Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
37.3K+ 404.22% |
$1.22M - $1.37M
|
46.5K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
25.4K+ 145.24% |
$832K - $933K
|
42.8K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
24.4K+ 28.01% |
$801K - $898K
|
112K
$4.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.2KNew |
$695K - $779K
|
21.2K
$812K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14K+ 7.4% |
$460K - $516K
|
203K
$7.79M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 21.87% |
$419K - $470K
|
71.3K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.56KNew |
$313K - $351K
|
9.56K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.02K+ 44.34% |
$296K - $332K
|
29.4K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.64KNew |
$251K - $281K
|
7.64K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.05KNew |
$199K - $223K
|
6.05K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.75KNew |
$188K - $211K
|
5.75K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65KNew |
$185K - $208K
|
5.65K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
5.59KNew |
$183K - $205K
|
5.59K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.48K+ 8.3% |
$147K - $165K
|
58.5K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.25KNew |
$107K - $120K
|
3.25K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.25KNew |
$107K - $120K
|
3.25K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.13K+ 0.88% |
$102K - $115K
|
359K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 7.5% |
$99.5K - $112K
|
43.5K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.96K+ 13.22% |
$97.2K - $109K
|
25.4K
$973K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.49K+ 5.53% |
$81.6K - $91.5K
|
47.5K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.78KNew |
$58.3K - $65.4K
|
1.78K
$68.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.4K+ 2.71% |
$45.9K - $51.5K
|
53K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.31K+ 1136.52% |
$42.9K - $48.1K
|
1.42K
$54.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 47.57% |
$41K - $46K
|
3.88K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.14K+ 32.86% |
$37.2K - $41.8K
|
4.59K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 10.22% |
$32.8K - $36.8K
|
10.8K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
994+ 31.79% |
$32.6K - $36.6K
|
4.12K
$158K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
796+ 1.3% |
$26.1K - $29.3K
|
61.9K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
687+ 3.84% |
$22.5K - $25.3K
|
18.6K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
582+ 52.15% |
$19.1K - $21.4K
|
1.7K
$65.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.0% |
$32.8 - $36.8
|
21.8K
$834K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-26- 0.06% |
$853 - $956
|
45K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-73- 0.12% |
$2.39K - $2.68K
|
63.4K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-74- 0.47% |
$2.43K - $2.72K
|
15.8K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 33.43% |
$3.97K - $4.45K
|
241
$9.24K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-140- 0.55% |
$4.59K - $5.15K
|
25.1K
$963K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-421- 1.12% |
$13.8K - $15.5K
|
37.1K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-500- 83.33% |
$16.4K - $18.4K
|
100
$3.83K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-762- 1.4% |
$25K - $28K
|
53.6K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-762- 8.15% |
$25K - $28K
|
8.59K
$329K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-842- 4.34% |
$27.6K - $31K
|
18.6K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-894- 50.17% |
$29.3K - $32.9K
|
888
$34K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 11.58% |
$33.2K - $37.3K
|
7.74K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 0.32% |
$33.8K - $37.9K
|
326K
$12.5M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.11K- 7.22% |
$36.4K - $40.8K
|
14.2K
$546K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.34K- 3.7% |
$44K - $49.4K
|
34.9K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.44K- 2.95% |
$47.2K - $52.9K
|
47.4K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 9.88% |
$48.1K - $54K
|
13.4K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.87K- 15.09% |
$61.4K - $68.9K
|
10.5K
$404K
|