Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UDEC)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
98.3KNew |
$3.57M - $3.77M
|
98.3K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
98.3KNew |
$3.57M - $3.77M
|
98.3K
$3.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45.9KNew |
$1.67M - $1.76M
|
45.9K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.8KNew |
$865K - $913K
|
23.8K
$926K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
20.8KNew |
$755K - $797K
|
20.8K
$808K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.2K+ 6.6% |
$735K - $775K
|
326K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.4K+ 38.76% |
$707K - $746K
|
69.6K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.1KNew |
$512K - $540K
|
14.1K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.1KNew |
$512K - $540K
|
14.1K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.67K+ 63.18% |
$352K - $371K
|
25K
$971K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.15K+ 73.98% |
$224K - $236K
|
14.5K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.11K+ 97.99% |
$222K - $234K
|
12.3K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
5.28KNew |
$192K - $203K
|
5.28K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.22KNew |
$190K - $200K
|
5.22K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.16K+ 61.78% |
$188K - $198K
|
13.5K
$525K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.48KNew |
$163K - $172K
|
4.48K
$174K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94K+ 189.2% |
$107K - $113K
|
4.5K
$175K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 6.1% |
$62.6K - $66K
|
29.9K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 1.35% |
$40.3K - $42.5K
|
82.8K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
825+ 3.23% |
$30K - $31.7K
|
26.4K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
628+ 1.28% |
$22.8K - $24.1K
|
49.6K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
529+ 3.94% |
$19.2K - $20.3K
|
13.9K
$542K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
430+ 2.62% |
$15.6K - $16.5K
|
16.8K
$654K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
404+ 0.61% |
$14.7K - $15.5K
|
67K
$2.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
400New |
$14.5K - $15.3K
|
400
$15.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
223+ 11.52% |
$8.11K - $8.56K
|
2.16K
$84K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
142New |
$5.16K - $5.45K
|
142
$5.53K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.02% |
$109 - $115
|
17.3K
$675K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.7KNew |
$1.69M - $1.88M
|
51.7K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
25.6KNew |
$838K - $932K
|
25.6K
$995K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 136.86% |
$657K - $730K
|
34.7K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.8KNew |
$615K - $684K
|
18.8K
$731K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.4KNew |
$603K - $671K
|
18.4K
$716K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
16.9KNew |
$553K - $615K
|
16.9K
$657K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.62KNew |
$315K - $351K
|
9.62K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.53KNew |
$247K - $274K
|
7.53K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.52KNew |
$246K - $274K
|
7.52K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.32KNew |
$240K - $267K
|
7.32K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.91K+ 0.73% |
$227K - $252K
|
958K
$37.3M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.29KNew |
$173K - $193K
|
5.29K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.1K+ 87.28% |
$167K - $186K
|
11K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 48.84% |
$34.4K - $38.3K
|
3.2K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.04K+ 17.39% |
$34.1K - $37.9K
|
7.03K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
673New |
$22.1K - $24.5K
|
673
$26.2K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
607+ 0.51% |
$19.9K - $22.1K
|
119K
$4.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
414+ 4.66% |
$13.6K - $15.1K
|
9.29K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
380New |
$12.5K - $13.8K
|
380
$14.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 1.11% |
$1.64K - $1.82K
|
4.55K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
623KNew |
$21.2M - $22.4M
|
623K
$24.2M
|
|