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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-199- 2.11% |
$7.54K - $7.93K
|
9.22K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.78KNew |
$370K - $390K
|
9.78K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-618- 2.15% |
$23.4K - $24.6K
|
28.1K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-293- 3.79% |
$11.1K - $11.7K
|
7.43K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-61- 1.78% |
$2.31K - $2.43K
|
3.36K
$136K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
140+ 0.32% |
$5.3K - $5.58K
|
43.8K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
39.2K+ 93.38% |
$1.48M - $1.56M
|
81.2K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.42K+ 111.24% |
$319K - $336K
|
16K
$646K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-115- 0.21% |
$4.36K - $4.58K
|
54.7K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.8K+ 99.42% |
$751K - $790K
|
39.8K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.4M+ 3173.81% |
$53M - $55.8M
|
1.44M
$58.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-771- 0.57% |
$29.2K - $30.7K
|
135K
$5.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3- 0.02% |
$114 - $120
|
16.2K
$655K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.2KNew |
$801K - $843K
|
21.2K
$854K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 59.6% |
$55.9K - $58.8K
|
1K
$40.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
32.4K+ 157.47% |
$1.23M - $1.29M
|
52.9K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.05K+ 2.21% |
$39.7K - $41.8K
|
48.5K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.66K- 8.49% |
$139K - $146K
|
39.5K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-53- 0.63% |
$2.01K - $2.11K
|
8.39K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.85K+ 2.9% |
$70.2K - $73.9K
|
65.8K
$2.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.37K- 26.01% |
$51.7K - $54.4K
|
3.88K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.66K- 14.2% |
$101K - $106K
|
16K
$648K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
10.8KNew |
$407K - $429K
|
10.8K
$434K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.29K+ 91.14% |
$238K - $251K
|
13.2K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$6.29K - $6.62K
|
166
$6.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
255+ 4.57% |
$9.66K - $10.2K
|
5.84K
$236K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12.8KNew |
$486K - $511K
|
12.8K
$518K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22K- 21.73% |
$836K - $858K
|
79.3K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.98KNew |
$151K - $155K
|
3.98K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
385New |
$14.6K - $15K
|
385
$15.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
586New |
$22.3K - $22.8K
|
586
$23.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-69- 1.21% |
$2.62K - $2.69K
|
5.63K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-28- 44.44% |
$1.06K - $1.09K
|
35
$1.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 2.05% |
$1.9K - $1.95K
|
2.39K
$96.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.29KNew |
$125K - $128K
|
3.29K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-566- 34.87% |
$21.5K - $22K
|
1.06K
$42.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-121- 1.21% |
$4.59K - $4.71K
|
9.89K
$399K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 68.97% |
$54.4K - $57.1K
|
3.68K
$148K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 90.09% |
$135K - $142K
|
410
$16.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
981+ 11.25% |
$35.6K - $37.3K
|
9.7K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$980 - $1.03K
|
27
$1.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
779New |
$28.3K - $29.6K
|
779
$31.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-185- 0.81% |
$6.71K - $7.04K
|
22.6K
$911K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-670- 2.02% |
$24.3K - $25.5K
|
32.4K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.8K+ 59.35% |
$899K - $943K
|
66.5K
$2.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.62K- 21.22% |
$95.1K - $99.7K
|
9.73K
$393K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-350- 1.74% |
$12.7K - $13.3K
|
19.7K
$796K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1M - $1.06M
|
28.5K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.78K- 32.27% |
$97.8K - $103K
|
5.83K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.9KNew |
$348K - $367K
|
9.9K
$400K
|
|