Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.59M+ 2011.44% |
$60.6M - $61.9M
|
1.67M
$64.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
78.6K+ 134.13% |
$2.99M - $3.06M
|
137K
$5.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
65.2K+ 300.85% |
$2.48M - $2.54M
|
86.9K
$3.35M
|
|
|
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 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.17KNew |
$197K - $201K
|
5.17K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
375+ 0.61% |
$14.3K - $14.6K
|
62.1K
$2.39M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-260- 3.03% |
$9.91K - $10.1K
|
8.33K
$321K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-430- 10.43% |
$16.4K - $16.7K
|
3.69K
$142K
|
|
|
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
|
|