Latest Institutional Sells of Innovator U.S. Equity Ultra Bu (UOCT)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) 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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-46.7K- 46.22% |
$1.6M - $1.69M
|
54.3K
$1.92M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.3K- 4.37% |
$558K - $588K
|
356K
$12.6M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.2K- 30.59% |
$486K - $512K
|
32.1K
$1.14M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 48.04% |
$377K - $397K
|
11.9K
$420K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-7.97K- 8.68% |
$273K - $288K
|
83.9K
$2.96M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.83K- 35.49% |
$234K - $247K
|
12.4K
$439K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.9K- 40.35% |
$202K - $213K
|
8.71K
$308K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.71K- 16.64% |
$196K - $206K
|
28.6K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.15K- 6.07% |
$177K - $186K
|
79.7K
$2.82M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.98K- 15.48% |
$137K - $144K
|
21.8K
$769K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 0.82% |
$92.8K - $97.8K
|
327K
$11.6M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 22.25% |
$73.8K - $77.7K
|
7.52K
$266K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.09K- 3.66% |
$71.6K - $75.5K
|
55K
$1.94M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 18.69% |
$69K - $72.7K
|
8.76K
$309K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.84K- 7.56% |
$62.9K - $66.3K
|
22.4K
$793K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.65K- 1.86% |
$56.6K - $59.6K
|
86.9K
$3.07M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 9.27% |
$34.3K - $36.1K
|
9.79K
$346K
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-811- 3.11% |
$27.8K - $29.3K
|
25.3K
$893K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-705- 2.71% |
$24.2K - $25.5K
|
25.4K
$896K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-670Closed |
$23K - $24.2K
|
0
$0
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-282- 4.47% |
$9.67K - $10.2K
|
6.03K
$213K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-250- 2.79% |
$8.57K - $9.03K
|
8.73K
$308K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-245- 12.09% |
$8.4K - $8.85K
|
1.78K
$63K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 0.36% |
$2.4K - $2.53K
|
19.4K
$686K
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.05% |
$823 - $867
|
48.8K
$1.73M
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.03% |
$309 - $325
|
27.5K
$973K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.32K- 34.38% |
$150K - $154K
|
8.25K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.44K- 27.55% |
$84.3K - $87K
|
6.41K
$226K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.31K- 16.55% |
$45.4K - $46.8K
|
6.61K
$234K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-121- 21.96% |
$4.19K - $4.32K
|
430
$15.2K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-52- 0.14% |
$1.8K - $1.86K
|
37.5K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 45.59% |
$1.07K - $1.11K
|
37
$1.31K
|
|
Q3 2024 | |||||||
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 14.08% |
$33.9K - $34.8K
|
6.1K
$216K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$33.9 - $34.8
|
2.85K
$101K
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.85K- 17.06% |
$61.4K - $63.4K
|
9K
$318K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 45.26% |
$60.1K - $62.1K
|
2.19K
$77.5K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-485- 3.46% |
$16.1K - $16.6K
|
13.5K
$479K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-149- 1.24% |
$4.94K - $5.11K
|
11.8K
$418K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 22.16% |
$102K - $107K
|
11.2K
$395K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-21.3K- 75.75% |
$634K - $649K
|
6.81K
$241K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 62.5% |
$29.8K - $30.5K
|
600
$21.2K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.8K- 2.34% |
$51.4K - $53.8K
|
75.3K
$2.66M
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-952- 5.63% |
$25.9K - $27.2K
|
16K
$564K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-730- 8.87% |
$19.8K - $20.8K
|
7.5K
$265K
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-155- 1.26% |
$4.21K - $4.42K
|
12.1K
$428K
|
|
Q4 2022 | |||||||
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-274Closed |
$7.15K - $7.59K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13KClosed |
$341K - $369K
|
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
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.57KClosed |
$198K - $215K
|
0
$0
|