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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-24.1KClosed |
$610K - $667K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94KNew |
$49.1K - $53.6K
|
1.94K
$67.4K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
105New |
$2.66K - $2.9K
|
105
$3.65K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.5KClosed |
$226K - $235K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13Closed |
$346 - $360
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.28KNew |
$250K - $257K
|
9.28K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.73KClosed |
$46.4K - $47.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
66KNew |
$1.76M - $1.8M
|
66K
$2.29M
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$2.01K - $2.02K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 19, 2022
Q1 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-39.8KClosed |
$1.05M - $1.07M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-7.75KClosed |
$203K - $207K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-800Closed |
$21K - $21.4K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-20.9KClosed |
$550K - $560K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
SELL
|
- |
-10.1KClosed |
$258K - $267K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.89KClosed |
$124K - $127K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-86.4KClosed |
$2.19M - $2.24M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19.9KClosed |
$451K - $509K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-113KClosed |
$2.56M - $2.9M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-600Closed |
$13.6K - $15.4K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-188KClosed |
$4.27M - $4.82M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.12KClosed |
$24.6K - $28.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stephens Inc
|
SELL
|
- |
-17.8KClosed |
$391K - $455K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1Closed |
$22 - $25.6
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-85Closed |
$1.87K - $2.18K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$228K - $265K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-35KClosed |
$872K - $931K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.93KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|