Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC) 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
|
- |
1.08M+ 135.98% |
$41M - $42.3M
|
1.88M
$73M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
34.3K+ 84.96% |
$1.3M - $1.34M
|
74.7K
$2.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
13.3K+ 17.06% |
$505K - $521K
|
91.5K
$3.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 26.81% |
$473K - $488K
|
59K
$2.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.82KNew |
$334K - $345K
|
8.82K
$343K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.1K+ 38.3% |
$269K - $278K
|
25.6K
$997K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.77KNew |
$256K - $265K
|
6.77K
$263K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.24K+ 771.64% |
$161K - $166K
|
4.79K
$187K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
153+ 0.83% |
$5.8K - $5.99K
|
18.7K
$726K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-166- 0.63% |
$6.29K - $6.49K
|
26.2K
$1.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-203- 1.79% |
$7.7K - $7.94K
|
11.1K
$433K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.45K- 29.31% |
$131K - $135K
|
8.32K
$324K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10.4K- 6.87% |
$395K - $408K
|
141K
$5.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28.2K- 22.25% |
$1.07M - $1.1M
|
98.4K
$3.83M
|
|
|
Jan 22, 2026
Q4 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-60.7K- 91.11% |
$2.3M - $2.37M
|
5.92K
$230K
|
|
|
Jan 20, 2026
Q4 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-157K- 91.88% |
$5.96M - $6.15M
|
13.9K
$541K
|
|