Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
786+ 7.41% |
$29.9K - $30.6K
|
11.4K
$439K
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.91K- 29.84% |
$149K - $152K
|
9.19K
$354K
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
BUY
|
- |
955New |
$36.4K - $37.1K
|
955
$36.8K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.33KNew |
$317K - $324K
|
8.33K
$321K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.8K+ 155.8% |
$792K - $808K
|
34.1K
$1.31M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.13K+ 4.37% |
$43.2K - $44.1K
|
27.1K
$1.04M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.45K- 21.4% |
$131K - $134K
|
12.7K
$487K
|
|
|
Jan 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.8KNew |
$489K - $500K
|
12.8K
$495K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
9.97K+ 8.86% |
$380K - $388K
|
122K
$4.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
549+ 33.48% |
$20.9K - $21.4K
|
2.19K
$84.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
805New |
$30.7K - $31.3K
|
805
$31K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
394New |
$15K - $15.3K
|
394
$15.2K
|
|
|
Jan 22, 2026
Q4 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
306+ 1.39% |
$11.7K - $11.9K
|
22.3K
$858K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.29KNew |
$240K - $245K
|
6.29K
$242K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
78.6K+ 134.13% |
$2.99M - $3.06M
|
137K
$5.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-260- 3.03% |
$9.91K - $10.1K
|
8.33K
$321K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.02K- 12.41% |
$115K - $118K
|
21.3K
$821K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-76.3K- 35.28% |
$2.91M - $2.97M
|
140K
$5.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.59M+ 2011.44% |
$60.6M - $61.9M
|
1.67M
$64.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9KNew |
$343K - $350K
|
9K
$347K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
5.9KNew |
$225K - $230K
|
5.9K
$227K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
65.2K+ 300.85% |
$2.48M - $2.54M
|
86.9K
$3.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-430- 10.43% |
$16.4K - $16.7K
|
3.69K
$142K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
375+ 0.61% |
$14.3K - $14.6K
|
62.1K
$2.39M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.17KNew |
$197K - $201K
|
5.17K
$199K
|
|
| Q3 2025 | |||||||
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-471- 2.54% |
$17.3K - $18.1K
|
18.1K
$697K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 14.09% |
$370K - $386K
|
61.2K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 63.34% |
$593K - $618K
|
9.32K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
116KNew |
$4.25M - $4.44M
|
116K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 14.31% |
$184K - $192K
|
39.9K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 21.43% |
$730K - $762K
|
72.7K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$766K - $800K
|
20.8K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-329K- 91.58% |
$12.1M - $12.6M
|
30.3K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.13KNew |
$41.6K - $43.4K
|
1.13K
$43.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.27K- 7.03% |
$120K - $126K
|
43.2K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.8K+ 35.52% |
$878K - $916K
|
90.9K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-19K- 74.75% |
$699K - $729K
|
6.41K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 18.12% |
$37.7K - $39.3K
|
6.67K
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-716- 42.17% |
$26.4K - $27.5K
|
982
$37.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 22.1% |
$63K - $65.8K
|
6.03K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.86K+ 16.01% |
$253K - $264K
|
49.7K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.94K+ 12.52% |
$219K - $228K
|
53.4K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140- 4.92% |
$5.16K - $5.38K
|
2.71K
$104K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-953- 2.57% |
$35.1K - $36.6K
|
36.2K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$391K - $408K
|
10.6K
$409K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-225- 1.68% |
$8.29K - $8.65K
|
13.2K
$507K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.57K+ 12.24% |
$279K - $291K
|
69.4K
$2.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.69K+ 15.98% |
$62.1K - $64.8K
|
12.2K
$471K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 38.43% |
$702K - $733K
|
68.7K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-865- 1.92% |
$31.9K - $33.2K
|
44.2K
$1.7M
|
|