Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
5.5KNew |
$180K - $206K
|
5.5K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 0.52% |
$3.27K - $3.74K
|
19.2K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.4% |
$3.27K - $3.74K
|
24.8K
$930K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-573- 3.97% |
$18.7K - $21.4K
|
13.9K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.54K- 3.67% |
$50.3K - $57.6K
|
40.5K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.66K- 19.08% |
$54.1K - $62K
|
7.03K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4K- 17.71% |
$131K - $150K
|
18.6K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.48K- 27.85% |
$146K - $168K
|
11.6K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.8K- 8.45% |
$385K - $441K
|
128K
$4.78M
|