Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) 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 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.5K+ 27.74% |
$437K - $446K
|
48.2K
$2.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.5K+ 10.33% |
$355K - $362K
|
90.8K
$3.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.78KNew |
$241K - $246K
|
5.78K
$245K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.73KNew |
$198K - $202K
|
4.73K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.88K+ 7.48% |
$162K - $165K
|
55.8K
$2.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.8K+ 4.25% |
$75.2K - $76.7K
|
44.2K
$1.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
744New |
$31.1K - $31.7K
|
744
$31.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30+ 0.14% |
$1.25K - $1.28K
|
20.9K
$888K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-76- 0.3% |
$3.17K - $3.24K
|
25.2K
$1.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-98- 3.5% |
$4.09K - $4.17K
|
2.71K
$115K
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-300- 0.95% |
$12.5K - $12.8K
|
31.3K
$1.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-800- 21.34% |
$33.4K - $34.1K
|
2.95K
$125K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.5K- 21.58% |
$188K - $192K
|
16.3K
$694K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.96K- 11.04% |
$207K - $211K
|
40K
$1.7M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-70.9K- 34.5% |
$2.96M - $3.02M
|
135K
$5.71M
|
|