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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-115K- 39.8% |
$3.81M - $4.04M
|
175K
$6.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-45.9K- 14.87% |
$1.51M - $1.61M
|
262K
$9.43M
|
|
|
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
|
Old Mission Capital LLC
|
SELL
|
- |
-10.3K- 47.78% |
$339K - $360K
|
11.2K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.39K- 36.88% |
$211K - $224K
|
10.9K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.84K- 18.17% |
$160K - $170K
|
21.8K
$783K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.17K- 10.96% |
$105K - $111K
|
25.8K
$925K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.67K- 12.15% |
$88.1K - $93.4K
|
19.3K
$693K
|
|
|
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
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 16.3% |
$77.4K - $82.1K
|
12K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 7.46% |
$68.6K - $72.8K
|
25.8K
$927K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.88K- 9.74% |
$62K - $65.8K
|
17.4K
$625K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.49K- 1.25% |
$49.2K - $52.2K
|
118K
$4.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.35K- 10.65% |
$44.6K - $47.3K
|
11.3K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 3.49% |
$36.9K - $39.2K
|
31K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-390- 5.52% |
$12.9K - $13.7K
|
6.68K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-257- 1.31% |
$8.49K - $9K
|
19.3K
$694K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-89- 1.05% |
$2.94K - $3.12K
|
8.36K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-84- 2.88% |
$2.77K - $2.94K
|
2.84K
$102K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.41K- 29.23% |
$235K - $249K
|
17.9K
$644K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.47K- 1.8% |
$78.3K - $83.1K
|
135K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.28K- 11.21% |
$40.5K - $43K
|
10.1K
$363K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.23K- 6.34% |
$39K - $41.4K
|
18.2K
$653K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-607- 8.63% |
$19.2K - $20.4K
|
6.43K
$231K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-258- 4.29% |
$8.18K - $8.68K
|
5.75K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-161- 14.26% |
$5.11K - $5.42K
|
968
$34.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16- 0.01% |
$507 - $538
|
191K
$6.86M
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-95.5K- 61.06% |
$2.9M - $3.12M
|
60.9K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 4.52% |
$387K - $416K
|
269K
$9.66M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.08K- 40.3% |
$185K - $199K
|
9.01K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.1K- 7.34% |
$33.4K - $35.9K
|
13.9K
$499K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-844- 0.89% |
$25.6K - $27.6K
|
93.8K
$3.37M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-690- 6.77% |
$21K - $22.5K
|
9.5K
$341K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-300- 3.64% |
$9.11K - $9.8K
|
7.95K
$286K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 6.31% |
$2.89K - $3.1K
|
1.41K
$50.7K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.6K- 45.05% |
$355K - $389K
|
15.4K
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.09K- 2.84% |
$58.7K - $64.3K
|
71.5K
$2.57M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-788- 8.44% |
$22.4K - $23.5K
|
8.55K
$307K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 62.5% |
$996 - $1.04K
|
21
$754
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-589K- 95.99% |
$15.8M - $17M
|
24.6K
$883K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-76.8K- 18.24% |
$2M - $2.1M
|
344K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-9.84K- 33.75% |
$256K - $268K
|
19.3K
$694K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.93K- 40.05% |
$154K - $162K
|
8.88K
$319K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 20.0% |
$26K - $27.3K
|
4K
$144K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-30- 65.22% |
$780 - $819
|
16
$575
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 11.43% |
$104 - $109
|
31
$1.11K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.07K- 32.38% |
$230K - $248K
|
18.9K
$681K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6.07KClosed |
$163K - $177K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.66KClosed |
$98.4K - $107K
|
0
$0
|
|