Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.81KNew |
$219K - $230K
|
6.81K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.19KNew |
$199K - $209K
|
6.19K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.83KNew |
$187K - $197K
|
5.83K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.39KNew |
$109K - $115K
|
3.39K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
825New |
$26.5K - $27.9K
|
825
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
447+ 159.64% |
$14.4K - $15.1K
|
727
$25.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
308+ 3.65% |
$9.9K - $10.4K
|
8.76K
$311K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89New |
$2.86K - $3.01K
|
89
$3.16K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 65.9% |
$557K - $572K
|
43.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$196K - $201K
|
6.05K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 9.01% |
$2.08K - $2.13K
|
774
$27.5K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.77KNew |
$210K - $220K
|
6.77K
$241K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.26KNew |
$194K - $204K
|
6.26K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472New |
$14.6K - $15.4K
|
472
$16.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
187+ 4.55% |
$5.8K - $6.08K
|
4.3K
$153K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65KNew |
$79.7K - $84K
|
2.65K
$94.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.76KNew |
$53K - $55.9K
|
1.76K
$62.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
28New |
$842 - $887
|
28
$995
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.8KNew |
$318K - $333K
|
10.8K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$297K - $311K
|
10.1K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.81K+ 64.12% |
$288K - $302K
|
25.1K
$892K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.97KNew |
$234K - $246K
|
7.97K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.6KNew |
$194K - $203K
|
6.6K
$234K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
213KNew |
$5.68M - $6.26M
|
213K
$7.55M
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$247 - $254
|
9
$320
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$226K - $237K
|
8.52K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2KNew |
$53K - $55.7K
|
2K
$71.1K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.31KNew |
$239K - $248K
|
9.31K
$331K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$76.2K - $79.1K
|
2.97K
$106K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
800New |
$20.5K - $21.3K
|
800
$28.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
789+ 1408.93% |
$20.3K - $21K
|
845
$30K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
231New |
$5.93K - $6.15K
|
231
$8.21K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
206+ 1.66% |
$5.29K - $5.49K
|
12.6K
$447K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$1.28K - $1.33K
|
50
$1.78K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
27New |
$693 - $719
|
27
$959
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
50.1KNew |
$1.3M - $1.33M
|
50.1K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.6KNew |
$924K - $945K
|
35.6K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1.13KNew |
$29.3K - $30K
|
1.13K
$40.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6New |
$156 - $159
|
6
$213
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.07KNew |
$29.1K - $30.2K
|
1.07K
$38K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
891New |
$24.2K - $25.1K
|
891
$31.7K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.6KNew |
$126K - $127K
|
4.6K
$163K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.8KNew |
$46.8K - $48.4K
|
1.8K
$64K
|
|