Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.6K+ 10.08% |
$412K - $472K
|
138K
$5.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.96K+ 8.61% |
$325K - $373K
|
126K
$4.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
5.5KNew |
$180K - $206K
|
5.5K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.4% |
$3.27K - $3.74K
|
24.8K
$949K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 0.52% |
$3.27K - $3.74K
|
19.2K
$732K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-151- 0.67% |
$4.93K - $5.65K
|
22.4K
$854K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-453- 0.36% |
$14.8K - $17K
|
124K
$4.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-507- 0.71% |
$16.6K - $19K
|
70.6K
$2.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-573- 3.97% |
$18.7K - $21.4K
|
13.9K
$530K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-584- 9.6% |
$19.1K - $21.9K
|
5.5K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-737- 52.23% |
$24.1K - $27.6K
|
674
$25.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-757- 2.69% |
$24.7K - $28.3K
|
27.4K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-900- 5.99% |
$29.4K - $33.7K
|
14.1K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-938- 7.05% |
$30.6K - $35.1K
|
12.4K
$473K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.38K- 37.27% |
$44.9K - $51.5K
|
2.32K
$88.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.54K- 3.67% |
$50.3K - $57.6K
|
40.5K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.66K- 19.08% |
$54.1K - $62K
|
7.03K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.71K- 65.4% |
$55.8K - $64K
|
904
$34.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.75K- 4.86% |
$57.2K - $65.5K
|
34.3K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.45K- 1.58% |
$79.9K - $91.5K
|
153K
$5.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.66K- 18.9% |
$120K - $137K
|
15.7K
$601K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4K- 17.71% |
$131K - $150K
|
18.6K
$710K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.34K- 32.97% |
$142K - $163K
|
8.83K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.48K- 27.85% |
$146K - $168K
|
11.6K
$443K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.47K- 50.13% |
$179K - $205K
|
5.44K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.1K- 10.24% |
$265K - $303K
|
71K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.8K- 8.45% |
$385K - $441K
|
128K
$4.88M
|