Latest Institutional Sells of Innovator U.S. Equity Ultra Bu (UJUN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUN) 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 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-157K- 48.96% |
$4.91M - $5.21M
|
163K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-32.3K- 65.37% |
$1.01M - $1.07M
|
17.1K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-23.3K- 97.95% |
$730K - $775K
|
489
$16.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.91K- 57.84% |
$122K - $130K
|
2.85K
$97.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 8.24% |
$105K - $111K
|
37.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 16.87% |
$79K - $83.8K
|
12.4K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 3.71% |
$54.6K - $58K
|
45.3K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 4.85% |
$42K - $44.5K
|
26.3K
$896K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-914- 12.29% |
$28.6K - $30.4K
|
6.52K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-753- 19.62% |
$23.6K - $25K
|
3.08K
$105K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-521- 1.85% |
$16.3K - $17.3K
|
27.7K
$944K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-498- 6.53% |
$15.6K - $16.5K
|
7.13K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-280- 0.88% |
$8.77K - $9.3K
|
31.5K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-238- 0.53% |
$7.45K - $7.91K
|
44.9K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-200- 15.02% |
$6.26K - $6.65K
|
1.13K
$38.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-175- 1.32% |
$5.48K - $5.82K
|
13K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-159- 2.23% |
$4.98K - $5.28K
|
6.97K
$238K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-153- 55.23% |
$4.79K - $5.08K
|
124
$4.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-126- 6.61% |
$3.95K - $4.19K
|
1.78K
$60.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.01% |
$125 - $133
|
44.4K
$1.51M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 60.5% |
$363K - $376K
|
7.67K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-469- 3.27% |
$14.5K - $15K
|
13.9K
$473K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.53K- 6.66% |
$45.7K - $47.4K
|
21.4K
$731K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-545- 41.13% |
$16.3K - $16.9K
|
780
$26.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-262- 59.14% |
$7.83K - $8.12K
|
181
$6.17K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 28.76% |
$79.5K - $86.4K
|
7.12K
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.36K- 15.26% |
$65.2K - $70.9K
|
13.1K
$447K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38K- 63.61% |
$1.07M - $1.1M
|
21.7K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.97K- 28.78% |
$196K - $202K
|
17.2K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.06K- 1.52% |
$29.9K - $30.7K
|
68.4K
$2.33M
|
|
| Q2 2023 | |||||||
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-30.5KClosed |
$829K - $872K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-13.6K- 60.44% |
$369K - $388K
|
8.88K
$303K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-66K- 87.12% |
$1.72M - $1.82M
|
9.76K
$333K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 2.16% |
$4.56K - $4.92K
|
7.92K
$270K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.9KClosed |
$181K - $204K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-704Closed |
$18.5K - $20.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500Closed |
$13.1K - $14.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.44KClosed |
$40.9K - $42.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.77KClosed |
$50.6K - $52.1K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.49KClosed |
$42.8K - $44K
|
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 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-13.7KClosed |
$390K - $398K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.61KClosed |
$217K - $221K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.33KClosed |
$208K - $213K
|
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
|
|
| 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
|
|