Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
98.3KNew |
$3.57M - $3.77M
|
98.3K
$3.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45.9KNew |
$1.67M - $1.76M
|
45.9K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.8KNew |
$865K - $913K
|
23.8K
$926K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
20.8KNew |
$755K - $797K
|
20.8K
$808K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.2K+ 6.6% |
$735K - $775K
|
326K
$12.7M
|
|
|
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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.1KNew |
$512K - $540K
|
14.1K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.1KNew |
$512K - $540K
|
14.1K
$548K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.8K+ 9.19% |
$465K - $490K
|
152K
$5.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.67K+ 63.18% |
$352K - $371K
|
25K
$971K
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
9.22KNew |
$335K - $354K
|
9.22K
$359K
|
|
|
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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.11K+ 97.99% |
$222K - $234K
|
12.3K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
5.28KNew |
$192K - $203K
|
5.28K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.22KNew |
$190K - $200K
|
5.22K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.16K+ 61.78% |
$188K - $198K
|
13.5K
$525K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.48KNew |
$163K - $172K
|
4.48K
$174K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94K+ 189.2% |
$107K - $113K
|
4.5K
$175K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$72.7K - $76.7K
|
2K
$77.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 6.1% |
$62.6K - $66K
|
29.9K
$1.16M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
628+ 1.28% |
$22.8K - $24.1K
|
49.6K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
529+ 3.94% |
$19.2K - $20.3K
|
13.9K
$542K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
430+ 2.62% |
$15.6K - $16.5K
|
16.8K
$654K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
404+ 0.61% |
$14.7K - $15.5K
|
67K
$2.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
400New |
$14.5K - $15.3K
|
400
$15.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
223+ 11.52% |
$8.11K - $8.56K
|
2.16K
$84K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.02% |
$109 - $115
|
17.3K
$675K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-40- 0.32% |
$1.45K - $1.53K
|
12.4K
$481K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-49- 0.06% |
$1.78K - $1.88K
|
85.3K
$3.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-51- 0.68% |
$1.85K - $1.96K
|
7.48K
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-64- 0.36% |
$2.33K - $2.46K
|
17.7K
$689K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-80- 0.22% |
$2.91K - $3.07K
|
36.4K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-93- 0.18% |
$3.38K - $3.57K
|
51.4K
$2M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-206- 0.26% |
$7.49K - $7.9K
|
78.1K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-376- 1.47% |
$13.7K - $14.4K
|
25.2K
$981K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-436- 6.2% |
$15.9K - $16.7K
|
6.6K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-500- 2.63% |
$18.2K - $19.2K
|
18.5K
$720K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-600- 3.49% |
$21.8K - $23K
|
16.6K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
SELL
|
- |
-607- 0.51% |
$22.1K - $23.3K
|
119K
$4.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-627- 0.93% |
$22.8K - $24.1K
|
66.6K
$2.59M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-700- 60.29% |
$25.5K - $26.9K
|
461
$17.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-945- 3.73% |
$34.4K - $36.3K
|
24.4K
$948K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 34.38% |
$40K - $42.2K
|
2.1K
$81.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.17K- 4.48% |
$42.7K - $45K
|
25K
$973K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.24K- 9.52% |
$45.1K - $47.5K
|
11.8K
$458K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.45K- 4.13% |
$52.7K - $55.6K
|
33.6K
$1.31M
|
|