Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN) 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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
105KNew |
$3.22M - $3.73M
|
105K
$3.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.4K+ 253.84% |
$1.3M - $1.51M
|
59.1K
$2.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.3KNew |
$1.05M - $1.22M
|
34.3K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
32.8K+ 150.91% |
$1.01M - $1.17M
|
54.5K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$904K - $1.05M
|
29.4K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
26.1K+ 72.75% |
$803K - $930K
|
62K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.6KNew |
$632K - $732K
|
20.6K
$742K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17K+ 8.27% |
$523K - $605K
|
222K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 35.02% |
$460K - $532K
|
57.6K
$2.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14.2KNew |
$436K - $505K
|
14.2K
$512K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5K+ 9.0% |
$384K - $445K
|
151K
$5.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.85KNew |
$303K - $351K
|
9.85K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$195K - $226K
|
6.34K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.69KNew |
$175K - $203K
|
5.69K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.9K+ 175.82% |
$151K - $175K
|
7.69K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.46KNew |
$137K - $159K
|
4.46K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 20.0% |
$130K - $151K
|
25.4K
$917K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.59K+ 2.34% |
$110K - $128K
|
157K
$5.65M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.26K+ 10.34% |
$100K - $116K
|
34.7K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.95K+ 11.26% |
$90.7K - $105K
|
29.1K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.7K+ 12.34% |
$83.1K - $96.2K
|
24.6K
$887K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.67K+ 10.23% |
$82.2K - $95.2K
|
28.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.58K+ 26.27% |
$79.4K - $91.9K
|
12.4K
$447K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.39K+ 16.3% |
$73.7K - $85.3K
|
17.1K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 6.08% |
$44.6K - $51.7K
|
25.3K
$913K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 19.17% |
$39.9K - $46.2K
|
8.06K
$291K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.2KNew |
$36.9K - $42.7K
|
1.2K
$43.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 6.59% |
$35.4K - $41K
|
18.6K
$671K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
715New |
$22K - $25.5K
|
715
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76+ 0.26% |
$2.34K - $2.71K
|
29.5K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-9- 0.07% |
$277 - $321
|
13K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 0.36% |
$1.35K - $1.57K
|
12.1K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-369- 11.96% |
$11.4K - $13.1K
|
2.72K
$98K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-917- 6.61% |
$28.2K - $32.7K
|
13K
$467K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.15K- 3.28% |
$35.4K - $41K
|
34K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.54K- 34.55% |
$47.3K - $54.7K
|
2.91K
$105K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.88K- 46.18% |
$57.7K - $66.8K
|
2.19K
$78.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 21.16% |
$60K - $69.5K
|
7.27K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.72K- 45.6% |
$145K - $168K
|
5.63K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.46K- 5.41% |
$199K - $230K
|
113K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.8K- 39.25% |
$332K - $384K
|
16.7K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26K- 62.97% |
$799K - $925K
|
15.3K
$551K
|