Latest Institutional Sells 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 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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.7K- 40.15% |
$517K - $574K
|
24.9K
$866K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.95K- 43.8% |
$184K - $204K
|
7.63K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.58K- 3.17% |
$142K - $157K
|
140K
$4.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.53K- 4.21% |
$78.3K - $86.9K
|
57.6K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-587- 6.74% |
$18.1K - $20.1K
|
8.13K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-379- 2.81% |
$11.7K - $13K
|
13.1K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 0.22% |
$1.39K - $1.54K
|
20.6K
$715K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-16- 0.07% |
$494 - $549
|
23.5K
$817K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.9K- 62.8% |
$544K - $572K
|
10K
$348K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.13K- 47.87% |
$36.1K - $38K
|
1.23K
$42.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-255- 3.46% |
$8.19K - $8.62K
|
7.12K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-119- 2.12% |
$3.82K - $4.02K
|
5.5K
$191K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.5K- 55.56% |
$2.55M - $2.61M
|
62.7K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.55K- 42.71% |
$148K - $151K
|
6.1K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-674- 18.73% |
$21.9K - $22.4K
|
2.93K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 12.74% |
$1.07K - $1.1K
|
226
$7.85K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$155 - $163
|
16.2K
$563K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-424- 21.04% |
$12.7K - $13.4K
|
1.59K
$55.3K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 97.7% |
$472K - $495K
|
378
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-175Closed |
$5.14K - $5.39K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-104- 1.45% |
$3.05K - $3.2K
|
7.06K
$245K
|
|
| Q4 2023 | |||||||
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.65K- 43.18% |
$151K - $166K
|
7.43K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 13.58% |
$29.9K - $33K
|
7.13K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-70- 0.19% |
$1.87K - $2.06K
|
36K
$1.25M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 61.11% |
$302 - $311
|
7
$243
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.79K- 1.26% |
$73.9K - $77.7K
|
218K
$7.57M
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.1K- 84.18% |
$259K - $269K
|
1.9K
$66K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5- 45.45% |
$128 - $133
|
6
$208
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-141- 0.36% |
$3.65K - $3.74K
|
39.5K
$1.37M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-11KClosed |
$285K - $310K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.3KClosed |
$33.7K - $36.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-9.44KClosed |
$256K - $266K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900Closed |
$24.5K - $25.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-17.8KClosed |
$489K - $498K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.31KClosed |
$63.6K - $64.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-550Closed |
$15.1K - $15.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-187Closed |
$5.14K - $5.24K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.08KClosed |
$29.4K - $29.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.4KClosed |
$333K - $339K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$56K - $57.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 13, 2021
Q1 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-247KClosed |
$6.42M - $6.64M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10.6KClosed |
$275K - $285K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-60.4KClosed |
$1.5M - $1.58M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.9KClosed |
$71.9K - $75.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25KClosed |
$611K - $634K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-47.5KClosed |
$1.05M - $1.17M
|
0
$0
|
|