Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UOCT)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 10.22% |
$32.8K - $36.8K
|
10.8K
$398K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
715K+ 82.04% |
$24.5M - $25.8M
|
1.59M
$58.5M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
672K+ 243.85% |
$23M - $24.3M
|
948K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.1K+ 702.12% |
$3.29M - $3.47M
|
110K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63.5KNew |
$2.18M - $2.29M
|
63.5K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
43.3K+ 98.85% |
$1.49M - $1.57M
|
87.2K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.8K+ 246.71% |
$885K - $932K
|
36.3K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$697K - $735K
|
20.3K
$750K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19.1K+ 59.06% |
$656K - $691K
|
51.6K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.5KNew |
$599K - $631K
|
17.5K
$644K
|
|
|
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
$6.98M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 117.44% |
$362K - $382K
|
19.6K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$344K - $362K
|
10K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.09K+ 119.61% |
$277K - $292K
|
14.8K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.66K+ 60.48% |
$228K - $241K
|
17.7K
$652K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$208K - $219K
|
6.07K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.44K+ 93.03% |
$152K - $160K
|
9.22K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.95K+ 64.53% |
$101K - $107K
|
7.53K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.86K+ 1.73% |
$97.9K - $103K
|
168K
$6.19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
456+ 1.02% |
$15.6K - $16.5K
|
45K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
437+ 0.72% |
$15K - $15.8K
|
61.1K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
259+ 1.47% |
$8.88K - $9.36K
|
17.9K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
140+ 4.22% |
$4.8K - $5.06K
|
3.46K
$127K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118+ 1.27% |
$4.05K - $4.26K
|
9.42K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
115New |
$3.94K - $4.15K
|
115
$4.24K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
36+ 0.23% |
$1.23K - $1.3K
|
15.9K
$586K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
45.5KNew |
$1.58M - $1.63M
|
45.5K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
40.5KNew |
$1.4M - $1.45M
|
40.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31KNew |
$1.07M - $1.11M
|
31K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.7K+ 281.42% |
$718K - $740K
|
28.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$493K - $508K
|
14.2K
$524K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
9.58KNew |
$332K - $342K
|
9.58K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.58KNew |
$297K - $306K
|
8.58K
$316K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.44KNew |
$258K - $266K
|
7.44K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$203K - $210K
|
5.87K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69KNew |
$197K - $203K
|
5.69K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.42K+ 89.46% |
$153K - $158K
|
9.35K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.61K+ 27.89% |
$55.8K - $57.5K
|
7.39K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
716+ 179.0% |
$24.8K - $25.6K
|
1.12K
$41.1K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
569+ 1.05% |
$19.7K - $20.3K
|
54.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500New |
$17.3K - $17.9K
|
500
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
312+ 11.08% |
$10.8K - $11.1K
|
3.13K
$115K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.75KNew |
$195K - $200K
|
5.75K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.62K+ 67.02% |
$156K - $161K
|
11.5K
$424K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.06KNew |
$201K - $208K
|
6.06K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.14KNew |
$70.9K - $73.2K
|
2.14K
$78.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 13.94% |
$33.2K - $34.3K
|
8.18K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
362New |
$12K - $12.4K
|
362
$13.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
157New |
$5.21K - $5.38K
|
157
$5.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
126+ 132.63% |
$4.18K - $4.32K
|
221
$8.15K
|
|