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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1M - $1.06M
|
28.5K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$400K - $422K
|
11.4K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.9KNew |
$348K - $367K
|
9.9K
$400K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.61KNew |
$268K - $282K
|
7.61K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.15KNew |
$111K - $117K
|
3.15K
$127K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09K+ 36.26% |
$73.5K - $77.5K
|
7.84K
$317K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.5KNew |
$52.9K - $55.8K
|
1.5K
$60.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$45.7K - $48.2K
|
1.3K
$52.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
52New |
$1.83K - $1.93K
|
52
$2.1K
|
|
| Q1 2024 | |||||||
|
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
|
|
| Q4 2023 | |||||||
|
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
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
419New |
$13.6K - $13.9K
|
419
$16.9K
|
|
|
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
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
406New |
$12.6K - $13.3K
|
406
$16.4K
|
|
| Q1 2023 | |||||||
|
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 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$48.3K - $50.8K
|
1.63K
$65.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$38.5K - $40.5K
|
1.3K
$52.5K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$29.6K - $31.2K
|
1K
$40.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
675New |
$20K - $21K
|
675
$27.2K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
324K+ 192.45% |
$9.45M - $9.62M
|
492K
$19.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
17.8K+ 10.27% |
$520K - $529K
|
191K
$7.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4KNew |
$391K - $398K
|
13.4K
$540K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.1KNew |
$324K - $329K
|
11.1K
$447K
|
|
|
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 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.86KNew |
$200K - $204K
|
6.86K
$277K
|
|
|
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 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.91KNew |
$55.8K - $56.8K
|
1.91K
$77.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$49.6K - $50.5K
|
1.7K
$68.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
614+ 4.4% |
$17.9K - $18.3K
|
14.6K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
220+ 1.35% |
$6.42K - $6.54K
|
16.5K
$667K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.37KNew |
$243K - $251K
|
8.37K
$338K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.5K+ 25.86% |
$43.6K - $45K
|
7.3K
$295K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
554+ 2.25% |
$16.1K - $16.6K
|
25.1K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
53+ 0.2% |
$1.54K - $1.59K
|
26.9K
$1.09M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
52.1KNew |
$1.5M - $1.62M
|
52.1K
$2.1M
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
33.9KNew |
$978K - $1.05M
|
33.9K
$1.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
14.7KNew |
$425K - $458K
|
14.7K
$594K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
2KNew |
$57.7K - $62.2K
|
2K
$80.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1KNew |
$31.6K - $34K
|
1.1K
$44.2K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
13.9KNew |
$417K - $441K
|
13.9K
$562K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
13.9KNew |
$416K - $440K
|
13.9K
$561K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
11.7KNew |
$351K - $370K
|
11.7K
$473K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
10.7KNew |
$319K - $337K
|
10.7K
$430K
|
|