Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUN) 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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
105KNew |
$3.22M - $3.73M
|
105K
$3.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 6.59% |
$35.4K - $41K
|
18.6K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
32.8K+ 150.91% |
$1.01M - $1.17M
|
54.5K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.26K+ 10.34% |
$100K - $116K
|
34.7K
$1.24M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
116+ 2.68% |
$3.79K - $4.02K
|
4.45K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.6K+ 61.18% |
$412K - $436K
|
33.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.91KNew |
$226K - $239K
|
6.91K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 18.64% |
$69.1K - $73.2K
|
9.22K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-975- 2.23% |
$31.9K - $33.8K
|
42.7K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28K+ 212.08% |
$916K - $971K
|
41.2K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50+ 0.51% |
$1.63K - $1.73K
|
9.82K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-851- 12.22% |
$27.8K - $29.5K
|
6.11K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-290- 2.32% |
$9.48K - $10.1K
|
12.2K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
148New |
$4.84K - $5.13K
|
148
$5.27K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16K+ 13.02% |
$523K - $554K
|
139K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.49K- 3.97% |
$278K - $294K
|
205K
$7.31M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$49K - $52K
|
1.5K
$53.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-65- 2.28% |
$2.12K - $2.25K
|
2.79K
$99.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.8K- 80.23% |
$2.22M - $2.35M
|
16.7K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-33- 0.25% |
$1.08K - $1.14K
|
13K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.18K+ 100.0% |
$169K - $179K
|
10.4K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.3K+ 27.3% |
$206K - $218K
|
29.4K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.11K+ 38.8% |
$134K - $142K
|
14.7K
$523K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-634- 18.5% |
$20.7K - $22K
|
2.79K
$99.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.23K- 5.68% |
$302K - $320K
|
153K
$5.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.09% |
$654 - $693
|
21.9K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7- 0.03% |
$229 - $243
|
26.2K
$931K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 5.95% |
$72.6K - $77K
|
35.1K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-161- 2.23% |
$5.26K - $5.58K
|
7.07K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.72K- 15.78% |
$220K - $233K
|
35.9K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-72- 0.27% |
$2.35K - $2.5K
|
26.1K
$930K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.44K- 8.59% |
$47.1K - $50K
|
15.4K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-133- 1.93% |
$4.35K - $4.61K
|
6.77K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-54K- 31.15% |
$1.77M - $1.87M
|
119K
$4.25M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.48K+ 6.21% |
$48.9K - $50.6K
|
25.3K
$901K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
26.8KNew |
$885K - $915K
|
26.8K
$953K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.6K- 3.58% |
$53K - $54.8K
|
43.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.86K- 32.89% |
$194K - $200K
|
12K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-90- 0.42% |
$2.97K - $3.07K
|
21.2K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-200- 17.67% |
$6.61K - $6.83K
|
932
$33.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 60.29% |
$341K - $353K
|
27.5K
$977K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-378- 77.3% |
$12.5K - $12.9K
|
111
$3.95K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-153- 55.23% |
$4.79K - $5.08K
|
124
$4.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8K+ 74.27% |
$275K - $292K
|
20.6K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 8.24% |
$105K - $111K
|
37.3K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-521- 1.85% |
$16.3K - $17.3K
|
27.7K
$985K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-753- 19.62% |
$23.6K - $25K
|
3.08K
$110K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$200K - $213K
|
6.4K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-498- 6.53% |
$15.6K - $16.5K
|
7.13K
$254K
|
|