Purchases and Sales Made in Q3 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 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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.52M+ 1213.05% |
$57M - $59.9M
|
1.65M
$64.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
49.7K+ 562.91% |
$1.86M - $1.95M
|
58.5K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.2KNew |
$717K - $754K
|
19.2K
$750K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
17.7KNew |
$663K - $697K
|
17.7K
$694K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.9K+ 31.79% |
$481K - $506K
|
53.3K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6K+ 8.44% |
$435K - $457K
|
149K
$5.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6KNew |
$396K - $417K
|
10.6K
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 6.51% |
$372K - $391K
|
163K
$6.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.74K+ 7.63% |
$364K - $383K
|
137K
$5.38M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.6KNew |
$322K - $338K
|
8.6K
$337K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.21K+ 5.81% |
$270K - $283K
|
131K
$5.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
7.19KNew |
$269K - $283K
|
7.19K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.02KNew |
$263K - $276K
|
7.02K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.01KNew |
$262K - $276K
|
7.01K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.99KNew |
$224K - $235K
|
5.99K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.65KNew |
$211K - $222K
|
5.65K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.47KNew |
$205K - $215K
|
5.47K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.87K+ 130.19% |
$145K - $152K
|
6.84K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 6.45% |
$117K - $123K
|
51.7K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.25K+ 28.75% |
$84.3K - $88.6K
|
10.1K
$395K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.08K+ 28.2% |
$77.7K - $81.6K
|
9.44K
$370K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
695+ 9.46% |
$26K - $27.3K
|
8.04K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
330+ 187.5% |
$12.3K - $13K
|
506
$19.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
300+ 2.88% |
$11.2K - $11.8K
|
10.7K
$420K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.11% |
$374 - $393
|
894
$35K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-190- 2.34% |
$7.11K - $7.47K
|
7.91K
$310K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-271- 2.19% |
$10.1K - $10.7K
|
12.1K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-366- 1.34% |
$13.7K - $14.4K
|
27K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.33K- 17.18% |
$49.6K - $52.1K
|
6.39K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 21.7% |
$57K - $59.9K
|
5.5K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3K- 9.98% |
$112K - $118K
|
27.1K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.38K- 22.85% |
$164K - $172K
|
14.8K
$579K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.28K- 25.27% |
$235K - $247K
|
18.6K
$726K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12.8K- 18.09% |
$480K - $505K
|
58.1K
$2.28M
|