Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.2K- 15.12% |
$919K - $943K
|
136K
$5.38M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.7K- 3.52% |
$749K - $768K
|
540K
$21.4M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-14.7K- 21.16% |
$559K - $574K
|
54.9K
$2.17M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 59.6% |
$386K - $396K
|
6.9K
$273K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.38K- 33.35% |
$356K - $365K
|
18.7K
$741K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.02K- 16.21% |
$38.5K - $39.5K
|
5.25K
$208K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-903- 2.01% |
$34.3K - $35.2K
|
44.1K
$1.74M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-566- 34.87% |
$21.5K - $22K
|
1.06K
$41.8K
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-561- 2.57% |
$21.3K - $21.9K
|
21.3K
$842K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-129- 1.5% |
$4.9K - $5.02K
|
8.44K
$334K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-121- 1.21% |
$4.59K - $4.71K
|
9.89K
$391K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 2.05% |
$1.9K - $1.95K
|
2.39K
$94.6K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.7K- 21.45% |
$1.98M - $2.08M
|
200K
$7.92M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-27.7K- 32.36% |
$1M - $1.05M
|
57.8K
$2.29M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17K- 12.88% |
$616K - $646K
|
115K
$4.54M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 22.52% |
$607K - $637K
|
57.5K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 12.96% |
$463K - $485K
|
85.6K
$3.39M
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-7.28K- 18.22% |
$264K - $277K
|
32.7K
$1.29M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.51K- 24.05% |
$236K - $248K
|
20.5K
$813K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.35K- 67.16% |
$194K - $204K
|
2.62K
$104K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 13.98% |
$186K - $195K
|
31.5K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 21.27% |
$104K - $109K
|
10.6K
$420K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.62K- 21.22% |
$95.1K - $99.7K
|
9.73K
$385K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.46K- 4.68% |
$89.2K - $93.5K
|
50.1K
$1.98M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.06K- 7.01% |
$74.9K - $78.5K
|
27.4K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.99K- 10.44% |
$72.4K - $75.9K
|
17.1K
$677K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31K- 57.97% |
$47.6K - $50K
|
952
$37.7K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-670- 2.02% |
$24.3K - $25.5K
|
32.4K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-667- 0.77% |
$24.2K - $25.4K
|
86.5K
$3.42M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-604- 5.15% |
$21.9K - $23K
|
11.1K
$440K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-350- 1.74% |
$12.7K - $13.3K
|
19.7K
$780K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-320- 3.88% |
$11.6K - $12.2K
|
7.92K
$313K
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-320- 2.14% |
$11.6K - $12.2K
|
14.6K
$578K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-320- 3.98% |
$11.6K - $12.2K
|
7.73K
$306K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-185- 0.81% |
$6.71K - $7.04K
|
22.6K
$892K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-130- 0.66% |
$4.72K - $4.95K
|
19.6K
$776K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.65K- 67.64% |
$304K - $321K
|
4.14K
$164K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.78K- 32.27% |
$97.8K - $103K
|
5.83K
$231K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.5K- 17.05% |
$52.8K - $55.7K
|
7.3K
$289K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-411- 63.13% |
$14.5K - $15.3K
|
240
$9.49K
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-217- 0.27% |
$7.64K - $8.06K
|
79.8K
$3.16M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-140- 5.35% |
$4.93K - $5.2K
|
2.48K
$97.9K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.94K- 15.9% |
$203K - $214K
|
31.4K
$1.24M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.95K- 82.21% |
$169K - $179K
|
1.07K
$42.4K
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.01K- 33.0% |
$103K - $108K
|
6.1K
$241K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1K- 15.15% |
$34.1K - $36.1K
|
5.6K
$221K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-944- 8.38% |
$32.2K - $34.1K
|
10.3K
$408K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-187- 1.93% |
$6.38K - $6.75K
|
9.52K
$377K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-41- 4.79% |
$1.4K - $1.48K
|
815
$32.2K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.1K- 7.09% |
$98K - $107K
|
40.6K
$1.61M
|