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 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
122K+ 1128.3% |
$3.08M - $3.36M
|
133K
$3.91M
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
816New |
$20.5K - $22.4K
|
816
$24K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.46K- 12.97% |
$87.1K - $95.1K
|
23.2K
$682K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.02% |
$50.3 - $54.9
|
12.1K
$355K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$56.5K - $61.7K
|
2.25K
$66K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.26K- 16.87% |
$56.7K - $61.9K
|
11.1K
$326K
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.9K- 2.23% |
$47.9K - $52.2K
|
83.6K
$2.45M
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10.8K- 18.0% |
$271K - $296K
|
49.1K
$1.44M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-380- 1.97% |
$9.56K - $10.4K
|
18.9K
$554K
|
|
Q3 2023 | |||||||
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$57.7K - $59.3K
|
2.25K
$66K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1KNew |
$773K - $795K
|
30.1K
$884K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 27.46% |
$114K - $117K
|
11.7K
$344K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-981- 2.27% |
$25.2K - $25.9K
|
42.3K
$1.24M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
500New |
$12.8K - $13.2K
|
500
$14.7K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-816- 17.39% |
$21K - $21.5K
|
3.88K
$114K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.44KNew |
$210K - $220K
|
8.44K
$248K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 32.43% |
$386K - $405K
|
32.4K
$951K
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.15K- 5.11% |
$153K - $160K
|
114K
$3.35M
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
334New |
$8.3K - $8.71K
|
334
$9.81K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4KNew |
$407K - $427K
|
16.4K
$481K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.62K- 93.41% |
$40.1K - $42.1K
|
114
$3.35K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200New |
$4.97K - $5.21K
|
200
$5.87K
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.49K+ 0.64% |
$36.9K - $38.8K
|
233K
$6.84M
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2KNew |
$475K - $482K
|
19.2K
$563K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
201New |
$4.97K - $5.05K
|
201
$5.9K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.9K- 18.93% |
$96.4K - $97.8K
|
16.7K
$490K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.2KNew |
$104K - $106K
|
4.2K
$123K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2K+ 3.1% |
$49.5K - $50.2K
|
66.6K
$1.95M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30.8KNew |
$761K - $773K
|
30.8K
$903K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$226K - $231K
|
9.2K
$270K
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.4K- 68.95% |
$476K - $488K
|
8.73K
$256K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
787New |
$19.3K - $19.8K
|
787
$23.1K
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.77K+ 3.27% |
$142K - $145K
|
182K
$5.35M
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-900- 6.35% |
$22.1K - $22.7K
|
13.3K
$390K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.61K- 16.2% |
$39.3K - $41.7K
|
8.33K
$245K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.7KNew |
$1.33M - $1.42M
|
54.7K
$1.61M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-338KClosed |
$8.24M - $8.74M
|
0
$0
|
|
Q2 2022 | |||||||
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.09K- 54.53% |
$98.9K - $109K
|
3.41K
$100K
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-19.7KClosed |
$477K - $523K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.57KClosed |
$62.3K - $68.3K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-10.1KClosed |
$245K - $269K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.8KNew |
$309K - $339K
|
12.8K
$375K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
48KNew |
$1.16M - $1.27M
|
48K
$1.41M
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-18.6KClosed |
$450K - $494K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590Closed |
$15.2K - $15.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.68KClosed |
$249K - $254K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-880Closed |
$22.5K - $22.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-113KClosed |
$2.9M - $2.95M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.5KClosed |
$115K - $117K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
489New |
$12.3K - $12.6K
|
489
$14.4K
|