Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.3K+ 6.16% |
$113K - $119K
|
56.9K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.15KNew |
$73.3K - $77.4K
|
2.15K
$76K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.15KNew |
$73.3K - $77.4K
|
2.15K
$76K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.7KNew |
$57.9K - $61.2K
|
1.7K
$60.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.57K+ 11.59% |
$53.6K - $56.6K
|
15.1K
$536K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.46KNew |
$49.7K - $52.5K
|
1.46K
$51.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24K+ 5.13% |
$42.3K - $44.6K
|
25.4K
$898K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.23K+ 0.75% |
$41.9K - $44.2K
|
164K
$5.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.17K+ 17.5% |
$39.9K - $42.1K
|
7.86K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
578+ 8.58% |
$19.7K - $20.8K
|
7.31K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 14.26% |
$10.2K - $10.8K
|
2.4K
$85K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
205+ 2.92% |
$6.99K - $7.38K
|
7.23K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
25+ 0.37% |
$852 - $900
|
6.81K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-22- 0.56% |
$750 - $792
|
3.93K
$139K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-39- 0.39% |
$1.33K - $1.4K
|
9.95K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-85- 0.91% |
$2.9K - $3.06K
|
9.23K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-137- 0.72% |
$4.67K - $4.93K
|
19K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-477- 3.72% |
$16.3K - $17.2K
|
12.4K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-499- 0.83% |
$17K - $18K
|
59.8K
$2.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-617- 1.37% |
$21K - $22.2K
|
44.5K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-913- 2.42% |
$31.1K - $32.9K
|
36.9K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 13.5% |
$47.2K - $49.9K
|
8.88K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 3.72% |
$65.2K - $68.8K
|
49.6K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.96K- 4.18% |
$66.7K - $70.4K
|
44.9K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.96K- 13.15% |
$135K - $142K
|
26.1K
$924K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.97K- 17.21% |
$169K - $179K
|
23.9K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.28K- 6.55% |
$180K - $190K
|
75.3K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.53K- 25.72% |
$223K - $235K
|
18.9K
$668K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-7.37K- 7.68% |
$251K - $265K
|
88.6K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-7.79K- 56.25% |
$265K - $280K
|
6.06K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.9K- 54.82% |
$813K - $859K
|
19.7K
$696K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.2K- 60.75% |
$926K - $978K
|
17.6K
$621K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-30.4K- 72.04% |
$1.04M - $1.09M
|
11.8K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-52K- 48.83% |
$1.77M - $1.87M
|
54.5K
$1.93M
|