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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
41.6K+ 6.46% |
$1.18M - $1.26M
|
686K
$21.3M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-282- 1.68% |
$7.97K - $8.52K
|
16.5K
$514K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.56K- 12.95% |
$101K - $107K
|
23.9K
$743K
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.6K+ 38.86% |
$98.2K - $105K
|
12.8K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52.1KNew |
$1.42M - $1.52M
|
52.1K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.67KNew |
$210K - $223K
|
7.67K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
586New |
$16K - $17K
|
586
$18.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.32K- 14.43% |
$36.1K - $38.4K
|
7.84K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
21.9KNew |
$597K - $636K
|
21.9K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.57K- 26.34% |
$125K - $133K
|
12.8K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.48KNew |
$232K - $247K
|
8.48K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
914New |
$25K - $26.6K
|
914
$28.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.43K+ 4715.5% |
$258K - $274K
|
9.63K
$299K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
9.23KNew |
$252K - $268K
|
9.23K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
350+ 2.74% |
$9.56K - $10.2K
|
13.1K
$408K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.71KNew |
$46.7K - $49.7K
|
1.71K
$53.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.25KNew |
$198K - $211K
|
7.25K
$225K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
24New |
$656 - $698
|
24
$746
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.25KNew |
$143K - $153K
|
5.25K
$163K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24.2KNew |
$662K - $705K
|
24.2K
$753K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1K- 35.61% |
$27.3K - $29.1K
|
1.81K
$56.2K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.45K- 60.01% |
$204K - $210K
|
4.97K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20.7K- 56.6% |
$565K - $582K
|
15.9K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
287+ 9.9% |
$7.84K - $8.08K
|
3.19K
$99K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3K+ 53.4% |
$309K - $318K
|
32.5K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
20.8KNew |
$568K - $585K
|
20.8K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
17.7KNew |
$485K - $500K
|
17.7K
$551K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
640New |
$16.1K - $17.6K
|
640
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
412+ 4.01% |
$10.4K - $11.3K
|
10.7K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.6K- 14.81% |
$65.5K - $71.5K
|
15K
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
816New |
$20.5K - $22.4K
|
816
$25.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.46K- 12.97% |
$87.1K - $95.1K
|
23.2K
$722K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.26K- 16.87% |
$56.7K - $61.9K
|
11.1K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.9K- 2.23% |
$47.9K - $52.2K
|
83.6K
$2.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10.8K- 18.0% |
$271K - $296K
|
49.1K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-380- 1.97% |
$9.56K - $10.4K
|
18.9K
$586K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$57.7K - $59.3K
|
2.25K
$69.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1KNew |
$773K - $795K
|
30.1K
$936K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 27.46% |
$114K - $117K
|
11.7K
$364K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-981- 2.27% |
$25.2K - $25.9K
|
42.3K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
500New |
$12.8K - $13.2K
|
500
$15.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-816- 17.39% |
$21K - $21.5K
|
3.88K
$120K
|
|
| Q2 2023 | |||||||
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18KClosed |
$446K - $468K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.44KNew |
$210K - $220K
|
8.44K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 32.43% |
$386K - $405K
|
32.4K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.62K- 93.41% |
$40.1K - $42.1K
|
114
$3.54K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4KNew |
$407K - $427K
|
16.4K
$509K
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.49K+ 0.64% |
$36.9K - $38.8K
|
233K
$7.24M
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2KNew |
$475K - $482K
|
19.2K
$596K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
201New |
$4.97K - $5.05K
|
201
$6.25K
|
|