Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UJUN) 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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.62M+ 4765.48% |
$57.5M - $59.4M
|
1.65M
$60.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
42.3KNew |
$1.5M - $1.55M
|
42.3K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2KNew |
$753K - $777K
|
21.2K
$780K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.8K+ 1388.13% |
$740K - $764K
|
22.3K
$822K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5K+ 8.25% |
$444K - $458K
|
164K
$6.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.3KNew |
$401K - $414K
|
11.3K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$386K - $398K
|
10.9K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.46K+ 55.38% |
$301K - $310K
|
23.7K
$874K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.38KNew |
$227K - $234K
|
6.38K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.35K+ 37.19% |
$226K - $233K
|
23.4K
$863K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
6.06KNew |
$216K - $222K
|
6.06K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.08K+ 9.65% |
$145K - $150K
|
46.4K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.63K+ 5.52% |
$57.9K - $59.7K
|
31.1K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.26KNew |
$44.7K - $46.2K
|
1.26K
$46.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
700New |
$24.9K - $25.7K
|
700
$25.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
533+ 1.83% |
$19K - $19.6K
|
29.7K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
153+ 1.23% |
$5.44K - $5.61K
|
12.6K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
15+ 0.04% |
$533 - $550
|
34.7K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2+ 0.07% |
$71.1 - $73.4
|
2.91K
$107K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27- 0.97% |
$960 - $991
|
2.77K
$102K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.39% |
$3.56K - $3.67K
|
25.3K
$932K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-211- 0.39% |
$7.5K - $7.74K
|
54.2K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-348- 1.21% |
$12.4K - $12.8K
|
28.5K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-711- 1.15% |
$25.3K - $26.1K
|
61.3K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-760- 2.84% |
$27K - $27.9K
|
26K
$959K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-783- 0.69% |
$27.8K - $28.7K
|
112K
$4.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.75K- 3.03% |
$62.1K - $64.1K
|
55.9K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.81K- 22.42% |
$64.3K - $66.3K
|
6.26K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.97K- 10.59% |
$70.1K - $72.3K
|
16.6K
$612K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.12K- 1.36% |
$75.5K - $77.9K
|
155K
$5.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.17K- 16.69% |
$77K - $79.5K
|
10.8K
$398K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.24K- 3.8% |
$79.8K - $82.3K
|
56.9K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.12K- 3.93% |
$147K - $151K
|
101K
$3.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.76K- 2.59% |
$205K - $211K
|
217K
$7.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 30.2% |
$368K - $380K
|
23.9K
$881K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.1K- 92.95% |
$679K - $701K
|
1.45K
$53.4K
|
|