Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAPR) 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 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
250New |
$7.09K - $7.83K
|
250
$8.01K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
177New |
$5.02K - $5.54K
|
177
$5.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$142 - $157
|
8.12K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-48- 0.76% |
$1.36K - $1.5K
|
6.28K
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 3.22% |
$1.42K - $1.57K
|
1.5K
$48.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-154- 0.17% |
$4.37K - $4.82K
|
89.4K
$2.87M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-367- 1.97% |
$10.4K - $11.5K
|
18.3K
$586K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-756- 6.45% |
$21.4K - $23.7K
|
11K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1K- 8.24% |
$28.4K - $31.3K
|
11.1K
$357K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.03K- 5.95% |
$29.1K - $32.1K
|
16.2K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.21K- 2.45% |
$34.3K - $37.9K
|
48.1K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 2.27% |
$35.2K - $38.8K
|
53.4K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 13.09% |
$37.6K - $41.5K
|
8.81K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.38K- 0.73% |
$39K - $43.1K
|
187K
$6M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.72K- 1.59% |
$48.7K - $53.8K
|
106K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.88K- 42.08% |
$53.4K - $59K
|
2.59K
$83.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.01K- 15.66% |
$56.9K - $62.8K
|
10.8K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.37K- 0.84% |
$67.2K - $74.2K
|
281K
$8.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.59K- 23.79% |
$73.3K - $80.9K
|
8.28K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.74K- 23.7% |
$77.8K - $85.9K
|
8.83K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.79K- 11.22% |
$79.2K - $87.4K
|
22.1K
$708K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.04K- 76.86% |
$115K - $126K
|
1.22K
$39K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.95K- 24.3% |
$169K - $186K
|
18.5K
$594K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-13.1K- 86.49% |
$373K - $411K
|
2.05K
$65.8K
|