Latest Institutional Sells of Innovator U.S. Equity Ultra Bu (UAUG)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAUG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-573- 3.97% |
$18.7K - $21.4K
|
13.9K
$519K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.4% |
$3.27K - $3.74K
|
24.8K
$930K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 0.52% |
$3.27K - $3.74K
|
19.2K
$718K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.32M- 91.94% |
$45.2M - $48.1M
|
116K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-267K- 97.47% |
$9.14M - $9.72M
|
6.93K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-225K- 92.07% |
$7.71M - $8.2M
|
19.4K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-86.8K- 77.82% |
$2.98M - $3.16M
|
24.7K
$927K
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.4K- 38.97% |
$1.56M - $1.65M
|
71.1K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.7K- 79.01% |
$948K - $1.01M
|
7.35K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.8K- 15.61% |
$884K - $939K
|
139K
$5.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 10.7% |
$638K - $678K
|
155K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-10.3K- 44.37% |
$353K - $375K
|
12.9K
$484K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9.31K- 6.96% |
$319K - $339K
|
124K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.28K- 17.84% |
$249K - $265K
|
33.5K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-5.89K- 3.72% |
$202K - $214K
|
152K
$5.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.81K- 13.89% |
$199K - $212K
|
36K
$1.35M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 29.69% |
$168K - $179K
|
11.6K
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.26K- 24.41% |
$146K - $155K
|
13.2K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.25K- 36.58% |
$146K - $155K
|
7.36K
$276K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.89K- 77.95% |
$133K - $142K
|
1.1K
$41.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.53K- 6.78% |
$121K - $129K
|
48.6K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.25K- 29.64% |
$111K - $118K
|
7.71K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.75K- 8.89% |
$94.1K - $100K
|
28.1K
$1.05M
|
|
|
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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 18.55% |
$88.9K - $94.5K
|
11.4K
$427K
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.25K- 7.65% |
$77.1K - $81.9K
|
27.2K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2K- 14.29% |
$68.6K - $72.9K
|
12K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.87K- 8.41% |
$64.1K - $68.2K
|
20.4K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.25K- 8.61% |
$43K - $45.6K
|
13.3K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.04K- 4.4% |
$35.5K - $37.7K
|
22.5K
$843K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-587- 2.53% |
$20.1K - $21.4K
|
22.6K
$846K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-544- 4.09% |
$18.6K - $19.8K
|
12.8K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-392- 2.01% |
$13.4K - $14.3K
|
19.1K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-254- 3.04% |
$8.71K - $9.25K
|
8.1K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-187- 1.69% |
$6.41K - $6.81K
|
10.9K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-105- 37.37% |
$3.6K - $3.83K
|
176
$6.59K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-47- 1.77% |
$1.61K - $1.71K
|
2.61K
$97.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-16- 0.26% |
$548 - $583
|
6.09K
$228K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 64.13% |
$1.7M - $1.76M
|
27.3K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-20.9K- 57.92% |
$726K - $751K
|
15.2K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 99.09% |
$377K - $390K
|
100
$3.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.76K- 56.11% |
$340K - $351K
|
7.64K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 22.7% |
$88.7K - $91.8K
|
8.69K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.1K- 13.84% |
$38.3K - $39.6K
|
6.85K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-900- 7.95% |
$31.3K - $32.4K
|
10.4K
$391K
|
|