Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
715K+ 82.04% |
$24.5M - $25.8M
|
1.59M
$57M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
672K+ 243.85% |
$23M - $24.3M
|
948K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.1K+ 702.12% |
$3.29M - $3.47M
|
110K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63.5KNew |
$2.18M - $2.29M
|
63.5K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.3K+ 523.85% |
$1.55M - $1.64M
|
54K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
43.3K+ 98.85% |
$1.49M - $1.57M
|
87.2K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.8K+ 246.71% |
$885K - $932K
|
36.3K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$697K - $735K
|
20.3K
$731K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19.1K+ 59.06% |
$656K - $691K
|
51.6K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.5KNew |
$599K - $631K
|
17.5K
$627K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9K+ 8.55% |
$511K - $539K
|
189K
$6.8M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 117.44% |
$362K - $382K
|
19.6K
$703K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$344K - $362K
|
10K
$360K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.09K+ 119.61% |
$277K - $292K
|
14.8K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.66K+ 60.48% |
$228K - $241K
|
17.7K
$635K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$208K - $219K
|
6.07K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.44K+ 93.03% |
$152K - $160K
|
9.22K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.95K+ 64.53% |
$101K - $107K
|
7.53K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.86K+ 1.73% |
$97.9K - $103K
|
168K
$6.03M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
831+ 5.72% |
$28.5K - $30K
|
15.4K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
456+ 1.02% |
$15.6K - $16.5K
|
45K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
437+ 0.72% |
$15K - $15.8K
|
61.1K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
259+ 1.47% |
$8.88K - $9.36K
|
17.9K
$643K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
140+ 4.22% |
$4.8K - $5.06K
|
3.46K
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118+ 1.27% |
$4.05K - $4.26K
|
9.42K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
115New |
$3.94K - $4.15K
|
115
$4.13K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.23% |
$1.23K - $1.3K
|
15.9K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
17+ 0.04% |
$583 - $614
|
45K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.03% |
$309 - $325
|
27.5K
$989K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.05% |
$823 - $867
|
48.8K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 0.36% |
$2.4K - $2.53K
|
19.4K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-245- 12.09% |
$8.4K - $8.85K
|
1.78K
$64K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-250- 2.79% |
$8.57K - $9.03K
|
8.73K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-282- 4.47% |
$9.67K - $10.2K
|
6.03K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-670Closed |
$23K - $24.2K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-705- 2.71% |
$24.2K - $25.5K
|
25.4K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-811- 3.11% |
$27.8K - $29.3K
|
25.3K
$908K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 9.27% |
$34.3K - $36.1K
|
9.79K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.65K- 1.86% |
$56.6K - $59.6K
|
86.9K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.84K- 7.56% |
$62.9K - $66.3K
|
22.4K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 18.69% |
$69K - $72.7K
|
8.76K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.09K- 3.66% |
$71.6K - $75.5K
|
55K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 22.25% |
$73.8K - $77.7K
|
7.52K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 0.82% |
$92.8K - $97.8K
|
327K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.98K- 15.48% |
$137K - $144K
|
21.8K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.15K- 6.07% |
$177K - $186K
|
79.7K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.71K- 16.64% |
$196K - $206K
|
28.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.9K- 40.35% |
$202K - $213K
|
8.71K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.83K- 35.49% |
$234K - $247K
|
12.4K
$446K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-7.97K- 8.68% |
$273K - $288K
|
83.9K
$3.01M
|