Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) 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 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-218- 0.38% |
$7.47K - $7.8K
|
57.4K
$2.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-20.2K- 4.63% |
$690K - $721K
|
415K
$14.9M
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.3K- 8.21% |
$412K - $457K
|
149K
$5.36M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
18.1KNew |
$559K - $621K
|
18.1K
$651K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-888- 12.82% |
$27.4K - $30.5K
|
6.04K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.85KNew |
$243K - $269K
|
7.85K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 18.12% |
$721K - $801K
|
105K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.35K+ 0.63% |
$196K - $218K
|
1.01M
$36.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.89K- 20.17% |
$120K - $133K
|
15.4K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-22.1K- 83.81% |
$684K - $759K
|
4.28K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$7.73K - $8.58K
|
250
$9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.03K- 28.01% |
$93.5K - $104K
|
7.78K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-36- 15.93% |
$1.11K - $1.24K
|
190
$6.84K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
800New |
$24.7K - $27.4K
|
800
$28.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.25K- 14.03% |
$38.7K - $43K
|
7.67K
$276K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
109KNew |
$3.38M - $3.76M
|
109K
$3.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14- 0.13% |
$433 - $480
|
10.7K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.71K+ 4.47% |
$146K - $162K
|
110K
$3.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.44K+ 11.13% |
$44.6K - $49.5K
|
14.4K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.96KNew |
$277K - $307K
|
8.96K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-16- 0.07% |
$494 - $549
|
23.5K
$846K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.7K+ 23.12% |
$332K - $368K
|
57.2K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47KNew |
$45.5K - $50.6K
|
1.47K
$53K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 0.22% |
$1.39K - $1.54K
|
20.6K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.95K- 43.8% |
$184K - $204K
|
7.63K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.17KNew |
$191K - $212K
|
6.17K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.93K+ 237.88% |
$121K - $135K
|
5.58K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.28KNew |
$194K - $215K
|
6.28K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.7K- 40.15% |
$517K - $574K
|
24.9K
$897K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-587- 6.74% |
$18.1K - $20.1K
|
8.13K
$292K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
332+ 1.29% |
$10.3K - $11.4K
|
26K
$936K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.4KNew |
$335K - $353K
|
10.4K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.81KNew |
$219K - $230K
|
6.81K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
35.5KNew |
$1.14M - $1.2M
|
35.5K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
84.9KNew |
$2.73M - $2.87M
|
84.9K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
447+ 159.64% |
$14.4K - $15.1K
|
727
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-255- 3.46% |
$8.19K - $8.62K
|
7.12K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.39KNew |
$109K - $115K
|
3.39K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
308+ 3.65% |
$9.9K - $10.4K
|
8.76K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.19KNew |
$199K - $209K
|
6.19K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38.3KNew |
$1.23M - $1.3M
|
38.3K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
31.1KNew |
$1M - $1.05M
|
31.1K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.75KNew |
$249K - $262K
|
7.75K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.41KNew |
$238K - $251K
|
7.41K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
15.7KNew |
$506K - $532K
|
15.7K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-119- 2.12% |
$3.82K - $4.02K
|
5.5K
$198K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.13K- 47.87% |
$36.1K - $38K
|
1.23K
$44.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
73.3KNew |
$2.35M - $2.48M
|
73.3K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.83KNew |
$187K - $197K
|
5.83K
$210K
|
|