Purchases and Sales Made in Q3 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 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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.52M+ 1213.05% |
$57M - $59.9M
|
1.65M
$64.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
49.7K+ 562.91% |
$1.86M - $1.95M
|
58.5K
$2.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19.6KNew |
$732K - $769K
|
19.6K
$766K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.2KNew |
$717K - $754K
|
19.2K
$750K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
17.7KNew |
$663K - $697K
|
17.7K
$694K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.9K+ 31.79% |
$481K - $506K
|
53.3K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 143.44% |
$468K - $492K
|
21.2K
$831K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6K+ 8.44% |
$435K - $457K
|
149K
$5.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
10.6KNew |
$398K - $418K
|
10.6K
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6KNew |
$396K - $417K
|
10.6K
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 6.51% |
$372K - $391K
|
163K
$6.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.74K+ 7.63% |
$364K - $383K
|
137K
$5.38M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.6KNew |
$322K - $338K
|
8.6K
$337K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.21K+ 5.81% |
$270K - $283K
|
131K
$5.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
7.19KNew |
$269K - $283K
|
7.19K
$282K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.11KNew |
$266K - $279K
|
7.11K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.02KNew |
$263K - $276K
|
7.02K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.01KNew |
$262K - $276K
|
7.01K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.99KNew |
$224K - $235K
|
5.99K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.65KNew |
$211K - $222K
|
5.65K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.47KNew |
$205K - $215K
|
5.47K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.73K+ 6.7% |
$177K - $186K
|
75.4K
$2.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
4.41K+ 2.96% |
$165K - $173K
|
153K
$6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.87K+ 130.19% |
$145K - $152K
|
6.84K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 6.45% |
$117K - $123K
|
51.7K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.25K+ 28.75% |
$84.3K - $88.6K
|
10.1K
$395K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.08K+ 28.2% |
$77.7K - $81.6K
|
9.44K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.12K+ 20.41% |
$42K - $44.1K
|
6.62K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
765+ 33.03% |
$28.6K - $30.1K
|
3.08K
$121K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
695+ 9.46% |
$26K - $27.3K
|
8.04K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
330+ 187.5% |
$12.3K - $13K
|
506
$19.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
300+ 2.88% |
$11.2K - $11.8K
|
10.7K
$420K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
250New |
$9.35K - $9.83K
|
250
$9.79K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
16New |
$598 - $629
|
16
$626
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4- 0.02% |
$150 - $157
|
18.6K
$727K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.11% |
$374 - $393
|
894
$35K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17- 0.11% |
$636 - $668
|
15.7K
$615K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-190- 2.34% |
$7.11K - $7.47K
|
7.91K
$310K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-271- 2.19% |
$10.1K - $10.7K
|
12.1K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-366- 1.34% |
$13.7K - $14.4K
|
27K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.33K- 17.18% |
$49.6K - $52.1K
|
6.39K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 21.7% |
$57K - $59.9K
|
5.5K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3K- 9.98% |
$112K - $118K
|
27.1K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.38K- 22.85% |
$164K - $172K
|
14.8K
$579K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.28K- 25.27% |
$235K - $247K
|
18.6K
$726K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12.8K- 18.09% |
$480K - $505K
|
58.1K
$2.28M
|