Purchases and Sales Made in Q3 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 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
|
- |
427KNew |
$17.2M - $18M
|
427K
$18.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4KNew |
$622K - $649K
|
15.4K
$653K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5K+ 5.93% |
$464K - $484K
|
205K
$8.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.7KNew |
$392K - $409K
|
9.7K
$411K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.58K+ 104.82% |
$266K - $277K
|
12.9K
$545K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.31KNew |
$214K - $223K
|
5.31K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 1.15% |
$48K - $50.1K
|
104K
$4.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
681+ 13.46% |
$27.5K - $28.7K
|
5.74K
$243K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
450+ 24.99% |
$18.2K - $19K
|
2.25K
$95.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
396+ 0.81% |
$16K - $16.7K
|
49.5K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
161+ 2.73% |
$6.5K - $6.78K
|
6.06K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
91+ 3.67% |
$3.67K - $3.83K
|
2.57K
$109K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1- 0.01% |
$40.4 - $42.1
|
11.1K
$469K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-125- 0.73% |
$5.05K - $5.27K
|
17K
$722K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-151- 1.33% |
$6.1K - $6.36K
|
11.2K
$475K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-185- 0.49% |
$7.47K - $7.79K
|
37.7K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-209- 0.82% |
$8.44K - $8.8K
|
25.3K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-300- 0.94% |
$12.1K - $12.6K
|
31.6K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-300- 1.46% |
$12.1K - $12.6K
|
20.2K
$858K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-349- 2.39% |
$14.1K - $14.7K
|
14.3K
$604K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-350- 1.65% |
$14.1K - $14.7K
|
20.9K
$886K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-558- 0.41% |
$22.5K - $23.5K
|
135K
$5.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-664- 1.26% |
$26.8K - $28K
|
51.9K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1K- 6.21% |
$40.4K - $42.1K
|
15.1K
$641K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.07K- 27.6% |
$43.2K - $45K
|
2.8K
$119K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.3K- 2.98% |
$52.5K - $54.8K
|
42.4K
$1.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.67K- 11.35% |
$108K - $112K
|
20.8K
$884K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.06K- 3.84% |
$124K - $129K
|
76.7K
$3.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.49K- 9.08% |
$181K - $189K
|
45K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.56K- 10.58% |
$184K - $192K
|
38.5K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.79K- 4.97% |
$193K - $202K
|
91.6K
$3.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.32K- 50.52% |
$215K - $224K
|
5.21K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.4K- 17.38% |
$1.59M - $1.66M
|
187K
$7.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.41M- 94.48% |
$56.9M - $59.3M
|
82.3K
$3.49M
|