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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-466K- 68.92% |
$14.8M - $15.7M
|
210K
$7.34M
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-386K- 55.59% |
$12.2M - $13M
|
308K
$10.8M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-139K- 85.96% |
$4.39M - $4.66M
|
22.6K
$791K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.9K- 89.71% |
$1.87M - $1.98M
|
6.75K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.4K- 36.6% |
$1.76M - $1.86M
|
96K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.7K- 40.53% |
$1.61M - $1.71M
|
74.4K
$2.6M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.3K- 50.88% |
$1.09M - $1.15M
|
33.1K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-34.1K- 34.63% |
$1.08M - $1.15M
|
64.3K
$2.25M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-32.9K- 55.3% |
$1.04M - $1.11M
|
26.6K
$931K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.5K- 53.75% |
$809K - $859K
|
22K
$767K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-21.9K- 55.04% |
$695K - $738K
|
17.9K
$626K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-16.9K- 9.27% |
$535K - $567K
|
165K
$5.77M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 19.27% |
$488K - $518K
|
64.5K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 42.84% |
$342K - $363K
|
14.4K
$503K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.35K- 15.84% |
$296K - $315K
|
49.7K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.17K- 72.38% |
$291K - $309K
|
3.5K
$122K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.41K- 29.23% |
$235K - $249K
|
17.9K
$627K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.97K- 33.99% |
$221K - $234K
|
13.5K
$473K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5K- 12.22% |
$158K - $168K
|
35.9K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.93K- 21.73% |
$156K - $166K
|
17.8K
$621K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.54K- 25.81% |
$144K - $153K
|
13K
$456K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.77K- 11.91% |
$120K - $127K
|
27.9K
$975K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.31K- 53.13% |
$105K - $111K
|
2.92K
$102K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.01K- 2.62% |
$95.4K - $101K
|
112K
$3.92M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.65K- 7.63% |
$84.1K - $89.2K
|
32.1K
$1.12M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.64K- 1.07% |
$83.6K - $88.7K
|
244K
$8.54M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.47K- 1.8% |
$78.3K - $83.1K
|
135K
$4.71M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.37K- 27.15% |
$75.3K - $79.9K
|
6.37K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.28K- 11.21% |
$40.5K - $43K
|
10.1K
$354K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.93% |
$31.7K - $33.7K
|
24.4K
$854K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-692- 1.39% |
$21.9K - $23.3K
|
49.2K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-607- 8.63% |
$19.2K - $20.4K
|
6.43K
$225K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-580- 1.54% |
$18.4K - $19.5K
|
37.1K
$1.3M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-503- 0.42% |
$16K - $16.9K
|
119K
$4.16M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-357- 1.22% |
$11.3K - $12K
|
28.9K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-349- 1.2% |
$11.1K - $11.7K
|
28.8K
$1.01M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-161- 14.26% |
$5.11K - $5.42K
|
968
$33.8K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16- 0.01% |
$507 - $538
|
191K
$6.68M
|
|
Q1 2024 | |||||||
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-95.5K- 61.06% |
$2.9M - $3.12M
|
60.9K
$2.13M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 4.52% |
$387K - $416K
|
269K
$9.4M
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 18.25% |
$347K - $373K
|
51.1K
$1.79M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.08K- 40.3% |
$185K - $199K
|
9.01K
$315K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.14K- 24.94% |
$64.8K - $69.7K
|
6.43K
$225K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 8.01% |
$39.6K - $42.5K
|
15K
$523K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.1K- 7.34% |
$33.4K - $35.9K
|
13.9K
$486K
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-844- 0.89% |
$25.6K - $27.6K
|
93.8K
$3.28M
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-690- 6.77% |
$21K - $22.5K
|
9.5K
$332K
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-300- 3.64% |
$9.11K - $9.8K
|
7.95K
$278K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 6.31% |
$2.89K - $3.1K
|
1.41K
$49.3K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-42K- 53.56% |
$1.18M - $1.3M
|
36.5K
$1.27M
|