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 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 48.04% |
$377K - $397K
|
11.9K
$427K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.2K- 30.59% |
$486K - $512K
|
32.1K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.3K- 4.37% |
$558K - $588K
|
356K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-46.7K- 46.22% |
$1.6M - $1.69M
|
54.3K
$1.95M
|