Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.5K- 10.33% |
$49.1K - $54.6K
|
13K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.32KNew |
$240K - $267K
|
7.32K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-853- 10.86% |
$28K - $31.1K
|
7.01K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.91K+ 0.73% |
$227K - $252K
|
958K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-513- 1.96% |
$16.8K - $18.7K
|
25.6K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-217- 1.24% |
$7.11K - $7.91K
|
17.3K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 48.84% |
$34.4K - $38.3K
|
3.2K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.89KNew |
$160K - $178K
|
4.89K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.3KNew |
$698K - $777K
|
21.3K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$788K - $876K
|
24K
$894K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
131+ 0.26% |
$4.29K - $4.77K
|
49.7K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 14.17% |
$602K - $669K
|
111K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.23K+ 13.71% |
$139K - $154K
|
35.1K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.23K+ 2.52% |
$106K - $118K
|
131K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
75.9K+ 19.72% |
$2.49M - $2.77M
|
461K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.25K- 20.7% |
$172K - $191K
|
20.1K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.7KNew |
$1.69M - $1.88M
|
51.7K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.32KNew |
$273K - $303K
|
8.32K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-225- 0.79% |
$7.37K - $8.2K
|
28.2K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.23KNew |
$204K - $227K
|
6.23K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72K- 55.29% |
$2.36M - $2.62M
|
58.2K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34.8K+ 26.0% |
$1.14M - $1.27M
|
169K
$6.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.94KNew |
$63.4K - $70.5K
|
1.94K
$71.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.16K+ 38.95% |
$169K - $188K
|
18.4K
$684K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
414+ 4.66% |
$13.6K - $15.1K
|
9.29K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
8.48K+ 215.53% |
$278K - $309K
|
12.4K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 92.75% |
$772K - $858K
|
48.9K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-6.03K- 39.82% |
$198K - $220K
|
9.11K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
673New |
$22.1K - $24.5K
|
673
$25K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
975+ 16.1% |
$32K - $35.5K
|
7.03K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 48.84% |
$34.4K - $38.3K
|
3.2K
$119K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.9K+ 128.86% |
$2.88M - $3.2M
|
156K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.52KNew |
$246K - $274K
|
7.52K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.8KNew |
$615K - $684K
|
18.8K
$698K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.04K+ 17.39% |
$34.1K - $37.9K
|
7.03K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.26K- 11.29% |
$74.1K - $82.4K
|
17.8K
$660K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
138K+ 862.91% |
$4.51M - $5.02M
|
154K
$5.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 136.86% |
$657K - $730K
|
34.7K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.75K+ 12.95% |
$188K - $210K
|
50.2K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.8KNew |
$1.17M - $1.31M
|
35.8K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-41.4K- 25.22% |
$1.36M - $1.51M
|
123K
$4.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.6KNew |
$1M - $1.12M
|
30.6K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-960- 8.29% |
$31.5K - $35K
|
10.6K
$395K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
25.6KNew |
$838K - $932K
|
25.6K
$950K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.3K+ 8.85% |
$1.09M - $1.21M
|
410K
$15.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
16KNew |
$525K - $584K
|
16K
$596K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.49K- 13.18% |
$81.5K - $90.6K
|
16.4K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.23K- 3.65% |
$106K - $118K
|
85.3K
$3.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
719+ 10.55% |
$23.6K - $26.2K
|
7.53K
$280K
|