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 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-394K- 89.18% |
$12.7M - $13.2M
|
47.8K
$1.64M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.9K- 82.71% |
$1.22M - $1.27M
|
7.91K
$271K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.07K- 6.97% |
$259K - $271K
|
108K
$3.7M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.97K- 23.14% |
$224K - $234K
|
23.1K
$794K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.28K- 16.41% |
$202K - $211K
|
32K
$1.1M
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.27K- 26.27% |
$137K - $143K
|
12K
$411K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 28.17% |
$116K - $121K
|
9.18K
$315K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 22.16% |
$102K - $107K
|
11.2K
$383K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.07K- 22.08% |
$98.8K - $103K
|
10.8K
$372K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.86K- 24.44% |
$91.8K - $95.9K
|
8.83K
$303K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.74K- 8.16% |
$88.1K - $92K
|
30.8K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.68K- 5.4% |
$54K - $56.4K
|
29.5K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 6.31% |
$53.6K - $56K
|
24.7K
$849K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.17K- 4.51% |
$37.5K - $39.1K
|
24.7K
$846K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-866- 1.73% |
$27.8K - $29.1K
|
49.2K
$1.69M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-809- 6.45% |
$26K - $27.2K
|
11.7K
$403K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-770- 5.44% |
$24.8K - $25.9K
|
13.4K
$459K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-559- 3.16% |
$18K - $18.8K
|
17.1K
$588K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-488- 1.78% |
$15.7K - $16.4K
|
27K
$926K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-465- 8.61% |
$14.9K - $15.6K
|
4.94K
$169K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-27- 22.13% |
$868 - $907
|
95
$3.26K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 96.95% |
$7.11M - $7.7M
|
7.47K
$256K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 64.05% |
$342K - $370K
|
6.42K
$220K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-660- 4.49% |
$19.7K - $21.4K
|
14K
$481K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-162- 57.24% |
$4.84K - $5.25K
|
121
$4.15K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-21.3K- 75.75% |
$634K - $649K
|
6.81K
$234K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.4K- 6.78% |
$101K - $104K
|
46.8K
$1.6M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 62.5% |
$29.8K - $30.5K
|
600
$20.6K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 46.69% |
$290K - $304K
|
11.6K
$398K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.8K- 2.34% |
$51.4K - $53.8K
|
75.3K
$2.58M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-188- 1.15% |
$5.36K - $5.62K
|
16.1K
$552K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 55.1% |
$290K - $304K
|
8.68K
$298K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-952- 5.63% |
$25.9K - $27.2K
|
16K
$548K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-730- 8.87% |
$19.8K - $20.8K
|
7.5K
$257K
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-155- 1.26% |
$4.21K - $4.42K
|
12.1K
$416K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-106- 60.92% |
$2.88K - $3.02K
|
68
$2.33K
|
|
Q4 2022 | |||||||
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-274Closed |
$7.31K - $7.59K
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.73K- 11.09% |
$71.4K - $75.8K
|
21.9K
$751K
|
|
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
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.36KClosed |
$193K - $209K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.6KClosed |
$68.1K - $73.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1KClosed |
$26.2K - $28.4K
|
0
$0
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 3.17% |
$8.56K - $9.28K
|
10K
$343K
|
|
Q1 2022 | |||||||
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
|