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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47.9K+ 12.33% |
$1.35M - $1.48M
|
436K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
104KNew |
$2.92M - $3.21M
|
104K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.32KNew |
$205K - $225K
|
7.32K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.65K+ 768.89% |
$243K - $267K
|
9.78K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52KNew |
$98.8K - $108K
|
3.52K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.14KNew |
$201K - $220K
|
7.14K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.46KNew |
$40.9K - $44.8K
|
1.46K
$51.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
241KNew |
$6.76M - $7.41M
|
241K
$8.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.83K+ 12.97% |
$51.3K - $56.3K
|
15.9K
$563K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.69KNew |
$47.5K - $52.1K
|
1.69K
$59.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
82.1KNew |
$2.31M - $2.53M
|
82.1K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.05KNew |
$170K - $186K
|
6.05K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.09K- 2.84% |
$58.7K - $64.3K
|
71.5K
$2.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.6K- 45.05% |
$355K - $389K
|
15.4K
$545K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
16.4KNew |
$461K - $505K
|
16.4K
$580K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$144K - $150K
|
5.05K
$179K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 62.5% |
$996 - $1.04K
|
21
$743
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
660New |
$18.8K - $19.6K
|
660
$23.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-788- 8.44% |
$22.4K - $23.5K
|
8.55K
$302K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
250New |
$7.12K - $7.44K
|
250
$8.85K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.2KNew |
$291K - $304K
|
10.2K
$361K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.81KNew |
$209K - $225K
|
7.81K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
706New |
$18.9K - $20.3K
|
706
$25K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-589K- 95.99% |
$15.8M - $17M
|
24.6K
$870K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
9.64KNew |
$258K - $278K
|
9.64K
$341K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.3KNew |
$249K - $268K
|
9.3K
$329K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 20.0% |
$26K - $27.3K
|
4K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 3.51% |
$156 - $164
|
177
$6.26K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
161New |
$4.18K - $4.39K
|
161
$5.7K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-9.84K- 33.75% |
$256K - $268K
|
19.3K
$683K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
89New |
$2.31K - $2.43K
|
89
$3.15K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-76.8K- 18.24% |
$2M - $2.1M
|
344K
$12.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-30- 65.22% |
$780 - $819
|
16
$566
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.93K- 40.05% |
$154K - $162K
|
8.88K
$314K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 11.43% |
$104 - $109
|
31
$1.1K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
298+ 0.42% |
$7.75K - $8.13K
|
71.1K
$2.52M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.45K+ 188.21% |
$163K - $173K
|
9.88K
$349K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200New |
$5.05K - $5.37K
|
200
$7.08K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.54K+ 1.07% |
$38.8K - $41.2K
|
144K
$5.11M
|
|
| Q3 2022 | |||||||
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
26.6KNew |
$674K - $729K
|
26.6K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.33K+ 11.18% |
$185K - $201K
|
72.9K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.07K- 32.38% |
$230K - $248K
|
18.9K
$670K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.6KNew |
$497K - $538K
|
19.6K
$695K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.66KClosed |
$98.4K - $107K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6.07KClosed |
$163K - $177K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-360Closed |
$9.68K - $10.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-70.6KClosed |
$1.98M - $2.07M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-530Closed |
$15.1K - $15.5K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-418KClosed |
$11.9M - $12.2M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-8.76KClosed |
$249K - $257K
|
0
$0
|
|