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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-139- 0.14% |
$4.86K - $4.96K
|
95.9K
$3.43M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.3K- 20.58% |
$815K - $851K
|
93.7K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 54.43% |
$597K - $623K
|
14.9K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.4K- 14.23% |
$550K - $575K
|
98.9K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-13.7K- 77.54% |
$458K - $478K
|
3.96K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.94K- 26.96% |
$300K - $313K
|
24.2K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.32K- 32.78% |
$279K - $291K
|
17.1K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.48K- 11.82% |
$218K - $227K
|
48.4K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.32K- 8.7% |
$145K - $151K
|
45.3K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.12K- 6.08% |
$105K - $109K
|
48.2K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 4.61% |
$84.4K - $88.2K
|
52.1K
$1.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.17K- 8.03% |
$72.7K - $75.9K
|
24.8K
$889K
|
|
|
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
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.09K- 5.86% |
$36.6K - $38.3K
|
17.5K
$628K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-938- 7.97% |
$31.5K - $32.9K
|
10.8K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-400- 0.94% |
$13.4K - $14K
|
42.2K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-126- 0.9% |
$4.23K - $4.41K
|
13.8K
$496K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-58- 0.85% |
$1.95K - $2.03K
|
6.74K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23- 0.18% |
$772 - $806
|
12.8K
$460K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.4K- 35.09% |
$177K - $185K
|
9.99K
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.2K- 18.39% |
$105K - $110K
|
14.2K
$508K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.25K- 42.32% |
$41K - $42.9K
|
1.7K
$61K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-432- 39.06% |
$14.2K - $14.8K
|
674
$24.1K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.94K- 44.74% |
$221K - $232K
|
8.57K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 13.26% |
$50.8K - $53.5K
|
10.5K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-405- 4.17% |
$12.9K - $13.5K
|
9.31K
$333K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19K- 81.18% |
$538K - $611K
|
4.42K
$158K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.09K- 14.6% |
$30.8K - $35K
|
6.38K
$228K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-472- 5.67% |
$13.3K - $15.1K
|
7.86K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209- 1.36% |
$5.91K - $6.71K
|
15.1K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 57.14% |
$2.15K - $2.44K
|
57
$2.04K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.74K- 20.08% |
$49.3K - $52.5K
|
6.93K
$248K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.15K- 40.8% |
$195K - $205K
|
10.4K
$371K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.22K- 15.94% |
$89.4K - $93.1K
|
17K
$607K
|
|
| 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
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07KClosed |
$29.4K - $31.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-50- 0.29% |
$1.38K - $1.5K
|
17.3K
$619K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-270- 26.47% |
$7.79K - $8.19K
|
750
$26.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.51KClosed |
$74.3K - $76.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13.8KClosed |
$407K - $412K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-140KClosed |
$4.06M - $4.12M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70Closed |
$2.03K - $2.06K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-501KClosed |
$14.2M - $14.5M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
SELL
|
- |
-8.4KClosed |
$223K - $232K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125Closed |
$3.32K - $3.45K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42.4KClosed |
$1.02M - $1.14M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.55KClosed |
$200K - $231K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.7KClosed |
$181K - $209K
|
0
$0
|
|