Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAUG) 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.68KNew |
$197K - $204K
|
5.68K
$204K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 2.37% |
$38.4K - $39.7K
|
45.4K
$1.63M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.77K- 13.19% |
$61.4K - $63.5K
|
11.6K
$417K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
273K+ 23.44% |
$9.48M - $9.81M
|
1.43M
$51.6M
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-20.9K- 57.92% |
$726K - $751K
|
15.2K
$545K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-48.2K- 68.44% |
$1.68M - $1.74M
|
22.2K
$800K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.72% |
$109K - $112K
|
112K
$4.01M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-250- 1.25% |
$8.7K - $9K
|
19.7K
$708K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 17.59% |
$37K - $38.3K
|
4.99K
$179K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.41K- 6.47% |
$49K - $50.7K
|
20.4K
$733K
|
|
Q3 2024 | |||||||
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 1.54% |
$68.7K - $72.9K
|
137K
$4.92M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.39K- 36.88% |
$211K - $224K
|
10.9K
$393K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
14.1KNew |
$466K - $495K
|
14.1K
$508K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.2KNew |
$963K - $1.02M
|
29.2K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
26.8K+ 93.0% |
$885K - $939K
|
55.6K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 2.43% |
$59.6K - $63.3K
|
76.2K
$2.74M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.83K+ 15.91% |
$93.3K - $99K
|
20.6K
$740K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$462K - $490K
|
14K
$503K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 16.3% |
$77.4K - $82.1K
|
12K
$433K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.5K- 71.43% |
$82.6K - $87.6K
|
1K
$35.9K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 56.24% |
$615K - $652K
|
14.5K
$520K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 43.52% |
$420K - $445K
|
16.5K
$593K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$697K - $740K
|
21.1K
$759K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-10.3K- 47.78% |
$339K - $360K
|
11.2K
$404K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
16.8K+ 263.72% |
$555K - $588K
|
23.2K
$833K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.7KNew |
$1.18M - $1.25M
|
35.7K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
298K+ 604.47% |
$9.83M - $10.4M
|
347K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
20.1KNew |
$665K - $705K
|
20.1K
$724K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.7K+ 76.76% |
$2.43M - $2.58M
|
170K
$6.1M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 32.58% |
$65.4K - $69.4K
|
8.07K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
650+ 2.87% |
$21.5K - $22.8K
|
23.3K
$836K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.57KNew |
$217K - $230K
|
6.57K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
650+ 4.98% |
$21.5K - $22.8K
|
13.7K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.2K+ 32.89% |
$699K - $741K
|
85.5K
$3.07M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
176+ 167.62% |
$5.81K - $6.17K
|
281
$10.1K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75+ 1.11% |
$2.48K - $2.63K
|
6.83K
$245K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150+ 0.77% |
$4.95K - $5.25K
|
19.6K
$706K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 169.61% |
$3.61M - $3.83M
|
174K
$6.25M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2.65K+ 1.6% |
$87.4K - $92.7K
|
168K
$6.03M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
450+ 375.0% |
$14.9K - $15.8K
|
570
$20.5K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.2K+ 30.12% |
$369K - $391K
|
48.2K
$1.73M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-89- 1.05% |
$2.94K - $3.12K
|
8.36K
$300K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.7KNew |
$518K - $549K
|
15.7K
$564K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 8488.57% |
$98.1K - $104K
|
3.01K
$108K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.67K- 12.15% |
$88.1K - $93.4K
|
19.3K
$693K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.79K+ 27.3% |
$323K - $343K
|
45.7K
$1.64M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.92K+ 13.93% |
$228K - $242K
|
56.6K
$2.03M
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 3.49% |
$36.9K - $39.2K
|
31K
$1.11M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.84KNew |
$259K - $275K
|
7.84K
$282K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11.2KNew |
$371K - $394K
|
11.2K
$404K
|