Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAUG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-271- 2.19% |
$10.1K - $10.7K
|
12.1K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.47KNew |
$205K - $215K
|
5.47K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.01KNew |
$262K - $276K
|
7.01K
$276K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-190- 2.34% |
$7.11K - $7.47K
|
7.91K
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
7.19KNew |
$269K - $283K
|
7.19K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 6.45% |
$117K - $123K
|
51.7K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 6.51% |
$372K - $391K
|
163K
$6.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.38K- 22.85% |
$164K - $172K
|
14.8K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 21.7% |
$57K - $59.9K
|
5.5K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
330+ 187.5% |
$12.3K - $13K
|
506
$19.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.11% |
$374 - $393
|
894
$35.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
300+ 2.88% |
$11.2K - $11.8K
|
10.7K
$423K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.02KNew |
$263K - $276K
|
7.02K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.21K+ 5.81% |
$270K - $283K
|
131K
$5.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.28K- 25.27% |
$235K - $247K
|
18.6K
$731K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.65KNew |
$211K - $222K
|
5.65K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-366- 1.34% |
$13.7K - $14.4K
|
27K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.52M+ 1213.05% |
$57M - $59.9M
|
1.65M
$65M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.2KNew |
$717K - $754K
|
19.2K
$755K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.87K+ 130.19% |
$145K - $152K
|
6.84K
$270K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12.8K- 18.09% |
$480K - $505K
|
58.1K
$2.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.9K+ 31.79% |
$481K - $506K
|
53.3K
$2.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.74K+ 7.63% |
$364K - $383K
|
137K
$5.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.6KNew |
$322K - $338K
|
8.6K
$339K
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.6K- 7.78% |
$380K - $435K
|
138K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.92K+ 62.78% |
$128K - $147K
|
10.2K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.88K- 27.14% |
$61.4K - $70.4K
|
5.05K
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-590- 7.31% |
$19.3K - $22.1K
|
7.48K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.54KNew |
$181K - $207K
|
5.54K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-151- 0.67% |
$4.93K - $5.65K
|
22.4K
$881K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.47K- 50.13% |
$179K - $205K
|
5.44K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-737- 52.23% |
$24.1K - $27.6K
|
674
$26.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
5.5KNew |
$180K - $206K
|
5.5K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-573- 3.97% |
$18.7K - $21.4K
|
13.9K
$546K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87- 8.0% |
$2.98K - $3.17K
|
1K
$39.4K
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.43K+ 7.72% |
$48.9K - $51.9K
|
19.9K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
743New |
$25.5K - $27.1K
|
743
$29.3K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.32KNew |
$217K - $230K
|
6.32K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-10.3K- 44.37% |
$353K - $375K
|
12.9K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.87K- 8.41% |
$64.1K - $68.2K
|
20.4K
$803K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
234+ 1.75% |
$8.02K - $8.52K
|
13.6K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$354K - $376K
|
10.3K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-86.8K- 77.82% |
$2.98M - $3.16M
|
24.7K
$975K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2K- 14.29% |
$68.6K - $72.9K
|
12K
$473K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.89K- 77.95% |
$133K - $142K
|
1.1K
$43.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 64.13% |
$1.7M - $1.76M
|
27.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$578K - $598K
|
16.6K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.66KNew |
$266K - $276K
|
7.66K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
455New |
$15.8K - $16.4K
|
455
$17.9K
|
|