Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Ultra Bu (UJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJAN) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
427KNew |
$17.2M - $18M
|
427K
$18.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4KNew |
$622K - $649K
|
15.4K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.1KNew |
$490K - $511K
|
12.1K
$515K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5K+ 5.93% |
$464K - $484K
|
205K
$8.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.7KNew |
$392K - $409K
|
9.7K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.18KNew |
$371K - $387K
|
9.18K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.86KNew |
$358K - $373K
|
8.86K
$376K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.79K+ 23.47% |
$355K - $370K
|
46.3K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.61K+ 40.99% |
$307K - $320K
|
26.2K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.58K+ 104.82% |
$266K - $277K
|
12.9K
$546K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.28K+ 15.77% |
$253K - $264K
|
46.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.88K+ 11.81% |
$237K - $248K
|
55.7K
$2.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.31KNew |
$214K - $223K
|
5.31K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.15KNew |
$208K - $217K
|
5.15K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.62K+ 38.92% |
$65.5K - $68.3K
|
5.79K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43KNew |
$57.7K - $60.2K
|
1.43K
$60.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 1.15% |
$48K - $50.1K
|
104K
$4.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
681+ 13.46% |
$27.5K - $28.7K
|
5.74K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
450+ 24.99% |
$18.2K - $19K
|
2.25K
$95.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
396+ 0.81% |
$16K - $16.7K
|
49.5K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
161+ 2.73% |
$6.5K - $6.78K
|
6.06K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
91+ 3.67% |
$3.67K - $3.83K
|
2.57K
$109K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1- 0.01% |
$40.4 - $42.1
|
11.1K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8- 0.03% |
$323 - $337
|
30.7K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-125- 0.73% |
$5.05K - $5.27K
|
17K
$723K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-145- 3.96% |
$5.85K - $6.11K
|
3.52K
$149K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-151- 1.33% |
$6.1K - $6.36K
|
11.2K
$476K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-185- 0.49% |
$7.47K - $7.79K
|
37.7K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-209- 0.82% |
$8.44K - $8.8K
|
25.3K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-272- 1.92% |
$11K - $11.5K
|
13.9K
$589K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-300- 0.94% |
$12.1K - $12.6K
|
31.6K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-300- 1.46% |
$12.1K - $12.6K
|
20.2K
$860K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-349- 2.39% |
$14.1K - $14.7K
|
14.3K
$605K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-350- 1.65% |
$14.1K - $14.7K
|
20.9K
$887K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-372- 4.32% |
$15K - $15.7K
|
8.25K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-400- 0.97% |
$16.1K - $16.8K
|
40.6K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-493- 2.06% |
$19.9K - $20.8K
|
23.5K
$996K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-558- 0.41% |
$22.5K - $23.5K
|
135K
$5.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-597- 6.47% |
$24.1K - $25.1K
|
8.62K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-664- 1.26% |
$26.8K - $28K
|
51.9K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-959- 1.3% |
$38.7K - $40.4K
|
72.7K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1K- 12.99% |
$40.4K - $42.1K
|
6.7K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1K- 6.21% |
$40.4K - $42.1K
|
15.1K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.07K- 27.6% |
$43.2K - $45K
|
2.8K
$119K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.3K- 2.98% |
$52.5K - $54.8K
|
42.4K
$1.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.35K- 2.53% |
$54.4K - $56.7K
|
51.9K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 3.66% |
$57.4K - $59.9K
|
37.4K
$1.59M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 59.6% |
$59.5K - $62.1K
|
1K
$42.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.95K- 9.78% |
$78.8K - $82.2K
|
18K
$764K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.18K- 59.18% |
$87.8K - $91.6K
|
1.5K
$63.7K
|
|