Envestnet Asset Management Inc Innovator U.S. Equity Ultra Bu Transaction History

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025

A detailed history of Envestnet Asset Management Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Envestnet Asset Management Inc holds 68,698 shares of UOCT stock, worth $2.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
68,698
Previous 49,626 38.43%
Holding current value
$2.65 Million
Previous $1.83 Million 44.66%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$36.83 - $38.43 $702,421 - $732,936
19,072 Added 38.43%
68,698 $2.64 Million
Q2 2025

Jul 31, 2025
SELL
$32.79 - $36.78 $175,328 - $196,662
-5,347 Reduced 9.73%
49,626 $1.83 Million
Q1 2025

Apr 29, 2025
SELL
$34.28 - $36.12 $71,610 - $75,454
-2,089 Reduced 3.66%
54,973 $1.9 Million
Q4 2024

Feb 12, 2025
BUY
$34.64 - $35.72 $1.35 Million - $1.39 Million
38,898 Added 214.15%
57,062 $2.01 Million
Q3 2024

Nov 06, 2024
SELL
$33.87 - $34.82 $3,353 - $3,447
-99 Reduced 0.54%
18,164 $632,000
Q2 2024

Aug 08, 2024
BUY
$33.17 - $34.27 $13,467 - $13,913
406 Added 2.27%
18,263 $625,000
Q1 2024

May 13, 2024
BUY
$32.15 - $33.59 $9,387 - $9,808
292 Added 1.66%
17,857 $599,000
Q4 2023

Feb 13, 2024
BUY
$29.9 - $32.38 $525,193 - $568,754
17,565 New
17,565 $568,000
Q2 2023

Aug 04, 2023
SELL
$28.53 - $29.87 $18,858 - $19,744
-661 Reduced 3.28%
19,511 $582,000
Q1 2023

May 11, 2023
SELL
$27.18 - $28.52 $51,152 - $53,674
-1,882 Reduced 8.53%
20,172 $575,000
Q4 2022

Feb 07, 2023
BUY
$26.08 - $27.7 $575,168 - $610,895
22,054 New
22,054 $601,000
Q1 2021

May 04, 2021
SELL
$26.67 - $27.28 $219,467 - $224,487
-8,229 Closed
0 $0
Q4 2020

Feb 02, 2021
BUY
$25.74 - $26.95 $9,472 - $9,917
368 Added 4.68%
8,229 $222,000
Q3 2020

Oct 09, 2020
BUY
$24.97 - $25.97 $196,289 - $204,150
7,861 New
7,861 $204,000
Q2 2019

Aug 02, 2019
SELL
$23.79 - $24.93 $558,494 - $585,256
-23,476 Closed
0 $0
Q1 2019

May 10, 2019
SELL
$22.8 - $24.3 $15,367 - $16,378
-674 Reduced 2.79%
23,476 $568,000
Q4 2018

Feb 13, 2019
BUY
$22.72 - $24.62 $548,688 - $594,573
24,150 New
24,150 $556,000

Others Institutions Holding UOCT

# of Institutions
73
Shares Held
2.33M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UOCT Quotes by TradingView
  • Ticker UOCT
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