Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
377KNew |
$12.3M - $13.7M
|
377K
$14.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
249K+ 556.44% |
$8.15M - $9.06M
|
293K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
182KNew |
$5.96M - $6.62M
|
182K
$6.91M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 259.71% |
$4.95M - $5.51M
|
209K
$7.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
138K+ 862.91% |
$4.51M - $5.02M
|
154K
$5.84M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.9K+ 128.86% |
$2.88M - $3.2M
|
156K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
75.9K+ 19.72% |
$2.49M - $2.77M
|
461K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57.2K+ 22.98% |
$1.87M - $2.08M
|
306K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.7KNew |
$1.69M - $1.88M
|
51.7K
$1.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48K+ 258.15% |
$1.57M - $1.75M
|
66.6K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44.1KNew |
$1.44M - $1.61M
|
44.1K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.8KNew |
$1.17M - $1.31M
|
35.8K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34.8K+ 26.0% |
$1.14M - $1.27M
|
169K
$6.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
33.9K+ 1.43% |
$1.11M - $1.23M
|
2.4M
$91.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.5K+ 74.57% |
$1.1M - $1.22M
|
78.3K
$2.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.3K+ 8.85% |
$1.09M - $1.21M
|
410K
$15.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.6KNew |
$1M - $1.12M
|
30.6K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
25.6KNew |
$838K - $932K
|
25.6K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$788K - $876K
|
24K
$915K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 92.75% |
$772K - $858K
|
48.9K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.3KNew |
$698K - $777K
|
21.3K
$811K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.7K+ 17.96% |
$677K - $753K
|
136K
$5.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 136.86% |
$657K - $730K
|
34.7K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.8KNew |
$615K - $684K
|
18.8K
$714K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.4KNew |
$603K - $671K
|
18.4K
$700K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
16.9KNew |
$553K - $615K
|
16.9K
$642K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
16KNew |
$525K - $584K
|
16K
$610K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.3KNew |
$501K - $557K
|
15.3K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.3K+ 13.67% |
$470K - $523K
|
119K
$4.54M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.4KNew |
$440K - $489K
|
13.4K
$510K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.7K+ 10.08% |
$417K - $464K
|
139K
$5.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.4K+ 30.93% |
$375K - $417K
|
48.4K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.62KNew |
$315K - $351K
|
9.62K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
8.48K+ 215.53% |
$278K - $309K
|
12.4K
$472K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.35KNew |
$274K - $304K
|
8.35K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.32KNew |
$273K - $303K
|
8.32K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.53KNew |
$247K - $274K
|
7.53K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.52KNew |
$246K - $274K
|
7.52K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.32KNew |
$240K - $267K
|
7.32K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.91K+ 0.73% |
$227K - $252K
|
958K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.23KNew |
$204K - $227K
|
6.23K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.76K+ 29.45% |
$189K - $210K
|
25.3K
$963K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.75K+ 12.95% |
$188K - $210K
|
50.2K
$1.91M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.29KNew |
$173K - $193K
|
5.29K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.16K+ 38.95% |
$169K - $188K
|
18.4K
$700K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.1K+ 87.28% |
$167K - $186K
|
11K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.89KNew |
$160K - $178K
|
4.89K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.23K+ 13.71% |
$139K - $154K
|
35.1K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.23K+ 2.52% |
$106K - $118K
|
131K
$5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.44K+ 33.73% |
$80K - $88.9K
|
9.67K
$368K
|