Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAPR) 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 |
---|---|---|---|---|---|---|---|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
141KNew |
$4.22M - $4.39M
|
141K
$4.37M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.8KNew |
$834K - $868K
|
27.8K
$864K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2K+ 293.47% |
$788K - $820K
|
35.2K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.62K- 21.36% |
$229K - $238K
|
28K
$872K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-21.1K- 26.75% |
$635K - $660K
|
57.9K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-371- 62.35% |
$11.1K - $11.6K
|
224
$6.96K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
825+ 0.71% |
$24.8K - $25.8K
|
118K
$3.65M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-325- 0.25% |
$9.76K - $10.1K
|
130K
$4.03M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
57.9KNew |
$1.74M - $1.81M
|
57.9K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.12K- 5.66% |
$33.7K - $35.1K
|
18.7K
$582K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-86.1K- 27.58% |
$2.58M - $2.69M
|
226K
$7.02M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.2K- 3.45% |
$306K - $318K
|
285K
$8.87M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
94New |
$2.82K - $2.94K
|
94
$2.92K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 63.83% |
$9.01K - $9.37K
|
770
$23.9K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.5KNew |
$705K - $734K
|
23.5K
$730K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.1K- 10.1% |
$63K - $65.6K
|
18.7K
$581K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 4.41% |
$34.8K - $36.2K
|
25.1K
$780K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100+ 2.11% |
$3K - $3.12K
|
4.84K
$150K
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
131KNew |
$3.94M - $4.1M
|
131K
$4.08M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.6KNew |
$499K - $519K
|
16.6K
$516K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 8.31% |
$34.3K - $35.7K
|
12.6K
$392K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.21K- 13.9% |
$186K - $194K
|
38.5K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
49KNew |
$1.47M - $1.53M
|
49K
$1.52M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 6.44% |
$56.9K - $59.2K
|
31.3K
$974K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.1K- 9.33% |
$782K - $814K
|
253K
$7.87M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-81- 0.2% |
$2.43K - $2.53K
|
41K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.23K+ 58.83% |
$127K - $132K
|
11.4K
$355K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
781+ 19.9% |
$23.4K - $24.4K
|
4.71K
$146K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30.7KNew |
$922K - $959K
|
30.7K
$954K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 7.91% |
$31.4K - $32.6K
|
12.2K
$378K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.2KNew |
$1.45M - $1.5M
|
48.2K
$1.5M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 42.38% |
$438K - $455K
|
49K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-659- 0.85% |
$19.8K - $20.6K
|
76.6K
$2.38M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-456- 1.78% |
$13.7K - $14.2K
|
25.2K
$783K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
203KNew |
$6.09M - $6.34M
|
203K
$6.31M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.06K- 7.31% |
$212K - $220K
|
89.5K
$2.78M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-290- 9.1% |
$8.71K - $9.06K
|
2.9K
$90K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-4.52K- 24.59% |
$136K - $141K
|
13.9K
$431K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-394- 3.09% |
$11.8K - $12.3K
|
12.4K
$385K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-255- 14.1% |
$7.66K - $7.96K
|
1.55K
$48.3K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-340- 4.95% |
$10.2K - $10.6K
|
6.53K
$203K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.9% |
$7.51K - $7.81K
|
12.9K
$400K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.13K- 11.42% |
$244K - $254K
|
63.1K
$1.96M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
557+ 4.05% |
$16.7K - $17.4K
|
14.3K
$445K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 2.26% |
$40.8K - $42.5K
|
58.9K
$1.83M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.7KNew |
$532K - $554K
|
17.7K
$551K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60- 4.74% |
$1.8K - $1.87K
|
1.21K
$37.5K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-22.1K- 9.75% |
$664K - $690K
|
205K
$6.36M
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
9.64KNew |
$289K - $301K
|
9.64K
$300K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.08K- 4.49% |
$32.3K - $33.6K
|
22.8K
$710K
|