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 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.9K- 18.93% |
$96.4K - $97.8K
|
16.7K
$518K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2K+ 3.1% |
$49.5K - $50.2K
|
66.6K
$2.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30.8KNew |
$761K - $773K
|
30.8K
$956K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$223K - $231K
|
9.2K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.4K- 68.95% |
$471K - $488K
|
8.73K
$271K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.77K+ 3.27% |
$140K - $145K
|
182K
$5.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-900- 6.35% |
$21.9K - $22.7K
|
13.3K
$412K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.61K- 16.2% |
$39.1K - $41.7K
|
8.33K
$259K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.7KNew |
$1.33M - $1.42M
|
54.7K
$1.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-338KClosed |
$8.19M - $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
$106K
|
|
|
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 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
48KNew |
$1.16M - $1.27M
|
48K
$1.49M
|
|
|
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
$15.2K
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-632KClosed |
$15.9M - $16.2M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-32.9KClosed |
$828K - $844K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-35.5KClosed |
$885K - $893K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8KClosed |
$199K - $201K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-42.8KClosed |
$1.04M - $1.07M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.66KClosed |
$161K - $164K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-37.9KClosed |
$916K - $933K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-51.6KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-431Closed |
$9.83K - $10.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-18KClosed |
$412K - $481K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 24, 2020
Q4 2019
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.4KClosed |
$317K - $329K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
$74.2K - $77K
|
0
$0
|
|