Purchases and Sales Made in Q3 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 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
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
51.9KNew |
$1.78M - $1.86M
|
51.9K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
51.9KNew |
$1.78M - $1.86M
|
51.9K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.59M - $1.66M
|
46.4K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.8KNew |
$712K - $743K
|
20.8K
$748K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8KNew |
$505K - $528K
|
14.8K
$531K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5K+ 62.22% |
$461K - $482K
|
35.1K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.3K+ 8.95% |
$456K - $476K
|
162K
$5.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11.5KNew |
$395K - $413K
|
11.5K
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3KNew |
$387K - $404K
|
11.3K
$407K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.8KNew |
$371K - $387K
|
10.8K
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6K+ 775.19% |
$206K - $215K
|
6.77K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.65KNew |
$194K - $202K
|
5.65K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.74K+ 6338.98% |
$128K - $134K
|
3.8K
$137K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.14K+ 2.17% |
$73.3K - $76.5K
|
101K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.13KNew |
$73K - $76.3K
|
2.13K
$76.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.12K+ 6.6% |
$72.7K - $75.9K
|
34.2K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.78K+ 1.8% |
$60.8K - $63.5K
|
100K
$3.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.69K+ 1.75% |
$58K - $60.6K
|
98.2K
$3.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.33KNew |
$45.4K - $47.4K
|
1.33K
$47.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.1KNew |
$37.5K - $39.2K
|
1.1K
$39.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
262+ 55.51% |
$8.98K - $9.37K
|
734
$26.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3- -0.0% |
$103 - $107
|
71.9K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 5.62% |
$171 - $179
|
84
$3.02K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-85- 1.02% |
$2.91K - $3.04K
|
8.27K
$297K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-218- 0.38% |
$7.47K - $7.8K
|
57.4K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-241- 5.69% |
$8.26K - $8.62K
|
3.99K
$144K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-293- 2.24% |
$10K - $10.5K
|
12.8K
$461K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-510- 0.36% |
$17.5K - $18.2K
|
139K
$5.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-521- 2.13% |
$17.8K - $18.6K
|
24K
$862K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-727- 1.86% |
$24.9K - $26K
|
38.3K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-750- 10.27% |
$25.7K - $26.8K
|
6.55K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-750- 10.27% |
$25.7K - $26.8K
|
6.55K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-959- 7.07% |
$32.9K - $34.3K
|
12.6K
$454K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.14K- 15.13% |
$39.1K - $40.8K
|
6.4K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.44K- 15.13% |
$49.3K - $51.5K
|
8.07K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2K- 5.07% |
$68.5K - $71.5K
|
37.4K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 2.96% |
$77.1K - $80.5K
|
73.6K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.28K- 6.77% |
$78K - $81.4K
|
31.3K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-3.72K- 18.46% |
$128K - $133K
|
16.4K
$592K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.75K- 31.25% |
$129K - $134K
|
8.26K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 34.83% |
$142K - $149K
|
7.77K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.99K- 4.53% |
$171K - $178K
|
105K
$3.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6K- 32.52% |
$206K - $215K
|
12.5K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.08K- 9.88% |
$208K - $217K
|
55.4K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-9.48K- 10.92% |
$325K - $339K
|
77.3K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 6.69% |
$369K - $386K
|
150K
$5.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-20.2K- 4.63% |
$690K - $721K
|
415K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-21.9K- 50.62% |
$750K - $783K
|
21.4K
$769K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.2K- 19.21% |
$932K - $973K
|
114K
$4.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-34K- 41.17% |
$1.16M - $1.21M
|
48.5K
$1.75M
|
|