Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT) 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 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
116KNew |
$4.25M - $4.44M
|
116K
$4.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
26KNew |
$959K - $1M
|
26K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.8K+ 35.52% |
$878K - $916K
|
90.9K
$3.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.7K+ 37.8% |
$799K - $833K
|
79.1K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$766K - $800K
|
20.8K
$801K
|
|
|
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
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$670K - $699K
|
18.2K
$701K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
14.4K+ 30.3% |
$529K - $552K
|
61.8K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13K+ 6.39% |
$479K - $499K
|
216K
$8.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.4KNew |
$456K - $476K
|
12.4K
$477K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$391K - $408K
|
10.6K
$409K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.6KNew |
$391K - $408K
|
10.6K
$409K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.57K+ 12.24% |
$279K - $291K
|
69.4K
$2.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.13K+ 117.69% |
$262K - $274K
|
13.2K
$508K
|
|
|
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 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 14.31% |
$184K - $192K
|
39.9K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 39.0% |
$135K - $141K
|
13.1K
$504K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.69K+ 15.98% |
$62.1K - $64.8K
|
12.2K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$60.4K - $63K
|
1.64K
$63.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.13KNew |
$41.6K - $43.4K
|
1.13K
$43.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 18.12% |
$37.7K - $39.3K
|
6.67K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
876+ 0.79% |
$32.3K - $33.7K
|
112K
$4.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
612+ 2.42% |
$22.5K - $23.5K
|
25.9K
$998K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
498+ 10.84% |
$18.3K - $19.1K
|
5.09K
$196K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
276+ 1.74% |
$10.2K - $10.6K
|
16.1K
$620K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34+ 6.8% |
$1.25K - $1.31K
|
534
$20.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-90- 0.41% |
$3.31K - $3.46K
|
21.7K
$835K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140- 4.92% |
$5.16K - $5.38K
|
2.71K
$104K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-225- 1.68% |
$8.29K - $8.65K
|
13.2K
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-316- 4.2% |
$11.6K - $12.1K
|
7.2K
$277K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-471- 2.54% |
$17.3K - $18.1K
|
18.1K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-716- 42.17% |
$26.4K - $27.5K
|
982
$37.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-788- 3.13% |
$29K - $30.3K
|
24.3K
$938K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-865- 1.92% |
$31.9K - $33.2K
|
44.2K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-953- 2.57% |
$35.1K - $36.6K
|
36.2K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.61K- 21.81% |
$59.3K - $61.9K
|
5.78K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 22.1% |
$63K - $65.8K
|
6.03K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.96K- 10.56% |
$72.3K - $75.5K
|
16.6K
$640K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.27K- 7.03% |
$120K - $126K
|
43.2K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.09K- 1.87% |
$224K - $234K
|
320K
$12.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-7.76K- 11.7% |
$286K - $298K
|
58.6K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 14.09% |
$370K - $386K
|
61.2K
$2.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.7K- 52.51% |
$543K - $567K
|
13.3K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 63.34% |
$593K - $618K
|
9.32K
$359K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-19K- 74.75% |
$699K - $729K
|
6.41K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 21.43% |
$730K - $762K
|
72.7K
$2.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-121K- 94.93% |
$4.47M - $4.66M
|
6.49K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-329K- 91.58% |
$12.1M - $12.6M
|
30.3K
$1.17M
|
|