Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UDEC)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
847K+ 780.67% |
$29.6M - $30.2M
|
955K
$33.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
257KNew |
$8.97M - $9.15M
|
257K
$8.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
163KNew |
$5.7M - $5.81M
|
163K
$5.69M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
110KNew |
$3.84M - $3.91M
|
110K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
106KNew |
$3.72M - $3.8M
|
106K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.4K+ 185.85% |
$2.74M - $2.79M
|
121K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
60.6K+ 345.54% |
$2.12M - $2.16M
|
78.1K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
54.9KNew |
$1.92M - $1.96M
|
54.9K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
53.6KNew |
$1.87M - $1.91M
|
53.6K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
46.8KNew |
$1.64M - $1.67M
|
46.8K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.5KNew |
$1.52M - $1.55M
|
43.5K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
42.2KNew |
$1.48M - $1.5M
|
42.2K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39.4K+ 95.81% |
$1.38M - $1.41M
|
80.6K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.2K+ 33.3% |
$1.09M - $1.11M
|
125K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
28.9KNew |
$1.01M - $1.03M
|
28.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.5KNew |
$995K - $1.01M
|
28.5K
$993K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.4KNew |
$923K - $942K
|
26.4K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
21.7K+ 40.69% |
$759K - $774K
|
75.1K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.5K+ 110.56% |
$682K - $695K
|
37.1K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19.3K+ 2870.18% |
$676K - $690K
|
20K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4KNew |
$609K - $621K
|
17.4K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
16.9KNew |
$589K - $601K
|
16.9K
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 109.73% |
$545K - $555K
|
29.8K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
15.3KNew |
$535K - $545K
|
15.3K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
15K+ 33.09% |
$524K - $534K
|
60.3K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
13.8KNew |
$484K - $494K
|
13.8K
$483K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
13.6KNew |
$474K - $484K
|
13.6K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.2KNew |
$463K - $472K
|
13.2K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 83.48% |
$404K - $412K
|
25.4K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.5K+ 70.3% |
$366K - $373K
|
25.3K
$884K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.2KNew |
$357K - $364K
|
10.2K
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$350K - $357K
|
10K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.82KNew |
$308K - $315K
|
8.82K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.96KNew |
$243K - $248K
|
6.96K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.79KNew |
$237K - $242K
|
6.79K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$235K - $240K
|
6.73K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.69KNew |
$234K - $238K
|
6.69K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.37KNew |
$223K - $227K
|
6.37K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
6.31KNew |
$221K - $225K
|
6.31K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.93K+ 19.21% |
$207K - $211K
|
36.8K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.83KNew |
$204K - $208K
|
5.83K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.24K+ 21.12% |
$183K - $187K
|
30.1K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.86K+ 11036.36% |
$170K - $173K
|
4.9K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.46K+ 13.4% |
$156K - $159K
|
37.8K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.54K+ 17.19% |
$124K - $126K
|
24.2K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.72K+ 25.15% |
$95.2K - $97K
|
13.5K
$472K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 14.29% |
$19.2K - $19.6K
|
4.4K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 23.47% |
$14K - $14.3K
|
2.1K
$73.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
365+ 640.35% |
$12.8K - $13K
|
422
$14.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300New |
$10.5K - $10.7K
|
300
$10.5K
|