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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$688 - $716
|
22
$840
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
30.2KNew |
$943K - $981K
|
30.2K
$1.15M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$669K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.47K- 10.54% |
$96K - $105K
|
29.5K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-688- 17.78% |
$19K - $20.9K
|
3.18K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.81K- 1.25% |
$50K - $54.8K
|
143K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.1K- 55.34% |
$748K - $820K
|
21.8K
$834K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$55.3K - $60.6K
|
2K
$76.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04M- 99.29% |
$28.8M - $31.6M
|
7.48K
$286K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.74KNew |
$190K - $197K
|
6.74K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
168KNew |
$4.72M - $4.91M
|
168K
$6.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
667New |
$18.8K - $19.5K
|
667
$25.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
518+ 5.84% |
$14.6K - $15.2K
|
9.39K
$359K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
474New |
$13.4K - $13.9K
|
474
$18.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.5KNew |
$296K - $307K
|
10.5K
$401K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.6KNew |
$880K - $940K
|
32.6K
$1.25M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
558New |
$14.3K - $15.1K
|
558
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
700+ 6.22% |
$17.9K - $18.9K
|
12K
$456K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.47% |
$48.8K - $51.5K
|
75.2K
$2.87M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.43K+ 80.1% |
$184K - $196K
|
16.7K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.78KNew |
$93.5K - $99.8K
|
3.78K
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
43K+ 42.54% |
$1.06M - $1.13M
|
144K
$5.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.7KNew |
$240K - $256K
|
9.7K
$370K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.14K- 11.66% |
$227K - $243K
|
69.3K
$2.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
980New |
$24.3K - $26.1K
|
980
$37.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.15KNew |
$53.2K - $57.1K
|
2.15K
$81.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-19KClosed |
$481K - $526K
|
0
$0
|
|
|
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
$74.1K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
105New |
$2.66K - $2.9K
|
105
$4.01K
|
|
| 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
$354K
|
|
|
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
$2.52M
|
|
| 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
|
|