - $266K
|
7.44K
$268K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$33.9 - $34.8
|
2.85K
$103K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12.5K- 73.13% |
$422K - $434K
|
4.58K
$165K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.65KNew |
$191K - $197K
|
5.65K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-92- 0.38% |
$3.12K - $3.2K
|
24K
$864K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 14.08% |
$33.9K - $34.8K
|
6.1K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.62K+ 67.02% |
$156K - $161K
|
11.5K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.75KNew |
$195K - $200K
|
5.75K
$207K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
362New |
$12K - $12.4K
|
362
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.96K+ 125.84% |
$330K - $341K
|
17.9K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
126+ 132.63% |
$4.18K - $4.32K
|
221
$7.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-149- 1.24% |
$4.94K - $5.11K
|
11.8K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-485- 3.46% |
$16.1K - $16.6K
|
13.5K
$488K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.14KNew |
$70.9K - $73.2K
|
2.14K
$77K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.85K- 17.06% |
$61.4K - $63.4K
|
9K
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.06KNew |
$201K - $208K
|
6.06K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 13.94% |
$33.2K - $34.3K
|
8.18K
$295K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
157New |
$5.21K - $5.38K
|
157
$5.66K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 45.26% |
$60.1K - $62.1K
|
2.19K
$79.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 22.16% |
$102K - $107K
|
11.2K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 10.09% |
$7.75K - $8.1K
|
2.63K
$94.8K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
22.9KNew |
$735K - $768K
|
22.9K
$824K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
17.6KNew |
$526K - $570K
|
17.6K
$634K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7KNew |
$351K - $380K
|
11.7K
$423K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.67KNew |
$288K - $295K
|
9.67K
$349K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200New |
$5.96K - $6.1K
|
200
$7.21K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
466New |
$13.9K - $14.2K
|
466
$16.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 62.5% |
$29.8K - $30.5K
|
600
$21.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-21.3K- 75.75% |
$634K - $649K
|
6.81K
$246K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.5 - $29.9
|
1
$36.1
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.8K- 2.34% |
$51.4K - $53.8K
|
75.3K
$2.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$199K - $209K
|
6.99K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.53KNew |
$215K - $225K
|
7.53K
$272K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-155- 1.26% |
$4.21K - $4.42K
|
12.1K
$437K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-730- 8.87% |
$19.8K - $20.8K
|
7.5K
$270K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-952- 5.63% |
$25.9K - $27.2K
|
16K
$575K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.45K+ 26.73% |
$63.9K - $67.9K
|
11.6K
$419K
|
|