Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-856- 6.61% |
$26.9K - $31.5K
|
12.1K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.36K+ 38.11% |
$106K - $124K
|
12.2K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-36.5K- 17.99% |
$1.15M - $1.34M
|
166K
$6.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.16K- 20.78% |
$67.8K - $79.4K
|
8.22K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.7K+ 3.54% |
$148K - $173K
|
138K
$5.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.29K+ 35.42% |
$261K - $305K
|
31.7K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4+ 0.02% |
$126 - $147
|
20.7K
$760K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.16K- 7.37% |
$36.4K - $42.6K
|
14.6K
$536K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 10.55% |
$73.1K - $78.2K
|
18.7K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.91K+ 222.45% |
$163K - $174K
|
7.12K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.34KNew |
$177K - $189K
|
5.34K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300- 7.14% |
$9.95K - $10.6K
|
3.9K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18KNew |
$596K - $637K
|
18K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$506K - $541K
|
15.2K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.9KNew |
$1.29M - $1.38M
|
38.9K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.57K- 1.02% |
$85.3K - $91.3K
|
248K
$9.14M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.61K- 35.32% |
$120K - $128K
|
6.61K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 11.58% |
$115K - $123K
|
26.5K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-687Closed |
$22.8K - $24.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 0.17% |
$1.06K - $1.14K
|
18.4K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14+ 3.11% |
$464 - $497
|
464
$17.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.5K+ 9.73% |
$779K - $834K
|
265K
$9.74M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-210- 0.46% |
$6.97K - $7.45K
|
45.1K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
625New |
$20.7K - $22.2K
|
625
$23K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-202- 1.43% |
$6.7K - $7.17K
|
13.9K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-517- 2.84% |
$17.1K - $18.3K
|
17.7K
$651K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.4K+ 6.29% |
$479K - $512K
|
244K
$8.97M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
97New |
$3.22K - $3.44K
|
97
$3.57K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.12KNew |
$269K - $288K
|
8.12K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.72K- 72.06% |
$156K - $167K
|
1.83K
$67.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 3.61% |
$86K - $92K
|
69.3K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 4.99% |
$41.4K - $44.2K
|
23.8K
$874K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.12K- 43.15% |
$203K - $217K
|
8.06K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82K+ 19.03% |
$60.4K - $64.6K
|
11.4K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
27+ 1.09% |
$896 - $958
|
2.5K
$91.9K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.92K- 13.86% |
$63.7K - $68.1K
|
11.9K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
44.5K+ 102.03% |
$1.48M - $1.58M
|
88.1K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.86K- 3.5% |
$61.7K - $66K
|
51.3K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.03K- 7.58% |
$100K - $107K
|
36.9K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.47% |
$4.18K - $4.47K
|
26.9K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
121+ 0.89% |
$4.01K - $4.29K
|
13.8K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 35.3% |
$478K - $511K
|
26.4K
$971K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-24.5K- 82.89% |
$811K - $868K
|
5.05K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 48.9% |
$485K - $519K
|
15.3K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
506+ 0.87% |
$16.8K - $18K
|
58.5K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 36.12% |
$483K - $516K
|
25.7K
$946K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.38K- 10.54% |
$45.8K - $49K
|
11.7K
$431K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
206KNew |
$6.82M - $7.29M
|
206K
$7.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$507K - $542K
|
15.3K
$562K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.1K- 10.32% |
$1.08M - $1.12M
|
279K
$10.3M
|
|