Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR) during Q3 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY ULTRA BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.23KNew |
$226K - $232K
|
7.23K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.32K+ 1.81% |
$72.4K - $74.4K
|
130K
$4.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-240- 0.33% |
$7.51K - $7.71K
|
72.8K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-319- 2.35% |
$9.98K - $10.3K
|
13.3K
$425K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.53K- 5.08% |
$298K - $306K
|
178K
$5.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10K- 9.45% |
$314K - $322K
|
96.1K
$3.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-15.9K- 38.73% |
$496K - $510K
|
25.1K
$804K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.81M- 95.45% |
$56.6M - $58.2M
|
86.3K
$2.77M
|