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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-57.5K- 22.11% |
$1.91M - $2.04M
|
203K
$6.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-24.5K- 82.89% |
$811K - $868K
|
5.05K
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 48.9% |
$485K - $519K
|
15.3K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 36.12% |
$483K - $516K
|
25.7K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 35.3% |
$478K - $511K
|
26.4K
$881K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.12K- 43.15% |
$203K - $217K
|
8.06K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.75K- 4.14% |
$191K - $204K
|
133K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.72K- 72.06% |
$156K - $167K
|
1.83K
$61K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.61K- 35.32% |
$120K - $128K
|
6.61K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 11.58% |
$115K - $123K
|
26.5K
$884K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.03K- 7.58% |
$100K - $107K
|
36.9K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 3.61% |
$86K - $92K
|
69.3K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.57K- 1.02% |
$85.3K - $91.3K
|
248K
$8.28M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 10.55% |
$73.1K - $78.2K
|
18.7K
$623K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.92K- 13.86% |
$63.7K - $68.1K
|
11.9K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.86K- 3.5% |
$61.7K - $66K
|
51.3K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.38K- 10.54% |
$45.8K - $49K
|
11.7K
$391K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 4.99% |
$41.4K - $44.2K
|
23.8K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.02K- 10.36% |
$33.8K - $36.2K
|
8.81K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-955- 8.43% |
$31.7K - $33.9K
|
10.4K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-687Closed |
$22.8K - $24.4K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-517- 2.84% |
$17.1K - $18.3K
|
17.7K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300- 7.14% |
$9.95K - $10.6K
|
3.9K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-210- 0.46% |
$6.97K - $7.45K
|
45.1K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-202- 1.43% |
$6.7K - $7.17K
|
13.9K
$463K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-136- 0.65% |
$4.51K - $4.83K
|
20.7K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.47% |
$4.18K - $4.47K
|
26.9K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 0.17% |
$1.06K - $1.14K
|
18.4K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25- 0.11% |
$829 - $887
|
23.4K
$780K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-22- 0.17% |
$730 - $781
|
13K
$432K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-3.65K- 8.09% |
$123K - $128K
|
41.4K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.98K- 20.05% |
$100K - $104K
|
11.9K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-802- 5.55% |
$27K - $28.1K
|
13.6K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 20.32% |
$23.8K - $24.7K
|
2.77K
$92.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-375- 13.29% |
$12.6K - $13.1K
|
2.45K
$81.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-98- 17.59% |
$3.3K - $3.43K
|
459
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-73- 0.6% |
$2.46K - $2.55K
|
12.1K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-57- 0.52% |
$1.92K - $1.99K
|
11K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-52- 1.3% |
$1.75K - $1.82K
|
3.96K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 45.07% |
$1.08K - $1.12K
|
39
$1.3K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 57.3% |
$329K - $349K
|
7.67K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 27.61% |
$105K - $111K
|
8.6K
$287K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$232K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.95K- 97.99% |
$58.5K - $62.1K
|
40
$1.33K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$584K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04M- 99.29% |
$28.8M - $31.6M
|
7.48K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02M- 99.16% |
$28.1M - $30.9M
|
8.58K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.1K- 55.34% |
$748K - $820K
|
21.8K
$728K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.85K- 51.01% |
$134K - $147K
|
4.66K
$155K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.47K- 10.54% |
$96K - $105K
|
29.5K
$983K
|
|