Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
736K+ 316.22% |
$22.7M - $25.3M
|
969K
$34.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
126K+ 40.88% |
$3.9M - $4.33M
|
435K
$15.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
109KNew |
$3.38M - $3.76M
|
109K
$3.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
98.7KNew |
$3.05M - $3.39M
|
98.7K
$3.55M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.1K+ 123.79% |
$2.75M - $3.06M
|
161K
$5.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
65.2K+ 302.52% |
$2.02M - $2.24M
|
86.8K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62.4K+ 275.39% |
$1.93M - $2.14M
|
85.1K
$3.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.7K+ 169.37% |
$1.88M - $2.08M
|
96.5K
$3.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49.6K+ 188.6% |
$1.53M - $1.7M
|
75.9K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
46.7K+ 2.77% |
$1.44M - $1.6M
|
1.73M
$62.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.5K+ 72.73% |
$1.28M - $1.42M
|
98.5K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
38.5K+ 115.32% |
$1.19M - $1.32M
|
71.9K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.2KNew |
$623K - $692K
|
20.2K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6K+ 21.64% |
$605K - $672K
|
110K
$3.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 94.2% |
$586K - $650K
|
39.1K
$1.41M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
18.1KNew |
$559K - $621K
|
18.1K
$651K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.4K+ 9.87% |
$413K - $459K
|
149K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 110.85% |
$352K - $390K
|
21.6K
$779K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.7K+ 23.12% |
$332K - $368K
|
57.2K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.96KNew |
$277K - $307K
|
8.96K
$322K
|
|
|
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
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.35K+ 0.63% |
$196K - $218K
|
1.01M
$36.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.28KNew |
$194K - $215K
|
6.28K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.17KNew |
$191K - $212K
|
6.17K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.71K+ 4.47% |
$146K - $162K
|
110K
$3.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.93K+ 237.88% |
$121K - $135K
|
5.58K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
3.68K+ 17.67% |
$114K - $126K
|
24.5K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.14K+ 30.12% |
$97K - $108K
|
13.6K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 1.58% |
$68.1K - $75.6K
|
142K
$5.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.52K+ 4.75% |
$47.1K - $52.3K
|
33.6K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47KNew |
$45.5K - $50.6K
|
1.47K
$53K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.44K+ 11.13% |
$44.6K - $49.5K
|
14.4K
$518K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
800New |
$24.7K - $27.4K
|
800
$28.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
478+ 4.18% |
$14.8K - $16.4K
|
11.9K
$429K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
332+ 1.29% |
$10.3K - $11.4K
|
26K
$936K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$7.73K - $8.58K
|
250
$9K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
59New |
$1.82K - $2.02K
|
59
$2.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14- 0.13% |
$433 - $480
|
10.7K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-16- 0.07% |
$494 - $549
|
23.5K
$846K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-36- 15.93% |
$1.11K - $1.24K
|
190
$6.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 0.22% |
$1.39K - $1.54K
|
20.6K
$740K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-97- 0.8% |
$3K - $3.33K
|
12K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-200- 0.62% |
$6.18K - $6.86K
|
32.1K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-379- 2.81% |
$11.7K - $13K
|
13.1K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-448- 5.09% |
$13.8K - $15.4K
|
8.35K
$301K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-587- 6.74% |
$18.1K - $20.1K
|
8.13K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-817- 2.03% |
$25.2K - $28K
|
39.4K
$1.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-888- 12.82% |
$27.4K - $30.5K
|
6.04K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.25K- 14.03% |
$38.7K - $43K
|
7.67K
$276K
|
|