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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.02K+ 44.34% |
$296K - $332K
|
29.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-935K- 98.66% |
$30.7M - $34.4M
|
12.7K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.43K- 30.74% |
$178K - $200K
|
12.2K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
994+ 31.79% |
$32.6K - $36.6K
|
4.12K
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.54K- 29.81% |
$116K - $130K
|
8.34K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.31K+ 1136.52% |
$42.9K - $48.1K
|
1.42K
$54.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 7.5% |
$99.5K - $112K
|
43.5K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-5.55K- 31.54% |
$182K - $204K
|
12K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 33.43% |
$3.97K - $4.45K
|
241
$9.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-500- 83.33% |
$16.4K - $18.4K
|
100
$3.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.25KNew |
$107K - $120K
|
3.25K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 47.57% |
$41K - $46K
|
3.88K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-762- 8.15% |
$25K - $28K
|
8.59K
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-894- 50.17% |
$29.3K - $32.9K
|
888
$34.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.64KNew |
$251K - $281K
|
7.64K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.4K+ 2.71% |
$45.9K - $51.5K
|
53K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.2KNew |
$695K - $779K
|
21.2K
$816K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.75KNew |
$188K - $211K
|
5.75K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.56KNew |
$313K - $351K
|
9.56K
$368K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
5.59KNew |
$183K - $205K
|
5.59K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.53K- 13.92% |
$116K - $130K
|
21.8K
$841K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.54K- 20.14% |
$182K - $204K
|
22K
$847K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.58K- 42.71% |
$84.4K - $94.7K
|
3.45K
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-73- 0.12% |
$2.39K - $2.68K
|
63.4K
$2.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-762- 1.4% |
$25K - $28K
|
53.6K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 10.22% |
$32.8K - $36.8K
|
10.8K
$415K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.11K- 7.22% |
$36.4K - $40.8K
|
14.2K
$549K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34- 6.37% |
$1.17K - $1.23K
|
500
$19.3K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.5KNew |
$599K - $631K
|
17.5K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.65K- 1.86% |
$56.6K - $59.6K
|
86.9K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-250- 2.79% |
$8.57K - $9.03K
|
8.73K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$344K - $362K
|
10K
$386K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 117.44% |
$362K - $382K
|
19.6K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.95K+ 64.53% |
$101K - $107K
|
7.53K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$208K - $219K
|
6.07K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.2K- 30.59% |
$486K - $512K
|
32.1K
$1.24M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.32K- 34.38% |
$150K - $154K
|
8.25K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$203K - $210K
|
5.87K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.58KNew |
$297K - $306K
|
8.58K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69KNew |
$197K - $203K
|
5.69K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 45.59% |
$1.07K - $1.11K
|
37
$1.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
9.58KNew |
$332K - $342K
|
9.58K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-121- 21.96% |
$4.19K - $4.32K
|
430
$16.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
45.5KNew |
$1.58M - $1.63M
|
45.5K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$493K - $508K
|
14.2K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.31K- 16.55% |
$45.4K - $46.8K
|
6.61K
$255K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.44KNew |
$258K - $266K
|
7.44K
$286K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 14.08% |
$33.9K - $34.8K
|
6.1K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.62K+ 67.02% |
$156K - $161K
|
11.5K
$443K
|
|