Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL) 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 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
75.4KNew |
$2.37M - $2.77M
|
75.4K
$2.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
40.1K+ 19.49% |
$1.26M - $1.47M
|
246K
$9.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25K+ 28.33% |
$785K - $918K
|
113K
$4.22M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.6K+ 5.98% |
$458K - $536K
|
258K
$9.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
14.2KNew |
$445K - $521K
|
14.2K
$529K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.1KNew |
$380K - $444K
|
12.1K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.29K+ 35.42% |
$261K - $305K
|
31.7K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.21KNew |
$227K - $265K
|
7.21K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.41K+ 10.96% |
$201K - $236K
|
64.9K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.32KNew |
$199K - $232K
|
6.32K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.72KNew |
$180K - $210K
|
5.72K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.88K+ 18.45% |
$153K - $179K
|
31.3K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.7K+ 3.54% |
$148K - $173K
|
138K
$5.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.36K+ 38.11% |
$106K - $124K
|
12.2K
$454K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.61K+ 6.26% |
$50.6K - $59.2K
|
27.3K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08K+ 43.34% |
$34K - $39.8K
|
3.58K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
470+ 8.85% |
$14.8K - $17.3K
|
5.78K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4+ 0.02% |
$126 - $147
|
20.7K
$771K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-8- 0.12% |
$252 - $294
|
6.61K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 0.91% |
$2.3K - $2.69K
|
7.99K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-716- 1.4% |
$22.5K - $26.3K
|
50.6K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-856- 6.61% |
$26.9K - $31.5K
|
12.1K
$451K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.95% |
$33.4K - $39.1K
|
25.9K
$965K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 9.77% |
$36K - $42.1K
|
10.6K
$394K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.16K- 7.37% |
$36.4K - $42.6K
|
14.6K
$544K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.92K- 5.21% |
$60.4K - $70.7K
|
35K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.16K- 20.78% |
$67.8K - $79.4K
|
8.22K
$307K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 24.17% |
$116K - $136K
|
11.6K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.81K- 51.1% |
$245K - $287K
|
7.47K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.17K- 11.79% |
$257K - $301K
|
61.1K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-36.5K- 17.99% |
$1.15M - $1.34M
|
166K
$6.2M
|