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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.38K- 1.06% |
$106K - $124K
|
316K
$12M
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.32KNew |
$41.6K - $48.7K
|
1.32K
$50.2K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.48K- 18.95% |
$109K - $128K
|
14.9K
$564K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.2KNew |
$382K - $447K
|
12.2K
$461K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01K+ 55.28% |
$31.8K - $37.2K
|
2.84K
$108K
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.94K- 27.21% |
$60.9K - $71.3K
|
5.19K
$197K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-120- 25.86% |
$3.77K - $4.41K
|
344
$13K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6- 0.02% |
$189 - $221
|
26.5K
$1M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 39.43% |
$232K - $271K
|
11.3K
$429K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 4.95% |
$387K - $453K
|
261K
$9.89M
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.18K+ 1213.4% |
$37K - $43.3K
|
1.27K
$48.3K
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26K+ 144.95% |
$818K - $957K
|
44K
$1.67M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.03K+ 3.41% |
$284K - $332K
|
274K
$10.4M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.3KNew |
$1.71M - $2M
|
54.3K
$2.06M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-336- 2.46% |
$10.6K - $12.4K
|
13.3K
$504K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2.68K+ 22.44% |
$84.1K - $98.5K
|
14.6K
$553K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4K+ 16.83% |
$126K - $147K
|
27.8K
$1.05M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92K+ 78.45% |
$60.3K - $70.6K
|
4.37K
$165K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1K+ 3.27% |
$31.4K - $36.8K
|
31.6K
$1.2M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-106- 0.23% |
$3.33K - $3.9K
|
45K
$1.71M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
470+ 8.85% |
$14.8K - $17.3K
|
5.78K
$219K
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.72KNew |
$180K - $210K
|
5.72K
$217K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-716- 1.4% |
$22.5K - $26.3K
|
50.6K
$1.92M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08K+ 43.34% |
$34K - $39.8K
|
3.58K
$136K
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
14.2KNew |
$445K - $521K
|
14.2K
$537K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.17K- 11.79% |
$257K - $301K
|
61.1K
$2.32M
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.6K+ 5.98% |
$458K - $536K
|
258K
$9.8M
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 0.91% |
$2.3K - $2.69K
|
7.99K
$303K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.81K- 51.1% |
$245K - $287K
|
7.47K
$283K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.61K+ 6.26% |
$50.6K - $59.2K
|
27.3K
$1.04M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.1KNew |
$380K - $444K
|
12.1K
$458K
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-8- 0.12% |
$252 - $294
|
6.61K
$250K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.88K+ 18.45% |
$153K - $179K
|
31.3K
$1.19M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.92K- 5.21% |
$60.4K - $70.7K
|
35K
$1.33M
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.41K+ 10.96% |
$201K - $236K
|
64.9K
$2.46M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 24.17% |
$116K - $136K
|
11.6K
$439K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.21KNew |
$227K - $265K
|
7.21K
$273K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25K+ 28.33% |
$785K - $918K
|
113K
$4.29M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
75.4KNew |
$2.37M - $2.77M
|
75.4K
$2.86M
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
40.1K+ 19.49% |
$1.26M - $1.47M
|
246K
$9.31M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.32KNew |
$199K - $232K
|
6.32K
$240K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.95% |
$33.4K - $39.1K
|
25.9K
$980K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 9.77% |
$36K - $42.1K
|
10.6K
$401K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.36K+ 38.11% |
$106K - $124K
|
12.2K
$461K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-856- 6.61% |
$26.9K - $31.5K
|
12.1K
$459K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-36.5K- 17.99% |
$1.15M - $1.34M
|
166K
$6.3M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.16K- 20.78% |
$67.8K - $79.4K
|
8.22K
$312K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.7K+ 3.54% |
$148K - $173K
|
138K
$5.22M
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.29K+ 35.42% |
$261K - $305K
|
31.7K
$1.2M
|