Latest Institutional Sells of Innovator U.S. Equity Ultra Bu (UDEC)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) 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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-240K- 89.2% |
$7.86M - $8.74M
|
29K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72K- 55.29% |
$2.36M - $2.62M
|
58.2K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-47.7K- 36.85% |
$1.56M - $1.74M
|
81.7K
$3.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-43.5K- 33.79% |
$1.43M - $1.59M
|
85.3K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-41.4K- 25.22% |
$1.36M - $1.51M
|
123K
$4.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-33.5K- 15.11% |
$1.1M - $1.22M
|
188K
$7M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-22.2K- 29.44% |
$727K - $808K
|
53.1K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 14.17% |
$602K - $669K
|
111K
$4.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.1K- 92.09% |
$594K - $660K
|
1.56K
$57.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-17.7K- 20.87% |
$581K - $646K
|
67.2K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-6.03K- 39.82% |
$198K - $220K
|
9.11K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.25K- 20.7% |
$172K - $191K
|
20.1K
$748K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.23K- 3.65% |
$106K - $118K
|
85.3K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3K- 10.28% |
$98.3K - $109K
|
26.2K
$973K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.49K- 13.18% |
$81.5K - $90.6K
|
16.4K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.26K- 11.29% |
$74.1K - $82.4K
|
17.8K
$660K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.15K- 4.83% |
$70.4K - $78.3K
|
42.3K
$1.57M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.5K- 10.33% |
$49.1K - $54.6K
|
13K
$483K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 51.71% |
$40.7K - $45.3K
|
1.16K
$43.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-960- 8.29% |
$31.5K - $35K
|
10.6K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-853- 10.86% |
$28K - $31.1K
|
7.01K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-825- 3.13% |
$27K - $30.1K
|
25.5K
$949K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-750- 1.38% |
$24.6K - $27.3K
|
53.7K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-513- 1.96% |
$16.8K - $18.7K
|
25.6K
$951K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-487- 6.66% |
$16K - $17.7K
|
6.82K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-332- 0.9% |
$10.9K - $12.1K
|
36.5K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-225- 0.79% |
$7.37K - $8.2K
|
28.2K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-217- 1.24% |
$7.11K - $7.91K
|
17.3K
$644K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-131- 0.21% |
$4.29K - $4.77K
|
63.5K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10- 0.1% |
$328 - $364
|
10.1K
$374K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-30.4K- 72.04% |
$1.04M - $1.09M
|
11.8K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.97K- 17.21% |
$169K - $179K
|
23.9K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-499- 0.83% |
$17K - $18K
|
59.8K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-477- 3.72% |
$16.3K - $17.2K
|
12.4K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-137- 0.72% |
$4.67K - $4.93K
|
19K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-85- 0.91% |
$2.9K - $3.06K
|
9.23K
$343K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-39- 0.39% |
$1.33K - $1.4K
|
9.95K
$370K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-410- 42.71% |
$14.3K - $14.6K
|
550
$20.4K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.23K- 8.02% |
$41.4K - $43.2K
|
14.1K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-58- 0.85% |
$1.95K - $2.03K
|
6.74K
$250K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.94K- 44.74% |
$221K - $232K
|
8.57K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 13.26% |
$50.8K - $53.5K
|
10.5K
$389K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19K- 81.18% |
$538K - $611K
|
4.42K
$164K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.09K- 14.6% |
$30.8K - $35K
|
6.38K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209- 1.36% |
$5.91K - $6.71K
|
15.1K
$561K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.74K- 20.08% |
$49.3K - $52.5K
|
6.93K
$257K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.15K- 40.8% |
$195K - $205K
|
10.4K
$386K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.22K- 15.94% |
$89.4K - $93.1K
|
17K
$630K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$288K - $313K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.75KClosed |
$48.3K - $52.4K
|
0
$0
|
|