Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
31.1KNew |
$1M - $1.05M
|
31.1K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.7KNew |
$728K - $767K
|
22.7K
$777K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.85K+ 17.17% |
$124K - $130K
|
26.3K
$901K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.64M+ 3268.28% |
$52.6M - $55.3M
|
1.69M
$57.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 265.45% |
$2.11M - $2.22M
|
90.5K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
25.4K+ 21.28% |
$815K - $857K
|
144K
$4.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33.4KNew |
$1.07M - $1.13M
|
33.4K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
21.6K+ 444.23% |
$693K - $729K
|
26.4K
$905K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.3KNew |
$1.29M - $1.36M
|
40.3K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.65KNew |
$53K - $55.8K
|
1.65K
$56.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.75KNew |
$249K - $262K
|
7.75K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.41KNew |
$238K - $251K
|
7.41K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
795+ 6.53% |
$25.5K - $26.9K
|
13K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
15.7KNew |
$506K - $532K
|
15.7K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
66.2K+ 338.8% |
$2.13M - $2.24M
|
85.7K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.44K+ 19.53% |
$46.2K - $48.6K
|
8.8K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-119- 2.12% |
$3.82K - $4.02K
|
5.5K
$188K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.6K+ 393.45% |
$918K - $966K
|
35.8K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.13K- 47.87% |
$36.1K - $38K
|
1.23K
$42K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.88K+ 26.93% |
$92.6K - $97.5K
|
13.6K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
73.3KNew |
$2.35M - $2.48M
|
73.3K
$2.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
292K+ 1699.84% |
$9.37M - $9.86M
|
309K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.83KNew |
$187K - $197K
|
5.83K
$200K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.6K+ 45711.11% |
$661K - $696K
|
20.6K
$706K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.5K- 55.56% |
$2.55M - $2.61M
|
62.7K
$2.15M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-551- 3.93% |
$17.9K - $18.3K
|
13.5K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$196K - $201K
|
6.05K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-674- 18.73% |
$21.9K - $22.4K
|
2.93K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 65.9% |
$557K - $572K
|
43.3K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
95+ 58.64% |
$3.08K - $3.16K
|
257
$8.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.74K+ 16.85% |
$88.9K - $91.2K
|
19K
$651K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 12.74% |
$1.07K - $1.1K
|
226
$7.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 9.01% |
$2.08K - $2.13K
|
774
$26.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.55K- 42.71% |
$148K - $151K
|
6.1K
$209K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.77KNew |
$210K - $220K
|
6.77K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472New |
$14.6K - $15.4K
|
472
$16.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
187+ 4.55% |
$5.8K - $6.08K
|
4.3K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$155 - $163
|
16.2K
$555K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.26KNew |
$194K - $204K
|
6.26K
$215K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-424- 21.04% |
$12.7K - $13.4K
|
1.59K
$54.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65KNew |
$79.7K - $84K
|
2.65K
$90.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
28New |
$842 - $887
|
28
$959
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.76KNew |
$53K - $55.9K
|
1.76K
$60.4K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 97.7% |
$472K - $495K
|
378
$13K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-175Closed |
$5.14K - $5.39K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$297K - $311K
|
10.1K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.81K+ 64.12% |
$288K - $302K
|
25.1K
$860K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-104- 1.45% |
$3.05K - $3.2K
|
7.06K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.6KNew |
$194K - $203K
|
6.6K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.97KNew |
$234K - $246K
|
7.97K
$273K
|
|