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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-605- 2.41% |
$17.8K - $19.2K
|
24.5K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.76K- 5.22% |
$111K - $120K
|
68.3K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57- 0.15% |
$1.68K - $1.81K
|
38.4K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 7.17% |
$124K - $134K
|
54.7K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-524- 1.71% |
$15.4K - $16.7K
|
30.2K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.71K- 10.64% |
$197K - $213K
|
56.4K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1K- 1.31% |
$29.4K - $31.8K
|
75.6K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.78K- 6.35% |
$52.3K - $56.6K
|
26.3K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.76K- 41.55% |
$169K - $183K
|
8.1K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.7K- 20.33% |
$784K - $847K
|
104K
$3.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-134K- 94.99% |
$3.93M - $4.25M
|
7.05K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.12KNew |
$239K - $258K
|
8.12K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.44KNew |
$101K - $109K
|
3.44K
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-714- 4.99% |
$21K - $22.7K
|
13.6K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$377K - $407K
|
12.8K
$404K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35K+ 29.39% |
$1.05M - $1.09M
|
154K
$4.86M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15.2KNew |
$456K - $474K
|
15.2K
$479K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.8KNew |
$834K - $868K
|
27.8K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2K+ 293.47% |
$788K - $820K
|
35.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-21.1K- 26.75% |
$635K - $660K
|
57.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
57.9KNew |
$1.74M - $1.81M
|
57.9K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.5KNew |
$705K - $734K
|
23.5K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.6KNew |
$499K - $519K
|
16.6K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-290- 9.1% |
$8.71K - $9.06K
|
2.9K
$91.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.9% |
$7.51K - $7.81K
|
12.9K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60- 4.74% |
$1.8K - $1.87K
|
1.21K
$38K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.9K- 39.44% |
$147K - $153K
|
7.53K
$237K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
6.58KNew |
$197K - $205K
|
6.58K
$208K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 54.52% |
$438K - $468K
|
12.9K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-800- 1.12% |
$22.6K - $24.2K
|
70.3K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 15.01% |
$35.4K - $37.9K
|
7.1K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.67KNew |
$189K - $201K
|
6.67K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
562New |
$15.9K - $17K
|
562
$17.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 61.82% |
$320K - $342K
|
6.98K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8K- 32.54% |
$226K - $242K
|
16.6K
$523K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
284New |
$8.03K - $8.58K
|
284
$8.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176+ 0.4% |
$4.98K - $5.32K
|
44.4K
$1.4M
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.6K+ 38.86% |
$98.2K - $105K
|
12.8K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.67KNew |
$210K - $223K
|
7.67K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.32K- 14.43% |
$36.1K - $38.4K
|
7.84K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
21.9KNew |
$597K - $636K
|
21.9K
$690K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.48KNew |
$232K - $247K
|
8.48K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
914New |
$25K - $26.6K
|
914
$28.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.43K+ 4715.5% |
$258K - $274K
|
9.63K
$304K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
9.23KNew |
$252K - $268K
|
9.23K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.71KNew |
$46.7K - $49.7K
|
1.71K
$54K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.25KNew |
$198K - $211K
|
7.25K
$229K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
24New |
$656 - $698
|
24
$757
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24.2KNew |
$662K - $705K
|
24.2K
$765K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.45K- 60.01% |
$204K - $210K
|
4.97K
$157K
|
|