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 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
23.3KNew |
$634K - $667K
|
23.3K
$753K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.7KNew |
$319K - $336K
|
11.7K
$379K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
527New |
$14K - $14.7K
|
527
$17K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175New |
$4.66K - $4.9K
|
175
$5.65K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.53KNew |
$174K - $183K
|
6.53K
$211K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$53.3K - $56K
|
2K
$64.6K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-331- 7.94% |
$8.82K - $9.26K
|
3.84K
$124K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
60New |
$1.6K - $1.68K
|
60
$1.94K
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3.85K+ 26.12% |
$103K - $108K
|
18.6K
$600K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$366K - $384K
|
13.7K
$443K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
756New |
$20K - $20.9K
|
756
$24.4K
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-66K- 87.12% |
$1.75M - $1.82M
|
9.76K
$315K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3KNew |
$79.4K - $82.9K
|
3K
$96.9K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$1.45K - $1.52K
|
55
$1.78K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$317K - $332K
|
12K
$388K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 2.16% |
$4.6K - $4.92K
|
7.92K
$256K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82KNew |
$73.9K - $83K
|
2.82K
$90.9K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11KNew |
$29.1K - $32.7K
|
1.11K
$35.8K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6KNew |
$356K - $400K
|
13.6K
$438K
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
14.8KNew |
$389K - $438K
|
14.8K
$479K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-704Closed |
$18.5K - $20.8K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.82KNew |
$47.7K - $53.6K
|
1.82K
$58.7K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.9KClosed |
$181K - $204K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500Closed |
$13.1K - $14.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7KNew |
$184K - $207K
|
7K
$226K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.44KClosed |
$40.9K - $42.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.6KNew |
$500K - $520K
|
17.6K
$569K
|
|
Q4 2021 | |||||||
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.49KClosed |
$42.8K - $44K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.77KClosed |
$50.6K - $52.1K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-102Closed |
$2.92K - $3K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-383KClosed |
$10.9M - $11.1M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.33KClosed |
$208K - $213K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.61KClosed |
$217K - $221K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
62.6KNew |
$1.78M - $1.82M
|
62.6K
$2.02M
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-13.7KClosed |
$390K - $398K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-325Closed |
$9.25K - $9.44K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-133KClosed |
$3.77M - $3.81M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.6KNew |
$497K - $503K
|
17.6K
$567K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
2.65KNew |
$75K - $75.9K
|
2.65K
$85.6K
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.25KClosed |
$146K - $149K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-825KClosed |
$19.4M - $22.3M
|
0
$0
|