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 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$400K - $422K
|
11.4K
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
52New |
$1.83K - $1.93K
|
52
$2.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.5K- 17.05% |
$52.8K - $55.7K
|
7.3K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$45.7K - $48.2K
|
1.3K
$52.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-411- 63.13% |
$14.5K - $15.3K
|
240
$9.69K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-217- 0.27% |
$7.64K - $8.06K
|
79.8K
$3.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.5KNew |
$52.9K - $55.8K
|
1.5K
$60.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09K+ 36.26% |
$73.5K - $77.5K
|
7.84K
$317K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.61KNew |
$268K - $282K
|
7.61K
$307K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.95K- 82.21% |
$169K - $179K
|
1.07K
$43.2K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1K- 15.15% |
$34.1K - $36.1K
|
5.6K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.94K- 15.9% |
$203K - $214K
|
31.4K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-944- 8.38% |
$32.2K - $34.1K
|
10.3K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3KNew |
$1.51M - $1.6M
|
44.3K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.7K+ 93.49% |
$432K - $457K
|
26.2K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.09KNew |
$276K - $292K
|
8.09K
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.01K- 33.0% |
$103K - $108K
|
6.1K
$246K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-162- 0.38% |
$5.13K - $5.58K
|
42.3K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$187K - $203K
|
5.9K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$171K - $186K
|
5.4K
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42+ 0.46% |
$1.33K - $1.45K
|
9.11K
$368K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67- 0.96% |
$2.12K - $2.31K
|
6.89K
$278K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
411New |
$13.3K - $13.7K
|
411
$16.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$2.08K - $2.13K
|
64
$2.58K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-350- 4.19% |
$11.4K - $11.6K
|
8.01K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
419New |
$13.6K - $13.9K
|
419
$16.9K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.45K- 30.4% |
$112K - $115K
|
7.9K
$319K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-85.6K- 88.81% |
$2.78M - $2.85M
|
10.8K
$435K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
406New |
$12.6K - $13.3K
|
406
$16.4K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.88K- 27.67% |
$89.3K - $94.2K
|
7.52K
$304K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-3.22K- 33.35% |
$100K - $105K
|
6.43K
$260K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10.2K- 42.82% |
$302K - $318K
|
13.6K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.38K- 27.69% |
$100K - $105K
|
8.83K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.7KNew |
$316K - $332K
|
10.7K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.7K+ 51.15% |
$228K - $240K
|
22.7K
$918K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
675New |
$20K - $21K
|
675
$27.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$48.3K - $50.8K
|
1.63K
$65.8K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-32K- 82.73% |
$947K - $996K
|
6.67K
$269K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$29.6K - $31.2K
|
1K
$40.4K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-650- 5.25% |
$19.3K - $20.3K
|
11.7K
$473K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$38.5K - $40.5K
|
1.3K
$52.5K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 9.54% |
$38.8K - $39.5K
|
12.6K
$509K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.1KNew |
$324K - $329K
|
11.1K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
220+ 1.35% |
$6.42K - $6.54K
|
16.5K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.32K- 25.31% |
$97K - $98.7K
|
9.8K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.86KNew |
$200K - $204K
|
6.86K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
17.8K+ 10.27% |
$520K - $529K
|
191K
$7.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
614+ 4.4% |
$17.9K - $18.3K
|
14.6K
$588K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-495K- 87.15% |
$14.5M - $14.7M
|
73K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.91KNew |
$55.8K - $56.8K
|
1.91K
$77.2K
|
|