Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (USEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (USEP) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
357New |
N/A
|
357
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.73KNew |
N/A
|
5.73K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
156K+ 1330.97% |
N/A
|
167K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-898- 1.76% |
N/A
|
50.2K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
46.4K+ 8.37% |
N/A
|
601K
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-5.89K- 42.4% |
N/A
|
8K
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 10.1% |
N/A
|
13.1K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.29K- 9.15% |
N/A
|
12.8K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
29.8KNew |
N/A
|
29.8K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-465- 4.25% |
N/A
|
10.5K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-61- 0.66% |
N/A
|
9.17K
$0
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-6.98K- 51.74% |
N/A
|
6.51K
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47- 1.75% |
N/A
|
2.64K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
37.3KNew |
N/A
|
37.3K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
6.23KNew |
N/A
|
6.23K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.05K- 40.71% |
N/A
|
5.9K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.39KNew |
N/A
|
9.39K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.16KNew |
N/A
|
8.16K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26KNew |
N/A
|
26K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16K- 96.97% |
N/A
|
500
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.72K- 19.16% |
N/A
|
11.5K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
437New |
N/A
|
437
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.91KNew |
N/A
|
6.91K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-15.6K- 26.67% |
N/A
|
42.8K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.97K+ 33.57% |
N/A
|
11.8K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.35KNew |
N/A
|
7.35K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.1K+ 137.81% |
N/A
|
24.3K
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 55.56% |
N/A
|
400
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6KNew |
N/A
|
6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.15KNew |
N/A
|
8.15K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
57New |
N/A
|
57
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.57K- 28.53% |
N/A
|
14K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-203- 3.2% |
N/A
|
6.13K
$0
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165New |
N/A
|
165
$0
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-507- 6.93% |
N/A
|
6.81K
$0
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-586- 98.65% |
N/A
|
8
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 41.91% |
N/A
|
140
$0
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.59K+ 36.03% |
N/A
|
9.79K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.8KNew |
N/A
|
6.8K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.41KNew |
N/A
|
6.41K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
647New |
N/A
|
647
$0
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|