Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (USEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (USEP) 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 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
156K+ 1330.97% |
N/A
|
167K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
46.4K+ 8.37% |
N/A
|
601K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 394.33% |
N/A
|
29.7K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5K+ 9.95% |
N/A
|
138K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 17.38% |
N/A
|
80.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71K+ 76.03% |
N/A
|
22.5K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.73KNew |
N/A
|
5.73K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.66KNew |
N/A
|
5.66K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.87K+ 48700.0% |
N/A
|
4.88K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.04K+ 23.44% |
N/A
|
16K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33K+ 7.26% |
N/A
|
34.4K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
796+ 1.63% |
N/A
|
49.5K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
357New |
N/A
|
357
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
301+ 15.19% |
N/A
|
2.28K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123+ 0.67% |
N/A
|
18.5K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.0% |
N/A
|
60.9K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-69- 0.58% |
N/A
|
11.8K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-168- 1.76% |
N/A
|
9.37K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-226- 1.79% |
N/A
|
12.4K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-250- 1.94% |
N/A
|
12.7K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-299- 4.67% |
N/A
|
6.1K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-338- 1.41% |
N/A
|
23.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-841- 1.0% |
N/A
|
83.1K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-850- 4.07% |
N/A
|
20.1K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-898- 1.76% |
N/A
|
50.2K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-900- 21.09% |
N/A
|
3.37K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-928- 2.52% |
N/A
|
35.8K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.46K- 2.49% |
N/A
|
57.4K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 16.74% |
N/A
|
8.82K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.89K- 27.06% |
N/A
|
5.1K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.6K- 46.39% |
N/A
|
3K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.96K- 27.73% |
N/A
|
7.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.1K- 8.68% |
N/A
|
32.6K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.96K- 6.45% |
N/A
|
57.3K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.32K- 31.36% |
N/A
|
9.45K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.34K- 15.99% |
N/A
|
22.8K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.52K- 16.77% |
N/A
|
27.4K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-10.1K- 38.73% |
N/A
|
16K
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.5K- 14.19% |
N/A
|
69.3K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.6K- 71.19% |
N/A
|
6.29K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74.7K- 60.14% |
N/A
|
49.5K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-222K- 26.76% |
N/A
|
607K
$0
|