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 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-10- 0.15% |
N/A
|
6.86K
$0
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-437K- 98.32% |
N/A
|
7.47K
$0
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-423K- 91.38% |
N/A
|
40K
$0
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-415K- 87.89% |
N/A
|
57.2K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120K- 96.21% |
N/A
|
4.74K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.8K- 67.14% |
N/A
|
35.6K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21K- 25.3% |
N/A
|
62K
$0
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-8.09K- 7.6% |
N/A
|
98.4K
$0
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.76K- 14.19% |
N/A
|
47K
$0
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 6.51% |
N/A
|
43.5K
$0
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.37K- 11.74% |
N/A
|
17.8K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 4.95% |
N/A
|
27.9K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.28K- 4.75% |
N/A
|
25.7K
$0
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-805- 7.21% |
N/A
|
10.4K
$0
|
|
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 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-425- 0.94% |
N/A
|
44.6K
$0
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-400- 0.93% |
N/A
|
42.5K
$0
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 6.27% |
N/A
|
2.99K
$0
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-135- 1.06% |
N/A
|
12.7K
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 41.91% |
N/A
|
140
$0
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62- 0.32% |
N/A
|
19.2K
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-15.8K- 48.06% |
N/A
|
17.1K
$0
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.56K- 20.03% |
N/A
|
38.2K
$0
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.44K- 31.2% |
N/A
|
14.2K
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 16.13% |
N/A
|
6.52K
$0
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 0.58% |
N/A
|
5.68K
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.45K- 37.93% |
N/A
|
13.8K
$0
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-500K- 89.55% |
N/A
|
58.4K
$0
|
|
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
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-400- 44.44% |
N/A
|
500
$0
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.8K- 18.59% |
N/A
|
34.2K
$0
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-188- 71.76% |
N/A
|
74
$0
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-29.2KClosed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-12.3KClosed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.8KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.54K- 7.25% |
N/A
|
45.3K
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.61K- 60.22% |
N/A
|
1.06K
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-72.2KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.4K- 13.37% |
N/A
|
15.5K
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-198KClosed |
N/A
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-643Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.97KClosed |
N/A
|
0
$0
|