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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.1K- 69.58% |
$1.34M - $1.43M
|
18.4K
$643K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 25.76% |
$516K - $548K
|
46.6K
$1.63M
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-12.5K- 46.88% |
$400K - $425K
|
14.2K
$496K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 57.3% |
$329K - $349K
|
7.67K
$268K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.9K- 27.2% |
$125K - $132K
|
10.4K
$365K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.53K- 1.38% |
$113K - $120K
|
252K
$8.8M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 27.61% |
$105K - $111K
|
8.6K
$300K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 11.81% |
$92.8K - $98.5K
|
21.7K
$758K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.77K- 20.07% |
$88.3K - $93.8K
|
11K
$385K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-773- 16.16% |
$24.7K - $26.2K
|
4.01K
$140K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 10.42% |
$16K - $17K
|
4.3K
$150K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-448- 2.91% |
$14.3K - $15.2K
|
14.9K
$522K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-396- 1.58% |
$12.6K - $13.4K
|
24.6K
$859K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2- 0.02% |
$63.8 - $67.8
|
13.1K
$457K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 66.71% |
$703K - $731K
|
11.2K
$392K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 85.06% |
$489K - $509K
|
2.75K
$95.9K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.85K- 66.3% |
$214K - $223K
|
3.48K
$122K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$243K
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-821- 6.13% |
$25.7K - $26.7K
|
12.6K
$439K
|
|
Q1 2024 | |||||||
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.95K- 97.99% |
$58.5K - $62.1K
|
40
$1.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$611K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04M- 99.29% |
$28.8M - $31.6M
|
7.48K
$261K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02M- 99.16% |
$28.1M - $30.9M
|
8.58K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.1K- 55.34% |
$748K - $820K
|
21.8K
$762K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.85K- 51.01% |
$134K - $147K
|
4.66K
$163K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.84K- 99.86% |
$134K - $147K
|
7
$244
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.47K- 10.54% |
$96K - $105K
|
29.5K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.81K- 1.25% |
$50K - $54.8K
|
143K
$4.99M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-688- 17.78% |
$19K - $20.9K
|
3.18K
$111K
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.47% |
$48.8K - $51.5K
|
75.2K
$2.62M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-112- 61.2% |
$2.87K - $3.03K
|
71
$2.48K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.14K- 11.66% |
$227K - $243K
|
69.3K
$2.42M
|
|
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
|
|
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
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-20.9KClosed |
$550K - $560K
|
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
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
SELL
|
- |
-10.1KClosed |
$258K - $267K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 26, 2020
Q3 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-86.4KClosed |
$2.19M - $2.24M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.89KClosed |
$124K - $127K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 21, 2020
Q2 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-188KClosed |
$4.27M - $4.82M
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-113KClosed |
$2.56M - $2.9M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19.9KClosed |
$451K - $509K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-600Closed |
$13.6K - $15.4K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Stephens Inc
|
SELL
|
- |
-17.8KClosed |
$391K - $455K
|
0
$0
|