Purchases and Sales Made in Q3 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 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 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
20.8KNew |
$755K - $797K
|
20.8K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.2K+ 6.6% |
$735K - $775K
|
326K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8K+ 9.19% |
$465K - $490K
|
152K
$5.84M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
5.28KNew |
$192K - $203K
|
5.28K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.22KNew |
$190K - $200K
|
5.22K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 6.1% |
$62.6K - $66K
|
29.9K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 1.35% |
$40.3K - $42.5K
|
82.8K
$3.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
400New |
$14.5K - $15.3K
|
400
$15.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-49- 0.06% |
$1.78K - $1.88K
|
85.3K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-51- 0.68% |
$1.85K - $1.96K
|
7.48K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-80- 0.22% |
$2.91K - $3.07K
|
36.4K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-206- 0.26% |
$7.49K - $7.9K
|
78.1K
$3M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-500- 2.63% |
$18.2K - $19.2K
|
18.5K
$712K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-627- 0.93% |
$22.8K - $24.1K
|
66.6K
$2.56M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-945- 3.73% |
$34.4K - $36.3K
|
24.4K
$937K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.17K- 4.48% |
$42.7K - $45K
|
25K
$961K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 15.51% |
$54.6K - $57.6K
|
8.17K
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.87K- 3.85% |
$67.8K - $71.6K
|
46.6K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.71K- 6.4% |
$98.5K - $104K
|
39.6K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.4K- 6.33% |
$124K - $131K
|
50.3K
$1.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.87K- 7.25% |
$250K - $264K
|
87.8K
$3.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.06K- 6.67% |
$329K - $347K
|
127K
$4.87M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-10.7K- 5.87% |
$388K - $410K
|
171K
$6.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-12.7K- 23.99% |
$464K - $489K
|
40.4K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.1K- 7.83% |
$1.17M - $1.23M
|
378K
$14.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-36.9K- 30.04% |
$1.34M - $1.42M
|
85.9K
$3.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-370K- 98.15% |
$13.4M - $14.2M
|
6.96K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.61M- 66.91% |
$58.4M - $61.6M
|
795K
$30.6M
|