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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-833- 2.75% |
$29.3K - $30.9K
|
29.4K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.15KNew |
$111K - $117K
|
3.15K
$121K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$45.7K - $48.2K
|
1.3K
$49.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.29K- 2.35% |
$45.5K - $48K
|
53.7K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-411- 63.13% |
$14.5K - $15.3K
|
240
$9.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.65K- 67.64% |
$304K - $321K
|
4.14K
$158K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 4.72% |
$36.1K - $38K
|
22.8K
$869K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-269- 2.24% |
$9.47K - $9.99K
|
11.7K
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-217- 0.27% |
$7.64K - $8.06K
|
79.8K
$3.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 34.94% |
$373K - $394K
|
19.8K
$755K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.5KNew |
$52.9K - $55.8K
|
1.5K
$57.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82- 0.48% |
$2.89K - $3.04K
|
17.1K
$652K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09K+ 36.26% |
$73.5K - $77.5K
|
7.84K
$300K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.61KNew |
$268K - $282K
|
7.61K
$291K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65K- 43.14% |
$56.3K - $59.6K
|
2.18K
$83.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-912- 13.57% |
$31.1K - $32.9K
|
5.81K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1K- 15.15% |
$34.1K - $36.1K
|
5.6K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-41- 4.79% |
$1.4K - $1.48K
|
815
$31.1K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3KNew |
$1.51M - $1.6M
|
44.3K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 39.55% |
$79.7K - $84.3K
|
8.24K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.94K- 15.9% |
$203K - $214K
|
31.4K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$921 - $975
|
27
$1.03K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-944- 8.38% |
$32.2K - $34.1K
|
10.3K
$394K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.1K- 66.27% |
$585K - $618K
|
8.72K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
224+ 10.1% |
$7.64K - $8.09K
|
2.44K
$93.3K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.7K+ 93.49% |
$432K - $457K
|
26.2K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-187- 1.93% |
$6.38K - $6.75K
|
9.52K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
185+ 2.13% |
$6.31K - $6.68K
|
8.87K
$339K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.09KNew |
$276K - $292K
|
8.09K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
263New |
$8.97K - $9.49K
|
263
$10K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.7KNew |
$194K - $206K
|
5.7K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.01K- 33.0% |
$103K - $108K
|
6.1K
$233K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-162- 0.38% |
$5.13K - $5.58K
|
42.3K
$1.62M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.9K+ 28.62% |
$123K - $134K
|
17.5K
$669K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.56K+ 28.62% |
$113K - $123K
|
16K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$171K - $186K
|
5.4K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$187K - $203K
|
5.9K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42+ 0.46% |
$1.33K - $1.45K
|
9.11K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$5.25K - $5.72K
|
166
$6.34K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67- 0.96% |
$2.12K - $2.31K
|
6.89K
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.1K- 7.09% |
$98K - $107K
|
40.6K
$1.55M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
411New |
$13.3K - $13.7K
|
411
$15.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.18KNew |
$168K - $172K
|
5.18K
$198K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$2.08K - $2.13K
|
64
$2.45K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-350- 4.19% |
$11.4K - $11.6K
|
8.01K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
419New |
$13.6K - $13.9K
|
419
$16K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.45K- 30.4% |
$112K - $115K
|
7.9K
$302K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-85.6K- 88.81% |
$2.78M - $2.85M
|
10.8K
$412K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 5.15% |
$11K - $11.3K
|
6.26K
$239K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-900- 4.59% |
$27.9K - $29.5K
|
18.7K
$714K
|
|