Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$199K - $209K
|
6.99K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.53KNew |
$215K - $225K
|
7.53K
$278K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-155- 1.26% |
$4.21K - $4.42K
|
12.1K
$447K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-730- 8.87% |
$19.8K - $20.8K
|
7.5K
$277K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-952- 5.63% |
$25.9K - $27.2K
|
16K
$588K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.45K+ 26.73% |
$63.9K - $67.9K
|
11.6K
$428K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-274Closed |
$7.15K - $7.59K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.68KNew |
$43.7K - $46.5K
|
1.68K
$61.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
312KNew |
$8.16M - $8.65M
|
312K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
382+ 2.24% |
$10K - $10.6K
|
17.5K
$644K
|
|
| Q2 2022 | |||||||
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 3.17% |
$8.56K - $9.28K
|
10K
$369K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1KClosed |
$26.2K - $28.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.36KClosed |
$193K - $209K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.71KClosed |
$254K - $276K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8.09KClosed |
$212K - $229K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13KClosed |
$341K - $369K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.57KClosed |
$198K - $215K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.94K+ 18.39% |
$50.8K - $55K
|
12.5K
$461K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.6KClosed |
$68.1K - $73.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24KNew |
$661K - $686K
|
24K
$886K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.84K+ 36.03% |
$133K - $138K
|
18.3K
$674K
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-196KClosed |
$5.38M - $5.59M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.02KClosed |
$193K - $201K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-379Closed |
$10.4K - $10.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.25KClosed |
$229K - $235K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$99.7K - $102K
|
3.59K
$132K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-839Closed |
$23.2K - $23.4K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-8.81KClosed |
$244K - $245K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-60.4KClosed |
$1.65M - $1.68M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
239New |
$6.37K - $6.52K
|
239
$8.81K
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-470Closed |
$12.5K - $12.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-15.3KClosed |
$407K - $416K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-116Closed |
$3.09K - $3.16K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-12.2KClosed |
$325K - $333K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130Closed |
$3.35K - $3.5K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-8Closed |
$206 - $216
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-5.91KClosed |
$152K - $159K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24.4KClosed |
$628K - $658K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-18KClosed |
$450K - $468K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-44.9KClosed |
$1.02M - $1.13M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200KClosed |
$4.37M - $5.06M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-28.4KClosed |
$621K - $719K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2Closed |
$43.7 - $50.6
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.4KClosed |
$280K - $288K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.1KClosed |
$51.7K - $53.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jul 24, 2024
Q3 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-21.2KClosed |
$511K - $538K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22KClosed |
$529K - $558K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25KClosed |
$602K - $634K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-81Closed |
$1.93K - $2.02K
|
0
$0
|
|