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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-290- 9.1% |
$8.71K - $9.06K
|
2.9K
$91.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-4.52K- 24.59% |
$136K - $141K
|
13.9K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-255- 14.1% |
$7.66K - $7.96K
|
1.55K
$48.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-394- 3.09% |
$11.8K - $12.3K
|
12.4K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-340- 4.95% |
$10.2K - $10.6K
|
6.53K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.9% |
$7.51K - $7.81K
|
12.9K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.13K- 11.42% |
$244K - $254K
|
63.1K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 2.26% |
$40.8K - $42.5K
|
58.9K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
557+ 4.05% |
$16.7K - $17.4K
|
14.3K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-22.1K- 9.75% |
$664K - $690K
|
205K
$6.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60- 4.74% |
$1.8K - $1.87K
|
1.21K
$37.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.7KNew |
$532K - $554K
|
17.7K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
9.64KNew |
$289K - $301K
|
9.64K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.9K- 39.44% |
$147K - $153K
|
7.53K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.08K- 4.49% |
$32.3K - $33.6K
|
22.8K
$719K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-614K- 89.5% |
$18.4M - $19.2M
|
72K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-45- 0.27% |
$1.35K - $1.41K
|
16.5K
$519K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
6.58KNew |
$197K - $205K
|
6.58K
$207K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-85- 31.02% |
$2.55K - $2.65K
|
189
$5.95K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08K+ 619.42% |
$115K - $123K
|
4.74K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-800- 1.12% |
$22.6K - $24.2K
|
70.3K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-471- 44.18% |
$13.3K - $14.2K
|
595
$18.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.1K- 29.69% |
$313K - $335K
|
26.2K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 3.3% |
$11.3K - $12.1K
|
11.7K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.5K- 0.84% |
$70.6K - $75.5K
|
296K
$9.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.96K- 1.25% |
$112K - $120K
|
312K
$9.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.94KNew |
$253K - $270K
|
8.94K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 17.21% |
$80.8K - $86.3K
|
13.7K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.74K- 25.36% |
$191K - $204K
|
19.8K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 54.52% |
$438K - $468K
|
12.9K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 1.39% |
$38.6K - $41.2K
|
96.5K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.85K- 16.05% |
$222K - $237K
|
41K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
343+ 0.24% |
$9.7K - $10.4K
|
145K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
89+ 0.68% |
$2.52K - $2.69K
|
13.2K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.78K- 18.7% |
$135K - $144K
|
20.8K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.4K+ 2.1% |
$68K - $72.6K
|
117K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.67KNew |
$189K - $201K
|
6.67K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-67- 0.35% |
$1.89K - $2.02K
|
19K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 15.01% |
$35.4K - $37.9K
|
7.1K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-560- 1.87% |
$15.8K - $16.9K
|
29.4K
$926K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-288- 6.61% |
$8.14K - $8.7K
|
4.07K
$128K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-110K- 71.13% |
$3.11M - $3.32M
|
44.7K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
562New |
$15.9K - $17K
|
562
$17.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.25% |
$283 - $302
|
3.93K
$123K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 61.82% |
$320K - $342K
|
6.98K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-49K- 82.55% |
$1.39M - $1.48M
|
10.4K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 31.29% |
$459K - $491K
|
35.7K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8K- 32.54% |
$226K - $242K
|
16.6K
$522K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-860- 9.57% |
$24.3K - $26K
|
8.13K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.87K- 44.93% |
$166K - $177K
|
7.19K
$226K
|
|