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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-484K- 89.67% |
$14.5M - $15.3M
|
55.7K
$1.81M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-150K- 60.71% |
$4.52M - $4.77M
|
97.4K
$3.17M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.3K- 18.09% |
$522K - $550K
|
78.5K
$2.56M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.4K- 18.17% |
$192K - $203K
|
28.8K
$938K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.86K- 19.21% |
$116K - $122K
|
16.2K
$528K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.41K- 26.38% |
$102K - $108K
|
9.51K
$310K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.85K- 15.9% |
$85.7K - $90.3K
|
15.1K
$491K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.34K- 5.09% |
$40.4K - $42.6K
|
25.1K
$816K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 1.5% |
$34.9K - $36.8K
|
76.5K
$2.49M
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.04K- 2.52% |
$31.1K - $32.8K
|
40.1K
$1.31M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-997- 3.88% |
$30K - $31.6K
|
24.7K
$803K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-810- 8.02% |
$24.4K - $25.7K
|
9.29K
$302K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-424- 21.04% |
$12.7K - $13.4K
|
1.59K
$51.8K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-212- 2.03% |
$6.37K - $6.72K
|
10.3K
$334K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-174- 0.14% |
$5.23K - $5.51K
|
125K
$4.07M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 40.53% |
$344K - $361K
|
17.2K
$559K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.23K- 30.56% |
$94.9K - $99.5K
|
7.34K
$239K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-868- 7.29% |
$25.5K - $26.7K
|
11K
$359K
|
|
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
$230K
|
|
Q4 2023 | |||||||
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.65K- 43.18% |
$151K - $166K
|
7.43K
$242K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 13.58% |
$29.9K - $33K
|
7.13K
$232K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 7.84% |
$5.35K - $5.89K
|
2.35K
$76.5K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 22.22% |
$2.14K - $2.36K
|
280
$9.11K
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-70- 0.19% |
$1.87K - $2.06K
|
36K
$1.17M
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 61.11% |
$302 - $311
|
7
$228
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.79K- 1.26% |
$73.9K - $77.7K
|
218K
$7.09M
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.1K- 84.18% |
$259K - $269K
|
1.9K
$61.8K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-892- 9.51% |
$22.9K - $23.8K
|
8.49K
$276K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-405- 2.81% |
$10.4K - $10.8K
|
14K
$456K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5- 45.45% |
$128 - $133
|
6
$195
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-141- 0.36% |
$3.65K - $3.74K
|
39.5K
$1.29M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.9KClosed |
$438K - $476K
|
0
$0
|
|
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
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-450Closed |
$12.3K - $12.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-418Closed |
$11.4K - $11.6K
|
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
|