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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-169K- 73.3% |
$5.38M - $5.66M
|
61.6K
$2.11M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 13.59% |
$320K - $337K
|
64.1K
$2.2M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.89K- 33.81% |
$282K - $297K
|
17.4K
$597K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.91K- 13.96% |
$220K - $231K
|
42.6K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.69K- 11.53% |
$212K - $223K
|
51.3K
$1.76M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.2K- 5.2% |
$197K - $207K
|
113K
$3.88M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 5.64% |
$132K - $139K
|
69.7K
$2.39M
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.16K- 4.68% |
$101K - $106K
|
64.5K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 13.26% |
$50.8K - $53.5K
|
10.5K
$359K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-987- 6.32% |
$31.4K - $33K
|
14.6K
$502K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-900- 1.78% |
$28.6K - $30.1K
|
49.6K
$1.7M
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-825- 3.13% |
$26.2K - $27.6K
|
25.5K
$875K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-818- 4.08% |
$26K - $27.3K
|
19.2K
$659K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-688- 5.53% |
$21.9K - $23K
|
11.8K
$403K
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-556- 0.53% |
$17.7K - $18.6K
|
105K
$3.6M
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-405- 4.17% |
$12.9K - $13.5K
|
9.31K
$319K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-150- 0.46% |
$4.77K - $5.01K
|
32.7K
$1.12M
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27K- 76.27% |
$763K - $866K
|
8.4K
$288K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19K- 81.18% |
$538K - $611K
|
4.42K
$151K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.86K- 47.61% |
$194K - $220K
|
7.55K
$259K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.12K- 3.08% |
$88.1K - $100K
|
98K
$3.36M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.09K- 14.6% |
$30.8K - $35K
|
6.38K
$219K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 3.08% |
$30.2K - $34.3K
|
33.7K
$1.16M
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-472- 5.67% |
$13.3K - $15.1K
|
7.86K
$269K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-261- 0.69% |
$7.38K - $8.38K
|
37.3K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209- 1.36% |
$5.91K - $6.71K
|
15.1K
$518K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 57.14% |
$2.15K - $2.44K
|
57
$1.95K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 0.61% |
$1.19K - $1.35K
|
6.8K
$233K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.74K- 20.08% |
$49.3K - $52.5K
|
6.93K
$238K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-218K- 96.45% |
$5.95M - $6.26M
|
8.03K
$275K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.5K- 90.31% |
$752K - $790K
|
2.95K
$101K
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.15K- 40.8% |
$195K - $205K
|
10.4K
$356K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 23.13% |
$87.7K - $92.2K
|
10.7K
$366K
|
|
Q3 2022 | |||||||
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.22K- 15.94% |
N/A
|
17K
$581K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07KClosed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-50- 0.29% |
N/A
|
17.3K
$593K
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-270- 26.47% |
N/A
|
750
$25.7K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.51KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-91.7KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-140KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-501KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42.4KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.55KClosed |
N/A
|
0
$0
|