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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.4% |
$3.27K - $3.74K
|
24.8K
$930K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.8K- 8.45% |
$385K - $441K
|
128K
$4.78M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.48K- 27.85% |
$146K - $168K
|
11.6K
$435K
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.54K- 3.67% |
$50.3K - $57.6K
|
40.5K
$1.52M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 0.52% |
$3.27K - $3.74K
|
19.2K
$718K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-573- 3.97% |
$18.7K - $21.4K
|
13.9K
$519K
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9.31K- 6.96% |
$319K - $339K
|
124K
$4.66M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 29.69% |
$168K - $179K
|
11.6K
$435K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
819+ 293.55% |
$28.1K - $29.8K
|
1.1K
$41.1K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.01K+ 32.78% |
$206K - $219K
|
24.4K
$912K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
743New |
$25.5K - $27.1K
|
743
$27.8K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.32KNew |
$217K - $230K
|
6.32K
$237K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-267K- 97.47% |
$9.14M - $9.72M
|
6.93K
$260K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.25KNew |
$214K - $228K
|
6.25K
$234K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 22.01% |
$81.5K - $86.6K
|
8.42K
$315K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.8K- 15.61% |
$884K - $939K
|
139K
$5.22M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.25K- 7.65% |
$77.1K - $81.9K
|
27.2K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.87K- 8.41% |
$64.1K - $68.2K
|
20.4K
$763K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-10.3K- 44.37% |
$353K - $375K
|
12.9K
$484K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7K+ 225.19% |
$1.12M - $1.19M
|
47.2K
$1.77M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.88K+ 12205.0% |
$167K - $178K
|
4.92K
$184K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-66.2K- 55.83% |
$2.27M - $2.41M
|
52.4K
$1.96M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-392- 2.01% |
$13.4K - $14.3K
|
19.1K
$716K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.74K- 3.34% |
$93.8K - $99.7K
|
79.1K
$2.96M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.6K+ 14.21% |
$534K - $567K
|
125K
$4.69M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 18.55% |
$88.9K - $94.5K
|
11.4K
$427K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.25K- 8.61% |
$43K - $45.6K
|
13.3K
$498K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.28K- 17.84% |
$249K - $265K
|
33.5K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-105- 37.37% |
$3.6K - $3.83K
|
176
$6.59K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 10.7% |
$638K - $678K
|
155K
$5.81M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 19.81% |
$80.2K - $85.2K
|
14.1K
$530K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 57.18% |
$348K - $370K
|
27.9K
$1.05M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.74K+ 7.83% |
$59.8K - $63.5K
|
24K
$899K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
756+ 25.75% |
$25.9K - $27.5K
|
3.69K
$138K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-5.89K- 3.72% |
$202K - $214K
|
152K
$5.71M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-544- 4.09% |
$18.6K - $19.8K
|
12.8K
$478K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.7K- 79.01% |
$948K - $1.01M
|
7.35K
$275K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.32M- 91.94% |
$45.2M - $48.1M
|
116K
$4.33M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-587- 2.53% |
$20.1K - $21.4K
|
22.6K
$846K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.4K- 38.97% |
$1.56M - $1.65M
|
71.1K
$2.66M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.53K- 6.78% |
$121K - $129K
|
48.6K
$1.82M
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-254- 3.04% |
$8.71K - $9.25K
|
8.1K
$304K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-225K- 92.07% |
$7.71M - $8.2M
|
19.4K
$726K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-16- 0.26% |
$548 - $583
|
6.09K
$228K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.26K- 24.41% |
$146K - $155K
|
13.2K
$494K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
234+ 1.75% |
$8.02K - $8.52K
|
13.6K
$511K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.81K- 13.89% |
$199K - $212K
|
36K
$1.35M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-47- 1.77% |
$1.61K - $1.71K
|
2.61K
$97.9K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.25K- 29.64% |
$111K - $118K
|
7.71K
$289K
|