Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) 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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
22K+ 27.16% |
$799K - $892K
|
103K
$4.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.91KNew |
$251K - $280K
|
6.91K
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.28KNew |
$228K - $254K
|
6.28K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.9KNew |
$214K - $239K
|
5.9K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.15KNew |
$187K - $208K
|
5.15K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.05KNew |
$183K - $204K
|
5.05K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08KNew |
$75.4K - $84.1K
|
2.08K
$85.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
700+ 3.41% |
$25.4K - $28.3K
|
21.2K
$873K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
529New |
$19.2K - $21.4K
|
529
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
316+ 1.36% |
$11.5K - $12.8K
|
23.5K
$967K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-25- 0.05% |
$907 - $1.01K
|
52.6K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-135- 3.48% |
$4.9K - $5.46K
|
3.75K
$154K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 34.15% |
$5.08K - $5.66K
|
270
$11.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-280- 0.29% |
$10.2K - $11.3K
|
96.3K
$3.96M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-954- 6.94% |
$34.6K - $38.6K
|
12.8K
$526K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.16K- 2.58% |
$41.9K - $46.7K
|
43.7K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.28K- 3.27% |
$46.5K - $51.9K
|
37.9K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.76K- 12.87% |
$136K - $152K
|
25.5K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29.7K- 27.1% |
$1.08M - $1.2M
|
79.8K
$3.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-439K- 88.01% |
$15.9M - $17.8M
|
59.8K
$2.46M
|