Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.05KNew |
$183K - $204K
|
5.05K
$204K
|
|
Q1 2025 | |||||||
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.4M+ 3173.81% |
$53M - $55.8M
|
1.44M
$58.3M
|
|
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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.7KNew |
$3.51M - $3.69M
|
92.7K
$3.74M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
80.3KNew |
$3.04M - $3.2M
|
80.3K
$3.24M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
42.4KNew |
$1.61M - $1.69M
|
42.4K
$1.71M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.1K+ 21.71% |
$1.52M - $1.6M
|
225K
$9.08M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
39.2K+ 93.38% |
$1.48M - $1.56M
|
81.2K
$3.28M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
32.4K+ 157.47% |
$1.23M - $1.29M
|
52.9K
$2.14M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.2KNew |
$801K - $843K
|
21.2K
$854K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.8K+ 99.42% |
$751K - $790K
|
39.8K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9KNew |
$640K - $673K
|
16.9K
$682K
|
|
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
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12.8KNew |
$486K - $511K
|
12.8K
$518K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 120.18% |
$485K - $510K
|
23.5K
$947K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 65.36% |
$455K - $479K
|
30.4K
$1.23M
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
10.8KNew |
$407K - $429K
|
10.8K
$434K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 12.49% |
$406K - $428K
|
96.6K
$3.9M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6KNew |
$401K - $422K
|
10.6K
$427K
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.78KNew |
$370K - $390K
|
9.78K
$395K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.42K+ 111.24% |
$319K - $336K
|
16K
$646K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.3KNew |
$314K - $331K
|
8.3K
$335K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7KNew |
$265K - $279K
|
7K
$282K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.39KNew |
$242K - $255K
|
6.39K
$258K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.35KNew |
$240K - $253K
|
6.35K
$256K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.29K+ 91.14% |
$238K - $251K
|
13.2K
$532K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.45K+ 23.73% |
$168K - $177K
|
23.2K
$936K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 1601.22% |
$149K - $156K
|
4.17K
$168K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 15.26% |
$147K - $154K
|
29.2K
$1.18M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.28K+ 1245.25% |
$124K - $131K
|
3.54K
$143K
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.85K+ 2.9% |
$70.2K - $73.9K
|
65.8K
$2.65M
|
|
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 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 5.86% |
$43K - $45.3K
|
20.5K
$829K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.05K+ 2.21% |
$39.7K - $41.8K
|
48.5K
$1.96M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
780New |
$29.5K - $31.1K
|
780
$31.5K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
587+ 5.35% |
$22.2K - $23.4K
|
11.6K
$466K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
446+ 323.19% |
$16.9K - $17.8K
|
584
$23.6K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
255+ 4.57% |
$9.66K - $10.2K
|
5.84K
$236K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$6.29K - $6.62K
|
166
$6.7K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
140+ 0.32% |
$5.3K - $5.58K
|
43.8K
$1.77M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
135+ 1.6% |
$5.11K - $5.38K
|
8.59K
$347K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.98KNew |
$151K - $155K
|
3.98K
$161K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.29KNew |
$125K - $128K
|
3.29K
$133K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
586New |
$22.3K - $22.8K
|
586
$23.7K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
385New |
$14.6K - $15K
|
385
$15.5K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.8K+ 59.35% |
$899K - $943K
|
66.5K
$2.69M
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 68.97% |
$54.4K - $57.1K
|
3.68K
$148K
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
779New |
$28.3K - $29.6K
|
779
$31.4K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$980 - $1.03K
|
27
$1.09K
|