Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUL) 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 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
75.4KNew |
$2.37M - $2.77M
|
75.4K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.3KNew |
$1.71M - $2M
|
54.3K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
40.1K+ 19.49% |
$1.26M - $1.47M
|
246K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26K+ 144.95% |
$818K - $957K
|
44K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25K+ 28.33% |
$785K - $918K
|
113K
$4.29M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.6K+ 5.98% |
$458K - $536K
|
258K
$9.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
14.2KNew |
$445K - $521K
|
14.2K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 4.95% |
$387K - $453K
|
261K
$9.89M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.2KNew |
$382K - $447K
|
12.2K
$461K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.1KNew |
$380K - $444K
|
12.1K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.03K+ 3.41% |
$284K - $332K
|
274K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.62K+ 2.77% |
$271K - $317K
|
320K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.29K+ 35.42% |
$261K - $305K
|
31.7K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.21KNew |
$227K - $265K
|
7.21K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.41K+ 10.96% |
$201K - $236K
|
64.9K
$2.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.32KNew |
$199K - $232K
|
6.32K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.72KNew |
$180K - $210K
|
5.72K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.88K+ 18.45% |
$153K - $179K
|
31.3K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.7K+ 3.54% |
$148K - $173K
|
138K
$5.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4K+ 16.83% |
$126K - $147K
|
27.8K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.36K+ 38.11% |
$106K - $124K
|
12.2K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2.68K+ 22.44% |
$84.1K - $98.5K
|
14.6K
$553K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92K+ 78.45% |
$60.3K - $70.6K
|
4.37K
$165K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.61K+ 6.26% |
$50.6K - $59.2K
|
27.3K
$1.04M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.32KNew |
$41.6K - $48.7K
|
1.32K
$50.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.18K+ 1213.4% |
$37K - $43.3K
|
1.27K
$48.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08K+ 43.34% |
$34K - $39.8K
|
3.58K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01K+ 55.28% |
$31.8K - $37.2K
|
2.84K
$108K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1K+ 3.27% |
$31.4K - $36.8K
|
31.6K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
470+ 8.85% |
$14.8K - $17.3K
|
5.78K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4+ 0.02% |
$126 - $147
|
20.7K
$784K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6- 0.02% |
$189 - $221
|
26.5K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-8- 0.12% |
$252 - $294
|
6.61K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 0.91% |
$2.3K - $2.69K
|
7.99K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-106- 0.23% |
$3.33K - $3.9K
|
45K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-120- 25.86% |
$3.77K - $4.41K
|
344
$13K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-336- 2.46% |
$10.6K - $12.4K
|
13.3K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-716- 1.4% |
$22.5K - $26.3K
|
50.6K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-856- 6.61% |
$26.9K - $31.5K
|
12.1K
$459K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.95% |
$33.4K - $39.1K
|
25.9K
$980K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 9.77% |
$36K - $42.1K
|
10.6K
$401K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.16K- 7.37% |
$36.4K - $42.6K
|
14.6K
$552K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.49K- 3.59% |
$46.8K - $54.7K
|
40K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.92K- 5.21% |
$60.4K - $70.7K
|
35K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.94K- 27.21% |
$60.9K - $71.3K
|
5.19K
$197K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.16K- 20.78% |
$67.8K - $79.4K
|
8.22K
$312K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.38K- 1.06% |
$106K - $124K
|
316K
$12M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.48K- 18.95% |
$109K - $128K
|
14.9K
$564K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 24.17% |
$116K - $136K
|
11.6K
$439K
|