Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB) 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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.64M+ 3268.28% |
$52.6M - $55.3M
|
1.69M
$56.6M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.01MNew |
$32.3M - $34M
|
1.01M
$33.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
292K+ 1699.84% |
$9.37M - $9.86M
|
309K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
226K+ 3338.89% |
$7.26M - $7.64M
|
233K
$7.82M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129KNew |
$4.14M - $4.36M
|
129K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
105KNew |
$3.39M - $3.56M
|
105K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
84.9KNew |
$2.73M - $2.87M
|
84.9K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
73.3KNew |
$2.35M - $2.48M
|
73.3K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.5K+ 102.45% |
$2.27M - $2.38M
|
139K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.2K+ 90.9% |
$2.16M - $2.27M
|
141K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
66.2K+ 338.8% |
$2.13M - $2.24M
|
85.7K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 265.45% |
$2.11M - $2.22M
|
90.5K
$3.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
50.2K+ 501.94% |
$1.61M - $1.7M
|
60.2K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.7K+ 168.26% |
$1.5M - $1.58M
|
74.5K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.3KNew |
$1.29M - $1.36M
|
40.3K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.9K+ 232.29% |
$1.28M - $1.35M
|
57K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38.3KNew |
$1.23M - $1.3M
|
38.3K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
37.2K+ 403.75% |
$1.2M - $1.26M
|
46.4K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
35.5KNew |
$1.14M - $1.2M
|
35.5K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33.4KNew |
$1.07M - $1.13M
|
33.4K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
32.1KNew |
$1.03M - $1.09M
|
32.1K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
31.1KNew |
$1M - $1.05M
|
31.1K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.6K+ 393.45% |
$918K - $966K
|
35.8K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
25.4K+ 21.28% |
$815K - $857K
|
144K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
23.5KNew |
$756K - $796K
|
23.5K
$790K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.7KNew |
$728K - $767K
|
22.7K
$762K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
21.6KNew |
$693K - $729K
|
21.6K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
21.6K+ 444.23% |
$693K - $729K
|
26.4K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21KNew |
$673K - $709K
|
21K
$704K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.6K+ 45711.11% |
$661K - $696K
|
20.6K
$692K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
20K+ 2564.66% |
$644K - $677K
|
20.8K
$699K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.3K+ 16.64% |
$621K - $654K
|
135K
$4.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.8K+ 81.84% |
$603K - $634K
|
41.7K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
15.7KNew |
$506K - $532K
|
15.7K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.1K+ 87.77% |
$485K - $511K
|
32.3K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.1KNew |
$389K - $409K
|
12.1K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11.5KNew |
$371K - $390K
|
11.5K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.7KNew |
$344K - $362K
|
10.7K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.4KNew |
$335K - $353K
|
10.4K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$291K - $306K
|
9.05K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.92KNew |
$287K - $302K
|
8.92K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.71KNew |
$280K - $295K
|
8.71K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.75KNew |
$249K - $262K
|
7.75K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.41KNew |
$238K - $251K
|
7.41K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.3KNew |
$235K - $247K
|
7.3K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.3KNew |
$235K - $247K
|
7.3K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.93KNew |
$223K - $234K
|
6.93K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.83K+ 51.45% |
$220K - $231K
|
20.1K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.81KNew |
$219K - $230K
|
6.81K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.19KNew |
$199K - $209K
|
6.19K
$208K
|