Purchases and Sales Made in Q3 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 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
|
- |
26KNew |
$959K - $1M
|
26K
$997K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.7K+ 37.8% |
$799K - $833K
|
79.1K
$3.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
14.4K+ 30.3% |
$529K - $552K
|
61.8K
$2.37M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13K+ 6.39% |
$479K - $499K
|
216K
$8.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.6KNew |
$391K - $408K
|
10.6K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.13K+ 117.69% |
$262K - $274K
|
13.2K
$505K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 39.0% |
$135K - $141K
|
13.1K
$502K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$60.4K - $63K
|
1.64K
$62.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
876+ 0.79% |
$32.3K - $33.7K
|
112K
$4.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
498+ 10.84% |
$18.3K - $19.1K
|
5.09K
$195K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
276+ 1.74% |
$10.2K - $10.6K
|
16.1K
$617K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-90- 0.41% |
$3.31K - $3.46K
|
21.7K
$830K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-316- 4.2% |
$11.6K - $12.1K
|
7.2K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.61K- 21.81% |
$59.3K - $61.9K
|
5.78K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.96K- 10.56% |
$72.3K - $75.5K
|
16.6K
$637K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.09K- 1.87% |
$224K - $234K
|
320K
$12.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-7.76K- 11.7% |
$286K - $298K
|
58.6K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.7K- 52.51% |
$543K - $567K
|
13.3K
$511K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-121K- 94.93% |
$4.47M - $4.66M
|
6.49K
$249K
|