Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJAN) 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-280- 0.29% |
$10.2K - $11.3K
|
96.3K
$3.89M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.15KNew |
$187K - $208K
|
5.15K
$208K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.76K- 12.87% |
$136K - $152K
|
25.5K
$1.03M
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.91KNew |
$251K - $280K
|
6.91K
$279K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
316+ 1.36% |
$11.5K - $12.8K
|
23.5K
$949K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-25- 0.05% |
$907 - $1.01K
|
52.6K
$2.12M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.16K- 2.58% |
$41.9K - $46.7K
|
43.7K
$1.76M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.05KNew |
$183K - $204K
|
5.05K
$204K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-439K- 88.01% |
$15.9M - $17.8M
|
59.8K
$2.41M
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.28K- 3.27% |
$46.5K - $51.9K
|
37.9K
$1.53M
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-954- 6.94% |
$34.6K - $38.6K
|
12.8K
$516K
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 5.86% |
$43K - $45.3K
|
20.5K
$829K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.7KNew |
$3.51M - $3.69M
|
92.7K
$3.74M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
42.4KNew |
$1.61M - $1.69M
|
42.4K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9KNew |
$640K - $673K
|
16.9K
$682K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.39KNew |
$242K - $255K
|
6.39K
$258K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.48K- 65.16% |
$93.8K - $98.7K
|
1.32K
$53.4K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
853KNew |
$32.3M - $34M
|
853K
$34.4M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.3KNew |
$314K - $331K
|
8.3K
$335K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.64K+ 12.09% |
$61.9K - $65.2K
|
15.2K
$612K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3K- 15.84% |
$113K - $119K
|
15.9K
$643K
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-485- 3.32% |
$18.4K - $19.3K
|
14.1K
$571K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-643- 7.58% |
$24.4K - $25.6K
|
7.84K
$317K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-88- 0.23% |
$3.33K - $3.51K
|
38.1K
$1.54M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.3K- 41.52% |
$239K - $251K
|
8.88K
$358K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 65.36% |
$455K - $479K
|
30.4K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.29K- 18.97% |
$86.9K - $91.4K
|
9.8K
$395K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-613Closed |
$23.2K - $24.4K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-340- 28.33% |
$12.9K - $13.6K
|
860
$34.7K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
80.3KNew |
$3.04M - $3.2M
|
80.3K
$3.24M
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-400- 1.24% |
$15.1K - $15.9K
|
31.9K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-687- 3.23% |
$26K - $27.4K
|
20.6K
$831K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 59.74% |
$59.2K - $62.3K
|
1.05K
$42.5K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-40.5K- 51.89% |
$1.53M - $1.61M
|
37.5K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
446+ 323.19% |
$16.9K - $17.8K
|
584
$23.6K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 1601.22% |
$149K - $156K
|
4.17K
$168K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
135+ 1.6% |
$5.11K - $5.38K
|
8.59K
$347K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.35KNew |
$240K - $253K
|
6.35K
$256K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.4K+ 8.51% |
$545K - $573K
|
183K
$7.41M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 120.18% |
$485K - $510K
|
23.5K
$947K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
780New |
$29.5K - $31.1K
|
780
$31.5K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.1K+ 21.71% |
$1.52M - $1.6M
|
225K
$9.08M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.28K- 51.54% |
$162K - $171K
|
4.03K
$163K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.28K+ 1245.25% |
$124K - $131K
|
3.54K
$143K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.44K- 36.75% |
$244K - $256K
|
11.1K
$447K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6KNew |
$401K - $422K
|
10.6K
$427K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7KNew |
$265K - $279K
|
7K
$282K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
587+ 5.35% |
$22.2K - $23.4K
|
11.6K
$466K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.02K- 3.54% |
$152K - $160K
|
109K
$4.42M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-806- 3.01% |
$30.5K - $32.1K
|
26K
$1.05M
|