Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-329K- 91.58% |
$12.1M - $12.6M
|
30.3K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-121K- 94.93% |
$4.47M - $4.66M
|
6.49K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 21.43% |
$730K - $762K
|
72.7K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-19K- 74.75% |
$699K - $729K
|
6.41K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 63.34% |
$593K - $618K
|
9.32K
$359K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.7K- 52.51% |
$543K - $567K
|
13.3K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 14.09% |
$370K - $386K
|
61.2K
$2.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-7.76K- 11.7% |
$286K - $298K
|
58.6K
$2.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.09K- 1.87% |
$224K - $234K
|
320K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.27K- 7.03% |
$120K - $126K
|
43.2K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.96K- 10.56% |
$72.3K - $75.5K
|
16.6K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 22.1% |
$63K - $65.8K
|
6.03K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.61K- 21.81% |
$59.3K - $61.9K
|
5.78K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-953- 2.57% |
$35.1K - $36.6K
|
36.2K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-865- 1.92% |
$31.9K - $33.2K
|
44.2K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-788- 3.13% |
$29K - $30.3K
|
24.3K
$938K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-716- 42.17% |
$26.4K - $27.5K
|
982
$37.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-471- 2.54% |
$17.3K - $18.1K
|
18.1K
$697K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-316- 4.2% |
$11.6K - $12.1K
|
7.2K
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-225- 1.68% |
$8.29K - $8.65K
|
13.2K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140- 4.92% |
$5.16K - $5.38K
|
2.71K
$104K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-90- 0.41% |
$3.31K - $3.46K
|
21.7K
$835K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-935K- 98.66% |
$30.7M - $34.4M
|
12.7K
$489K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13K- 6.01% |
$426K - $478K
|
203K
$7.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-5.55K- 31.54% |
$182K - $204K
|
12K
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.54K- 20.14% |
$182K - $204K
|
22K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.43K- 30.74% |
$178K - $200K
|
12.2K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.54K- 29.81% |
$116K - $130K
|
8.34K
$321K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.53K- 13.92% |
$116K - $130K
|
21.8K
$841K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.58K- 42.71% |
$84.4K - $94.7K
|
3.45K
$133K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.11K- 7.22% |
$36.4K - $40.8K
|
14.2K
$549K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-894- 50.17% |
$29.3K - $32.9K
|
888
$34.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-762- 8.15% |
$25K - $28K
|
8.59K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-762- 1.4% |
$25K - $28K
|
53.6K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-500- 83.33% |
$16.4K - $18.4K
|
100
$3.85K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 33.43% |
$3.97K - $4.45K
|
241
$9.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-73- 0.12% |
$2.39K - $2.68K
|
63.4K
$2.44M
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.2K- 30.59% |
$486K - $512K
|
32.1K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.65K- 1.86% |
$56.6K - $59.6K
|
86.9K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-250- 2.79% |
$8.57K - $9.03K
|
8.73K
$336K
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34- 6.37% |
$1.17K - $1.23K
|
500
$19.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.32K- 34.38% |
$150K - $154K
|
8.25K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.31K- 16.55% |
$45.4K - $46.8K
|
6.61K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-121- 21.96% |
$4.19K - $4.32K
|
430
$16.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 45.59% |
$1.07K - $1.11K
|
37
$1.42K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 14.08% |
$33.9K - $34.8K
|
6.1K
$235K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.85K- 17.06% |
$61.4K - $63.4K
|
9K
$346K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 45.26% |
$60.1K - $62.1K
|
2.19K
$84.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-485- 3.46% |
$16.1K - $16.6K
|
13.5K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-149- 1.24% |
$4.94K - $5.11K
|
11.8K
$456K
|
|