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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 34.15% |
$5.08K - $5.66K
|
270
$11.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 1.86% |
$5.29K - $5.91K
|
7.7K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-154- 3.82% |
$5.58K - $6.23K
|
3.87K
$164K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-280- 0.29% |
$10.2K - $11.3K
|
96.3K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 30.0% |
$10.9K - $12.1K
|
700
$29.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-584- 1.53% |
$21.2K - $23.6K
|
37.5K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-665- 1.68% |
$24.1K - $26.9K
|
38.8K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-881- 26.2% |
$31.9K - $35.6K
|
2.48K
$105K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-954- 6.94% |
$34.6K - $38.6K
|
12.8K
$542K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.16K- 2.58% |
$41.9K - $46.7K
|
43.7K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.28K- 3.27% |
$46.5K - $51.9K
|
37.9K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.52K- 2.78% |
$55.3K - $61.6K
|
53.2K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.59K- 18.45% |
$57.5K - $64.1K
|
7.01K
$297K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 13.8% |
$66K - $73.6K
|
11.4K
$482K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-2.77K- 6.33% |
$100K - $112K
|
41K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.94K- 25.43% |
$107K - $119K
|
8.62K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.28K- 92.57% |
$119K - $132K
|
263
$11.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.43K- 6.48% |
$124K - $139K
|
49.5K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.6K- 18.26% |
$131K - $146K
|
16.1K
$683K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.76K- 12.87% |
$136K - $152K
|
25.5K
$1.08M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.5K- 5.6% |
$417K - $465K
|
194K
$8.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 14.2% |
$522K - $582K
|
87K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.3K- 19.78% |
$665K - $742K
|
74.3K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-28K- 66.03% |
$1.02M - $1.13M
|
14.4K
$611K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29.7K- 27.1% |
$1.08M - $1.2M
|
79.8K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-439K- 88.01% |
$15.9M - $17.8M
|
59.8K
$2.54M
|