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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.6K- 16.37% |
$1M - $1.06M
|
141K
$5.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.2K+ 6.6% |
$735K - $775K
|
326K
$12.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.22KNew |
$190K - $200K
|
5.22K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 1.35% |
$40.3K - $42.5K
|
82.8K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
825+ 3.23% |
$30K - $31.7K
|
26.4K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 15.51% |
$54.6K - $57.6K
|
8.17K
$318K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
20.8KNew |
$755K - $797K
|
20.8K
$808K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-12.7K- 23.99% |
$464K - $489K
|
40.4K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 6.1% |
$62.6K - $66K
|
29.9K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-80- 0.22% |
$2.91K - $3.07K
|
36.4K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.1K- 7.83% |
$1.17M - $1.23M
|
378K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.17K- 4.48% |
$42.7K - $45K
|
25K
$973K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-627- 0.93% |
$22.8K - $24.1K
|
66.6K
$2.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-36.9K- 30.04% |
$1.34M - $1.42M
|
85.9K
$3.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-500- 2.63% |
$18.2K - $19.2K
|
18.5K
$720K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-51- 0.68% |
$1.85K - $1.96K
|
7.48K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.87K- 3.85% |
$67.8K - $71.6K
|
46.6K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.71K- 6.4% |
$98.5K - $104K
|
39.6K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-49- 0.06% |
$1.78K - $1.88K
|
85.3K
$3.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.4K- 6.33% |
$124K - $131K
|
50.3K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
400New |
$14.5K - $15.3K
|
400
$15.6K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
5.28KNew |
$192K - $203K
|
5.28K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.61M- 66.91% |
$58.4M - $61.6M
|
795K
$30.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.87K- 7.25% |
$250K - $264K
|
87.8K
$3.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-206- 0.26% |
$7.49K - $7.9K
|
78.1K
$3.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-370K- 98.15% |
$13.4M - $14.2M
|
6.96K
$271K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-10.7K- 5.87% |
$388K - $410K
|
171K
$6.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.06K- 6.67% |
$329K - $347K
|
127K
$4.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-945- 3.73% |
$34.4K - $36.3K
|
24.4K
$948K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
607+ 0.51% |
$19.9K - $22.1K
|
119K
$4.64M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
SELL
|
- |
-2.66K- 22.35% |
$87K - $96.7K
|
9.22K
$359K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-12.8K- 8.42% |
$419K - $466K
|
139K
$5.41M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.29KNew |
$173K - $193K
|
5.29K
$206K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.4KNew |
$603K - $671K
|
18.4K
$716K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-420- 1.13% |
$13.8K - $15.3K
|
36.7K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 48.84% |
$34.4K - $38.3K
|
3.2K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.91K+ 0.73% |
$227K - $252K
|
958K
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-853- 10.86% |
$28K - $31.1K
|
7.01K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.32KNew |
$240K - $267K
|
7.32K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 14.17% |
$602K - $669K
|
111K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.7KNew |
$1.69M - $1.88M
|
51.7K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
673New |
$22.1K - $24.5K
|
673
$26.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-6.03K- 39.82% |
$198K - $220K
|
9.11K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
414+ 4.66% |
$13.6K - $15.1K
|
9.29K
$362K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.04K+ 17.39% |
$34.1K - $37.9K
|
7.03K
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.8KNew |
$615K - $684K
|
18.8K
$731K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.52KNew |
$246K - $274K
|
7.52K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 136.86% |
$657K - $730K
|
34.7K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-960- 8.29% |
$31.5K - $35K
|
10.6K
$413K
|
|