Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UAPR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAPR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
177New |
$5.02K - $5.54K
|
177
$5.67K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.1KNew |
$591K - $639K
|
20.1K
$644K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.88KNew |
$202K - $219K
|
6.88K
$221K
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.44KNew |
$101K - $109K
|
3.44K
$110K
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.64K+ 14.86% |
$77.5K - $83.8K
|
20.4K
$653K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.2K+ 24.79% |
$35.3K - $38.1K
|
6.04K
$194K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
510New |
$15K - $16.2K
|
510
$16.3K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
258+ 115.18% |
$7.59K - $8.2K
|
482
$15.4K
|
|
Q4 2024 | |||||||
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.8KNew |
$834K - $868K
|
27.8K
$891K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
6.58KNew |
$197K - $205K
|
6.58K
$211K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.67KNew |
$189K - $201K
|
6.67K
$214K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
562New |
$15.9K - $17K
|
562
$18K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
284New |
$8.03K - $8.58K
|
284
$9.1K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176+ 0.4% |
$4.98K - $5.32K
|
44.4K
$1.42M
|
|
Q2 2024 | |||||||
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24.2KNew |
$662K - $705K
|
24.2K
$777K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
21.9KNew |
$597K - $636K
|
21.9K
$701K
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
9.23KNew |
$252K - $268K
|
9.23K
$296K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.48KNew |
$232K - $247K
|
8.48K
$272K
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.25KNew |
$198K - $211K
|
7.25K
$232K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.6K+ 38.86% |
$98.2K - $105K
|
12.8K
$412K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.71KNew |
$46.7K - $49.7K
|
1.71K
$54.8K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
914New |
$25K - $26.6K
|
914
$29.3K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
24New |
$656 - $698
|
24
$769
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
20.8KNew |
$568K - $585K
|
20.8K
$666K
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3K+ 53.4% |
$309K - $318K
|
32.5K
$1.04M
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
816New |
$20.5K - $22.4K
|
816
$26.2K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
640New |
$16.1K - $17.6K
|
640
$20.5K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1KNew |
$773K - $795K
|
30.1K
$965K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$57.7K - $59.3K
|
2.25K
$72K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
500New |
$12.8K - $13.2K
|
500
$16K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4KNew |
$407K - $427K
|
16.4K
$525K
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.49K+ 0.64% |
$36.9K - $38.8K
|
233K
$7.47M
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30.8KNew |
$761K - $773K
|
30.8K
$986K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2K+ 3.1% |
$49.5K - $50.2K
|
66.6K
$2.13M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
201New |
$4.97K - $5.05K
|
201
$6.44K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$223K - $231K
|
9.2K
$295K
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.77K+ 3.27% |
$140K - $145K
|
182K
$5.84M
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.7KNew |
$1.33M - $1.42M
|
54.7K
$1.75M
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
48KNew |
$1.16M - $1.27M
|
48K
$1.54M
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
489New |
$12.3K - $12.6K
|
489
$15.7K
|