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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.41M+ 147.83% |
$48.1M - $50.8M
|
2.37M
$83.8M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
678K+ 247.85% |
$23.1M - $24.4M
|
951K
$33.7M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
623KNew |
$21.2M - $22.4M
|
623K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
359K+ 1357.72% |
$12.2M - $12.9M
|
385K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251K+ 201.24% |
$8.57M - $9.05M
|
376K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
249KNew |
$8.48M - $8.95M
|
249K
$8.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
222KNew |
$7.56M - $7.99M
|
222K
$7.85M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
129KNew |
$4.41M - $4.66M
|
129K
$4.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
129KNew |
$4.39M - $4.63M
|
129K
$4.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
109K+ 428.33% |
$3.7M - $3.91M
|
134K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
105KNew |
$3.58M - $3.78M
|
105K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101K+ 355.32% |
$3.45M - $3.64M
|
130K
$4.59M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
88KNew |
$3M - $3.17M
|
88K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.8K+ 180.37% |
$2.86M - $3.02M
|
130K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63.7KNew |
$2.17M - $2.29M
|
63.7K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44K+ 181.75% |
$1.5M - $1.58M
|
68.2K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
41KNew |
$1.4M - $1.47M
|
41K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
40.9K+ 401.2% |
$1.39M - $1.47M
|
51.1K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
39.9K+ 53.16% |
$1.36M - $1.44M
|
115K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.9KNew |
$1.05M - $1.11M
|
30.9K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30.1K+ 54.87% |
$1.03M - $1.08M
|
85K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
29.2KNew |
$994K - $1.05M
|
29.2K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.4KNew |
$969K - $1.02M
|
28.4K
$1.01M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27.3K+ 281.3% |
$930K - $982K
|
37K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
18.5KNew |
$631K - $667K
|
18.5K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.2KNew |
$586K - $619K
|
17.2K
$609K
|
|
|
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
$4.47M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16.6K+ 21.23% |
$565K - $597K
|
94.7K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 50.12% |
$509K - $537K
|
44.7K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6KNew |
$499K - $527K
|
14.6K
$518K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5KNew |
$494K - $522K
|
14.5K
$513K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 4.84% |
$423K - $447K
|
269K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.2KNew |
$415K - $438K
|
12.2K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.6KNew |
$395K - $417K
|
11.6K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$367K - $387K
|
10.8K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.7K+ 121.58% |
$366K - $386K
|
19.6K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.1KNew |
$344K - $363K
|
10.1K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.59K+ 150.59% |
$327K - $345K
|
16K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.87K+ 90.98% |
$268K - $283K
|
16.5K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.6K+ 20.64% |
$259K - $273K
|
44.4K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.5K+ 6.22% |
$256K - $270K
|
128K
$4.53M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.69KNew |
$228K - $241K
|
6.69K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.18KNew |
$211K - $222K
|
6.18K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.99KNew |
$204K - $215K
|
5.99K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.87KNew |
$200K - $211K
|
5.87K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.85KNew |
$199K - $210K
|
5.85K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.12KNew |
$175K - $184K
|
5.12K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.04K+ 37.23% |
$172K - $182K
|
18.6K
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$153K - $162K
|
4.5K
$159K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.41K+ 51.51% |
$150K - $159K
|
13K
$459K
|