Latest Institutional Sells of Innovator U.S. Equity Ultra Bu (UJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-36.5K- 17.99% |
$1.15M - $1.34M
|
166K
$6.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.17K- 11.79% |
$257K - $301K
|
61.1K
$2.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.81K- 51.1% |
$245K - $287K
|
7.47K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 39.43% |
$232K - $271K
|
11.3K
$422K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 24.17% |
$116K - $136K
|
11.6K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.16K- 20.78% |
$67.8K - $79.4K
|
8.22K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.94K- 27.21% |
$60.9K - $71.3K
|
5.19K
$193K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.92K- 5.21% |
$60.4K - $70.7K
|
35K
$1.3M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.16K- 7.37% |
$36.4K - $42.6K
|
14.6K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 9.77% |
$36K - $42.1K
|
10.6K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.95% |
$33.4K - $39.1K
|
25.9K
$965K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-856- 6.61% |
$26.9K - $31.5K
|
12.1K
$451K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-716- 1.4% |
$22.5K - $26.3K
|
50.6K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-336- 2.46% |
$10.6K - $12.4K
|
13.3K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-120- 25.86% |
$3.77K - $4.41K
|
344
$12.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-106- 0.23% |
$3.33K - $3.9K
|
45K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 0.91% |
$2.3K - $2.69K
|
7.99K
$298K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-8- 0.12% |
$252 - $294
|
6.61K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6- 0.02% |
$189 - $221
|
26.5K
$989K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-24.5K- 82.89% |
$811K - $868K
|
5.05K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-517- 2.84% |
$17.1K - $18.3K
|
17.7K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300- 7.14% |
$9.95K - $10.6K
|
3.9K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-202- 1.43% |
$6.7K - $7.17K
|
13.9K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 0.17% |
$1.06K - $1.14K
|
18.4K
$685K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.98K- 20.05% |
$100K - $104K
|
11.9K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 20.32% |
$23.8K - $24.7K
|
2.77K
$103K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-98- 17.59% |
$3.3K - $3.43K
|
459
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-73- 0.6% |
$2.46K - $2.55K
|
12.1K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-57- 0.52% |
$1.92K - $1.99K
|
11K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-52- 1.3% |
$1.75K - $1.82K
|
3.96K
$148K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 45.07% |
$1.08K - $1.12K
|
39
$1.46K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 57.3% |
$329K - $349K
|
7.67K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 27.61% |
$105K - $111K
|
8.6K
$321K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$260K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.95K- 97.99% |
$58.5K - $62.1K
|
40
$1.49K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$653K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04M- 99.29% |
$28.8M - $31.6M
|
7.48K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02M- 99.16% |
$28.1M - $30.9M
|
8.58K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.1K- 55.34% |
$748K - $820K
|
21.8K
$815K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.85K- 51.01% |
$134K - $147K
|
4.66K
$174K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.47K- 10.54% |
$96K - $105K
|
29.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.81K- 1.25% |
$50K - $54.8K
|
143K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-688- 17.78% |
$19K - $20.9K
|
3.18K
$119K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.47% |
$48.8K - $51.5K
|
75.2K
$2.8M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.14K- 11.66% |
$227K - $243K
|
69.3K
$2.59M
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-24.1KClosed |
$610K - $667K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-19KClosed |
$481K - $526K
|
0
$0
|
|
| 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 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.73KClosed |
$46.4K - $47.7K
|
0
$0
|
|