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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-20.2K- 2.29% |
N/A
|
863K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.05K- 40.71% |
N/A
|
5.9K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-984- 1.64% |
N/A
|
58.9K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-720- 5.32% |
N/A
|
12.8K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-614- 1.2% |
N/A
|
50.6K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-553- 5.36% |
N/A
|
9.76K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-252- 3.74% |
N/A
|
6.49K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14- 0.15% |
N/A
|
9.24K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.01% |
N/A
|
32.3K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
N/A
|
12.6K
$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
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.58K- 22.51% |
N/A
|
29.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 7.12% |
N/A
|
39.6K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.72K- 19.16% |
N/A
|
11.5K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.98K- 8.53% |
N/A
|
21.2K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.87K- 6.89% |
N/A
|
25.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.79K- 13.55% |
N/A
|
11.4K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.5K- 55.76% |
N/A
|
1.19K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-366- 99.73% |
N/A
|
1
$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 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-374- 6.58% |
N/A
|
5.31K
$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
|
|
| 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
|
|
| 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
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.48KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-594Closed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-120KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-77.8KClosed |
N/A
|
0
$0
|
|