Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.87K- 15.09% |
$61.4K - $68.9K
|
10.5K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.6K- 15.82% |
$413K - $464K
|
67.1K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.02K+ 44.34% |
$296K - $332K
|
29.4K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.78KNew |
$58.3K - $65.4K
|
1.78K
$66.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.25KNew |
$107K - $120K
|
3.25K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
994+ 31.79% |
$32.6K - $36.6K
|
4.12K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.57K- 17.99% |
$183K - $205K
|
25.4K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-935K- 98.66% |
$30.7M - $34.4M
|
12.7K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 15.72% |
$566K - $635K
|
92.5K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.43K- 30.74% |
$178K - $200K
|
12.2K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 11.58% |
$33.2K - $37.3K
|
7.74K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.14K+ 32.86% |
$37.2K - $41.8K
|
4.59K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
25.4K+ 145.24% |
$832K - $933K
|
42.8K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.96K+ 13.22% |
$97.2K - $109K
|
25.4K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.13K+ 0.88% |
$102K - $115K
|
359K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.48K+ 8.3% |
$147K - $165K
|
58.5K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.54K- 29.81% |
$116K - $130K
|
8.34K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.31K+ 1136.52% |
$42.9K - $48.1K
|
1.42K
$53.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 7.5% |
$99.5K - $112K
|
43.5K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-421- 1.12% |
$13.8K - $15.5K
|
37.1K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
582+ 52.15% |
$19.1K - $21.4K
|
1.7K
$63.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.49K+ 5.53% |
$81.6K - $91.5K
|
47.5K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 33.43% |
$3.97K - $4.45K
|
241
$9.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-5.55K- 31.54% |
$182K - $204K
|
12K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
37.3K+ 404.22% |
$1.22M - $1.37M
|
46.5K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-500- 83.33% |
$16.4K - $18.4K
|
100
$3.76K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 47.57% |
$41K - $46K
|
3.88K
$146K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.25KNew |
$107K - $120K
|
3.25K
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-762- 8.15% |
$25K - $28K
|
8.59K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-894- 50.17% |
$29.3K - $32.9K
|
888
$33.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.64KNew |
$251K - $281K
|
7.64K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.34K- 3.7% |
$44K - $49.4K
|
34.9K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.4K+ 2.71% |
$45.9K - $51.5K
|
53K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-40K- 23.82% |
$1.31M - $1.47M
|
128K
$4.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.2KNew |
$695K - $779K
|
21.2K
$796K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 0.32% |
$33.8K - $37.9K
|
326K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.26K- 11.42% |
$107K - $120K
|
25.3K
$952K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-74- 0.47% |
$2.43K - $2.72K
|
15.8K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14K+ 7.4% |
$460K - $516K
|
203K
$7.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.75KNew |
$188K - $211K
|
5.75K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.0% |
$32.8 - $36.8
|
21.8K
$818K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.56KNew |
$313K - $351K
|
9.56K
$359K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.35K- 9.73% |
$175K - $197K
|
49.6K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65KNew |
$185K - $208K
|
5.65K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.53M- 96.38% |
$50.1M - $56.2M
|
57.4K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
5.59KNew |
$183K - $205K
|
5.59K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
796+ 1.3% |
$26.1K - $29.3K
|
61.9K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 9.88% |
$48.1K - $54K
|
13.4K
$503K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-140- 0.55% |
$4.59K - $5.15K
|
25.1K
$945K
|