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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-750- 1.38% |
$24.6K - $27.3K
|
53.7K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
16.9KNew |
$553K - $615K
|
16.9K
$615K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3K- 10.28% |
$98.3K - $109K
|
26.2K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-825- 3.13% |
$27K - $30.1K
|
25.5K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-487- 6.66% |
$16K - $17.7K
|
6.82K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.7K+ 17.96% |
$677K - $753K
|
136K
$4.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 1.11% |
$1.64K - $1.82K
|
4.55K
$166K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
182KNew |
$5.96M - $6.62M
|
182K
$6.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-240K- 89.2% |
$7.86M - $8.74M
|
29K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-33.5K- 15.11% |
$1.1M - $1.22M
|
188K
$6.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.5K+ 74.57% |
$1.1M - $1.22M
|
78.3K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.3K+ 13.67% |
$470K - $523K
|
119K
$4.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
377KNew |
$12.3M - $13.7M
|
377K
$13.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.62KNew |
$315K - $351K
|
9.62K
$351K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-43.5K- 33.79% |
$1.43M - $1.59M
|
85.3K
$3.11M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27.3K+ 281.3% |
$930K - $982K
|
37K
$1.35M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.69KNew |
$228K - $241K
|
6.69K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101K+ 355.32% |
$3.45M - $3.64M
|
130K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.15KNew |
$73.3K - $77.4K
|
2.15K
$78.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.2K- 60.75% |
$926K - $978K
|
17.6K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$367K - $387K
|
10.8K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
678K+ 247.85% |
$23.1M - $24.4M
|
951K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.87K+ 90.98% |
$268K - $283K
|
16.5K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 3.72% |
$65.2K - $68.8K
|
49.6K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.2KNew |
$415K - $438K
|
12.2K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63.7KNew |
$2.17M - $2.29M
|
63.7K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.5K+ 6.22% |
$256K - $270K
|
128K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.96K- 13.15% |
$135K - $142K
|
26.1K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-30.4K- 72.04% |
$1.04M - $1.09M
|
11.8K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.9KNew |
$1.05M - $1.11M
|
30.9K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
41KNew |
$1.4M - $1.47M
|
41K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-85- 0.91% |
$2.9K - $3.06K
|
9.23K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
359K+ 1357.72% |
$12.2M - $12.9M
|
385K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.15KNew |
$73.3K - $77.4K
|
2.15K
$78.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 13.5% |
$47.2K - $49.9K
|
8.88K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16.6K+ 21.23% |
$565K - $597K
|
94.7K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.6K+ 15.11% |
$565K - $597K
|
126K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-7.79K- 56.25% |
$265K - $280K
|
6.06K
$221K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44K+ 181.75% |
$1.5M - $1.58M
|
68.2K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.4KNew |
$969K - $1.02M
|
28.4K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251K+ 201.24% |
$8.57M - $9.05M
|
376K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.18KNew |
$211K - $222K
|
6.18K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.23K+ 0.75% |
$41.9K - $44.2K
|
164K
$5.99M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
623KNew |
$21.2M - $22.4M
|
623K
$22.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
249KNew |
$8.48M - $8.95M
|
249K
$9.07M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
129KNew |
$4.41M - $4.66M
|
129K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-477- 3.72% |
$16.3K - $17.2K
|
12.4K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
205+ 2.92% |
$6.99K - $7.38K
|
7.23K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.1KNew |
$344K - $363K
|
10.1K
$367K
|
|