Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UAUG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
26.7K+ 1.62% |
$1.04M - $1.06M
|
1.68M
$66M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 66.78% |
$178K - $181K
|
11.4K
$450K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.6K+ 2.74% |
$62.4K - $63.6K
|
60.1K
$2.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
762+ 12.72% |
$29.7K - $30.3K
|
6.75K
$266K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30+ 0.32% |
$1.17K - $1.19K
|
9.47K
$373K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-59- 0.55% |
$2.3K - $2.34K
|
10.6K
$417K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-79- 8.84% |
$3.08K - $3.14K
|
815
$32.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 1.48% |
$75.8K - $77.3K
|
129K
$5.09M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.5K- 29.17% |
$136K - $139K
|
8.5K
$335K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-5.91K- 4.3% |
$230K - $235K
|
131K
$5.18M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-6.59K- 37.19% |
$257K - $262K
|
11.1K
$439K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10.4K- 6.95% |
$405K - $413K
|
139K
$5.48M
|
|