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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.58K- 42.71% |
$84.4K - $94.7K
|
3.45K
$129K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-73- 0.12% |
$2.39K - $2.68K
|
63.4K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.05KNew |
$199K - $223K
|
6.05K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-26- 0.06% |
$853 - $956
|
45K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-762- 1.4% |
$25K - $28K
|
53.6K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 10.22% |
$32.8K - $36.8K
|
10.8K
$403K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17.6K- 20.93% |
$576K - $646K
|
66.3K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.44K- 2.95% |
$47.2K - $52.9K
|
47.4K
$1.77M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.11K- 7.22% |
$36.4K - $40.8K
|
14.2K
$532K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.1K+ 702.12% |
$3.29M - $3.47M
|
110K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$697K - $735K
|
20.3K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.5KNew |
$599K - $631K
|
17.5K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.65K- 1.86% |
$56.6K - $59.6K
|
86.9K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
115New |
$3.94K - $4.15K
|
115
$4.29K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
672K+ 243.85% |
$23M - $24.3M
|
948K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 18.69% |
$69K - $72.7K
|
8.76K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.9K- 40.35% |
$202K - $213K
|
8.71K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.84K- 7.56% |
$62.9K - $66.3K
|
22.4K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 0.36% |
$2.4K - $2.53K
|
19.4K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.15K- 6.07% |
$177K - $186K
|
79.7K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.66K+ 60.48% |
$228K - $241K
|
17.7K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-670Closed |
$23K - $24.2K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-811- 3.11% |
$27.8K - $29.3K
|
25.3K
$944K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.3K- 4.37% |
$558K - $588K
|
356K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
140+ 4.22% |
$4.8K - $5.06K
|
3.46K
$129K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9K+ 8.55% |
$511K - $539K
|
189K
$7.07M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-250- 2.79% |
$8.57K - $9.03K
|
8.73K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 0.82% |
$92.8K - $97.8K
|
327K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.86K+ 1.73% |
$97.9K - $103K
|
168K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-245- 12.09% |
$8.4K - $8.85K
|
1.78K
$66.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-705- 2.71% |
$24.2K - $25.5K
|
25.4K
$947K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$344K - $362K
|
10K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
456+ 1.02% |
$15.6K - $16.5K
|
45K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.23% |
$1.23K - $1.3K
|
15.9K
$593K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.71K- 16.64% |
$196K - $206K
|
28.6K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 117.44% |
$362K - $382K
|
19.6K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.8K+ 246.71% |
$885K - $932K
|
36.3K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
43.3K+ 98.85% |
$1.49M - $1.57M
|
87.2K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19.1K+ 59.06% |
$656K - $691K
|
51.6K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 48.04% |
$377K - $397K
|
11.9K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
715K+ 82.04% |
$24.5M - $25.8M
|
1.59M
$59.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118+ 1.27% |
$4.05K - $4.26K
|
9.42K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.09K- 3.66% |
$71.6K - $75.5K
|
55K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.44K+ 93.03% |
$152K - $160K
|
9.22K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.83K- 35.49% |
$234K - $247K
|
12.4K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
437+ 0.72% |
$15K - $15.8K
|
61.1K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.03% |
$309 - $325
|
27.5K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.98K- 15.48% |
$137K - $144K
|
21.8K
$812K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
259+ 1.47% |
$8.88K - $9.36K
|
17.9K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.95K+ 64.53% |
$101K - $107K
|
7.53K
$281K
|
|