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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 5.59% |
$47.6K - $48.5K
|
27.5K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11KNew |
$322K - $328K
|
11K
$446K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10KNew |
$292K - $297K
|
10K
$404K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4KNew |
$391K - $398K
|
13.4K
$540K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19KNew |
$63.9K - $65.1K
|
2.19K
$88.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$49.6K - $50.5K
|
1.7K
$68.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-798- 1.33% |
$23.3K - $23.7K
|
59.1K
$2.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6K- 34.29% |
$175K - $178K
|
11.5K
$464K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-72.5K- 47.11% |
$2.12M - $2.15M
|
81.4K
$3.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-123- 0.95% |
$3.59K - $3.66K
|
12.8K
$517K
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
324K+ 192.45% |
$9.45M - $9.62M
|
492K
$19.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-10.2K- 21.94% |
$299K - $304K
|
36.4K
$1.47M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-18.1K- 26.65% |
$525K - $542K
|
49.7K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
53+ 0.2% |
$1.54K - $1.59K
|
26.9K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 2.1% |
$233 - $240
|
373
$15.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-829- 0.57% |
$24.1K - $24.9K
|
146K
$5.88M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.37KNew |
$243K - $251K
|
8.37K
$338K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
554+ 2.25% |
$16.1K - $16.6K
|
25.1K
$1.02M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.5K+ 25.86% |
$43.6K - $45K
|
7.3K
$295K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.04K- 15.65% |
$88.3K - $91.2K
|
16.4K
$661K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
33.9KNew |
$978K - $1.05M
|
33.9K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1KNew |
$31.6K - $34K
|
1.1K
$44.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2K- 66.67% |
$57.7K - $62.2K
|
1K
$40.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
52.1KNew |
$1.5M - $1.62M
|
52.1K
$2.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.9KClosed |
$488K - $526K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-13.7KClosed |
$395K - $426K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.57KClosed |
$190K - $204K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
14.7KNew |
$425K - $458K
|
14.7K
$594K
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-179KClosed |
$5.16M - $5.56M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
2KNew |
$57.7K - $62.2K
|
2K
$80.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.3KClosed |
$98.9K - $104K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
10.7KNew |
$319K - $337K
|
10.7K
$430K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
13.9KNew |
$417K - $441K
|
13.9K
$562K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
9.59KNew |
$287K - $304K
|
9.59K
$387K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
11.7KNew |
$351K - $370K
|
11.7K
$473K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
13.9KNew |
$416K - $440K
|
13.9K
$561K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-314Closed |
$9.41K - $9.94K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
10KNew |
$300K - $317K
|
10K
$404K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-486Closed |
$15.1K - $15.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-9.51KClosed |
$296K - $301K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6KClosed |
$360K - $366K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.5K- 24.75% |
$77.7K - $79K
|
7.6K
$307K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.67KClosed |
$113K - $115K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-10KClosed |
$304K - $310K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.84KClosed |
$55.9K - $56.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.51KNew |
$290K - $295K
|
9.51K
$384K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.45KClosed |
$221K - $226K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
504New |
$14.9K - $15.3K
|
504
$20.3K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.2KClosed |
$35.6K - $36.4K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-276Closed |
$8.19K - $8.38K
|
0
$0
|
|