Purchases and Sales Made in Q2 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 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 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
126K+ 40.88% |
$3.9M - $4.33M
|
435K
$15.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
98.7KNew |
$3.05M - $3.39M
|
98.7K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.7K+ 23.12% |
$332K - $368K
|
57.2K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.96KNew |
$277K - $307K
|
8.96K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.28KNew |
$194K - $215K
|
6.28K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.17KNew |
$191K - $212K
|
6.17K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.93K+ 237.88% |
$121K - $135K
|
5.58K
$194K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47KNew |
$45.5K - $50.6K
|
1.47K
$51.2K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
332+ 1.29% |
$10.3K - $11.4K
|
26K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-16- 0.07% |
$494 - $549
|
23.5K
$817K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 0.22% |
$1.39K - $1.54K
|
20.6K
$715K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-379- 2.81% |
$11.7K - $13K
|
13.1K
$455K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-448- 5.09% |
$13.8K - $15.4K
|
8.35K
$290K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-587- 6.74% |
$18.1K - $20.1K
|
8.13K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.53K- 4.21% |
$78.3K - $86.9K
|
57.6K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.58K- 3.17% |
$142K - $157K
|
140K
$4.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.95K- 43.8% |
$184K - $204K
|
7.63K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.7K- 40.15% |
$517K - $574K
|
24.9K
$866K
|