Latest Institutional Sells of Innovator U.S. Equity Ultra Bu (USEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (USEP) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.96K- 6.45% |
N/A
|
57.3K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.46K- 2.49% |
N/A
|
57.4K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-898- 1.76% |
N/A
|
50.2K
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-819K- 94.39% |
N/A
|
48.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-270K- 97.47% |
N/A
|
6.99K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-34.4K- 3.99% |
N/A
|
829K
$0
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.5K- 40.67% |
N/A
|
35.7K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.77K- 6.6% |
N/A
|
124K
$0
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-6.98K- 51.74% |
N/A
|
6.51K
$0
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-5.89K- 42.4% |
N/A
|
8K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.12K- 15.88% |
N/A
|
27.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 5.55% |
N/A
|
36.8K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 15.64% |
N/A
|
10.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.5K- 10.41% |
N/A
|
12.9K
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 10.1% |
N/A
|
13.1K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.33K- 5.26% |
N/A
|
24K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.29K- 9.15% |
N/A
|
12.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-812- 4.23% |
N/A
|
18.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-752- 0.89% |
N/A
|
84K
$0
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-659- 98.51% |
N/A
|
10
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-465- 4.25% |
N/A
|
10.5K
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-446- 1.37% |
N/A
|
32.1K
$0
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-425- 4.65% |
N/A
|
8.72K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-272- 2.24% |
N/A
|
11.9K
$0
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-213- 2.18% |
N/A
|
9.54K
$0
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-203- 0.61% |
N/A
|
32.9K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-149- 0.71% |
N/A
|
20.9K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-146- 1.14% |
N/A
|
12.7K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-111- 0.38% |
N/A
|
29.4K
$0
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-83- 1.28% |
N/A
|
6.4K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-61- 0.66% |
N/A
|
9.17K
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.05K- 40.71% |
N/A
|
5.9K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47- 1.75% |
N/A
|
2.64K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16K- 96.97% |
N/A
|
500
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-15.6K- 26.67% |
N/A
|
42.8K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.72K- 19.16% |
N/A
|
11.5K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.5K- 55.76% |
N/A
|
1.19K
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.57K- 28.53% |
N/A
|
14K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 55.56% |
N/A
|
400
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-203- 3.2% |
N/A
|
6.13K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-10- 0.15% |
N/A
|
6.86K
$0
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-586- 98.65% |
N/A
|
8
$0
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-507- 6.93% |
N/A
|
6.81K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 41.91% |
N/A
|
140
$0
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.7K- 33.3% |
N/A
|
9.42K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.5K- 14.26% |
N/A
|
9.02K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.07K- 3.75% |
N/A
|
27.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1K- 22.22% |
N/A
|
3.5K
$0
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.13K- 70.98% |
N/A
|
2.1K
$0
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-188- 71.76% |
N/A
|
74
$0
|
|