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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.8K- 80.23% |
$2.22M - $2.35M
|
16.7K
$549K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-54K- 31.15% |
$1.77M - $1.87M
|
119K
$3.93M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.23K- 5.68% |
$302K - $320K
|
153K
$5.04M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.49K- 3.97% |
$278K - $294K
|
205K
$6.76M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.72K- 15.78% |
$220K - $233K
|
35.9K
$1.18M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 5.95% |
$72.6K - $77K
|
35.1K
$1.15M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 18.64% |
$69.1K - $73.2K
|
9.22K
$303K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.44K- 8.59% |
$47.1K - $50K
|
15.4K
$505K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-975- 2.23% |
$31.9K - $33.8K
|
42.7K
$1.4M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-930- 3.75% |
$30.4K - $32.2K
|
23.8K
$784K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-851- 12.22% |
$27.8K - $29.5K
|
6.11K
$201K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-751- 4.13% |
$24.6K - $26K
|
17.4K
$574K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-634- 18.5% |
$20.7K - $22K
|
2.79K
$91.9K
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-294- 1.34% |
$9.61K - $10.2K
|
21.7K
$714K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-290- 2.32% |
$9.48K - $10.1K
|
12.2K
$401K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-161- 2.23% |
$5.26K - $5.58K
|
7.07K
$233K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-133- 1.93% |
$4.35K - $4.61K
|
6.77K
$223K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-72- 0.27% |
$2.35K - $2.5K
|
26.1K
$860K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-65- 2.28% |
$2.12K - $2.25K
|
2.79K
$91.7K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-33- 0.25% |
$1.08K - $1.14K
|
13K
$427K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.09% |
$654 - $693
|
21.9K
$720K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7- 0.03% |
$229 - $243
|
26.2K
$861K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.86K- 32.89% |
$194K - $200K
|
12K
$393K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.6K- 3.58% |
$53K - $54.8K
|
43.3K
$1.42M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-378- 77.3% |
$12.5K - $12.9K
|
111
$3.65K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-200- 17.67% |
$6.61K - $6.83K
|
932
$30.7K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-90- 0.42% |
$2.97K - $3.07K
|
21.2K
$696K
|
|
Q3 2024 | |||||||
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 8.24% |
$105K - $111K
|
37.3K
$1.23M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-753- 19.62% |
$23.6K - $25K
|
3.08K
$101K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-521- 1.85% |
$16.3K - $17.3K
|
27.7K
$910K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-498- 6.53% |
$15.6K - $16.5K
|
7.13K
$234K
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-280- 0.88% |
$8.77K - $9.3K
|
31.5K
$1.04M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-153- 55.23% |
$4.79K - $5.08K
|
124
$4.08K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-126- 6.61% |
$3.95K - $4.19K
|
1.78K
$58.6K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 60.5% |
$363K - $376K
|
7.67K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-469- 3.27% |
$14.5K - $15K
|
13.9K
$456K
|
|
Q1 2024 | |||||||
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-545- 41.13% |
$16.3K - $16.9K
|
780
$25.7K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-262- 59.14% |
$7.83K - $8.12K
|
181
$5.95K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 28.76% |
$79.5K - $86.4K
|
7.12K
$234K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.36K- 15.26% |
$65.2K - $70.9K
|
13.1K
$431K
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38K- 63.61% |
$1.07M - $1.1M
|
21.7K
$714K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.97K- 28.78% |
$196K - $202K
|
17.2K
$567K
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.06K- 1.52% |
$29.9K - $30.7K
|
68.4K
$2.25M
|
|
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
$292K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-66K- 87.12% |
$1.72M - $1.82M
|
9.76K
$321K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 2.16% |
$4.56K - $4.92K
|
7.92K
$261K
|
|
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
|