Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
377KNew |
$12.3M - $13.7M
|
377K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
249K+ 556.44% |
$8.15M - $9.06M
|
293K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
182KNew |
$5.96M - $6.62M
|
182K
$6.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57.2K+ 22.98% |
$1.87M - $2.08M
|
306K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48K+ 258.15% |
$1.57M - $1.75M
|
66.6K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44.1KNew |
$1.44M - $1.61M
|
44.1K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
33.9K+ 1.43% |
$1.11M - $1.23M
|
2.4M
$88.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.5K+ 74.57% |
$1.1M - $1.22M
|
78.3K
$2.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.3K+ 8.85% |
$1.09M - $1.21M
|
410K
$15.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
25.6KNew |
$838K - $932K
|
25.6K
$946K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.7K+ 17.96% |
$677K - $753K
|
136K
$5.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
16.9KNew |
$553K - $615K
|
16.9K
$624K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
16KNew |
$525K - $584K
|
16K
$593K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.3KNew |
$501K - $557K
|
15.3K
$566K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.3K+ 13.67% |
$470K - $523K
|
119K
$4.41M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.7K+ 10.08% |
$417K - $464K
|
139K
$5.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.4K+ 30.93% |
$375K - $417K
|
48.4K
$1.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.62KNew |
$315K - $351K
|
9.62K
$356K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.53KNew |
$247K - $274K
|
7.53K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.76K+ 29.45% |
$189K - $210K
|
25.3K
$937K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.1K+ 87.28% |
$167K - $186K
|
11K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.44K+ 33.73% |
$80K - $88.9K
|
9.67K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
928+ 13.88% |
$30.4K - $33.8K
|
7.61K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
719+ 10.55% |
$23.6K - $26.2K
|
7.53K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
380New |
$12.5K - $13.8K
|
380
$14.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
362+ 0.71% |
$11.9K - $13.2K
|
51.5K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 1.11% |
$1.64K - $1.82K
|
4.55K
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10- 0.1% |
$328 - $364
|
10.1K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-131- 0.21% |
$4.29K - $4.77K
|
63.5K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-332- 0.9% |
$10.9K - $12.1K
|
36.5K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-487- 6.66% |
$16K - $17.7K
|
6.82K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-750- 1.38% |
$24.6K - $27.3K
|
53.7K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-825- 3.13% |
$27K - $30.1K
|
25.5K
$945K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-960- 8.29% |
$31.5K - $35K
|
10.6K
$393K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 51.71% |
$40.7K - $45.3K
|
1.16K
$43K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.15K- 4.83% |
$70.4K - $78.3K
|
42.3K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.49K- 13.18% |
$81.5K - $90.6K
|
16.4K
$606K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3K- 10.28% |
$98.3K - $109K
|
26.2K
$969K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.23K- 3.65% |
$106K - $118K
|
85.3K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-17.7K- 20.87% |
$581K - $646K
|
67.2K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.1K- 92.09% |
$594K - $660K
|
1.56K
$57.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-22.2K- 29.44% |
$727K - $808K
|
53.1K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-33.5K- 15.11% |
$1.1M - $1.22M
|
188K
$6.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-43.5K- 33.79% |
$1.43M - $1.59M
|
85.3K
$3.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-47.7K- 36.85% |
$1.56M - $1.74M
|
81.7K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-240K- 89.2% |
$7.86M - $8.74M
|
29K
$1.07M
|