Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.08M+ 135.98% |
$41M - $42.3M
|
1.88M
$73M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.82KNew |
$334K - $345K
|
8.82K
$343K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
34.3K+ 84.96% |
$1.3M - $1.34M
|
74.7K
$2.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.77KNew |
$256K - $265K
|
6.77K
$263K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.1K+ 38.3% |
$269K - $278K
|
25.6K
$997K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
13.3K+ 17.06% |
$505K - $521K
|
91.5K
$3.56M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.45K- 29.31% |
$131K - $135K
|
8.32K
$324K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
153+ 0.83% |
$5.8K - $5.99K
|
18.7K
$726K
|
|
| Q3 2025 | |||||||
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$72.7K - $76.7K
|
2K
$77.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-700- 60.29% |
$25.5K - $26.9K
|
461
$17.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.45K- 4.13% |
$52.7K - $55.6K
|
33.6K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.44K- 51.09% |
$307K - $324K
|
8.08K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-6.36K- 29.82% |
$231K - $244K
|
15K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.1K- 50.13% |
$438K - $463K
|
12K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-376- 1.47% |
$13.7K - $14.4K
|
25.2K
$981K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 6.56% |
$500K - $527K
|
196K
$7.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.11K+ 97.99% |
$222K - $234K
|
12.3K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.4K+ 38.76% |
$707K - $746K
|
69.6K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
142New |
$5.16K - $5.45K
|
142
$5.53K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.15K+ 73.98% |
$224K - $236K
|
14.5K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.53K- 27.45% |
$201K - $212K
|
14.6K
$568K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-203K- 44.14% |
$7.4M - $7.81M
|
258K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.7K- 18.63% |
$207K - $219K
|
24.9K
$969K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.02% |
$109 - $115
|
17.3K
$675K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.1KNew |
$512K - $540K
|
14.1K
$548K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.62K- 14.27% |
$95.4K - $101K
|
15.8K
$614K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.85K- 78.88% |
$140K - $148K
|
1.03K
$40.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-436- 6.2% |
$15.9K - $16.7K
|
6.6K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.16K- 2.4% |
$115K - $121K
|
128K
$4.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
529+ 3.94% |
$19.2K - $20.3K
|
13.9K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.55K- 44.87% |
$202K - $213K
|
6.81K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
404+ 0.61% |
$14.7K - $15.5K
|
67K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 8.17% |
$148K - $156K
|
45.6K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.91K- 5.32% |
$69.3K - $73.1K
|
33.9K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
628+ 1.28% |
$22.8K - $24.1K
|
49.6K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.67K+ 63.18% |
$352K - $371K
|
25K
$971K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
98.3KNew |
$3.57M - $3.77M
|
98.3K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
98.3KNew |
$3.57M - $3.77M
|
98.3K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 34.38% |
$40K - $42.2K
|
2.1K
$81.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
223+ 11.52% |
$8.11K - $8.56K
|
2.16K
$84K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-600- 3.49% |
$21.8K - $23K
|
16.6K
$646K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.98K- 4.5% |
$72.1K - $76.1K
|
42.1K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.1KNew |
$512K - $540K
|
14.1K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.8KNew |
$865K - $913K
|
23.8K
$926K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7.3K- 45.55% |
$266K - $280K
|
8.73K
$340K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94K+ 189.2% |
$107K - $113K
|
4.5K
$175K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-95.1K- 60.9% |
$3.46M - $3.65M
|
61.1K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.48KNew |
$163K - $172K
|
4.48K
$174K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-93- 0.18% |
$3.38K - $3.57K
|
51.4K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45.9KNew |
$1.67M - $1.76M
|
45.9K
$1.79M
|
|