Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103KNew |
$3.62M - $3.76M
|
103K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.2KNew |
$2.58M - $2.68M
|
73.2K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.6K+ 389.73% |
$2.24M - $2.33M
|
79.9K
$2.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
63K+ 225.23% |
$2.22M - $2.3M
|
90.9K
$3.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59.7K+ 83.94% |
$2.11M - $2.18M
|
131K
$4.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
43.5K+ 184.91% |
$1.53M - $1.59M
|
67.1K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.4K+ 214.94% |
$1.21M - $1.26M
|
50.4K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.2KNew |
$1.03M - $1.07M
|
29.2K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.1K+ 45.02% |
$887K - $920K
|
81K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$629K - $652K
|
17.8K
$654K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 99.48% |
$606K - $628K
|
34.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.8K+ 13.6% |
$522K - $541K
|
124K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 20.75% |
$508K - $527K
|
83.8K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.3KNew |
$503K - $522K
|
14.3K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14KNew |
$494K - $512K
|
14K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.7KNew |
$483K - $501K
|
13.7K
$502K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$364K - $378K
|
10.3K
$379K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
8.6KNew |
$303K - $315K
|
8.6K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.19KNew |
$289K - $299K
|
8.19K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.84KNew |
$277K - $287K
|
7.84K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
7.71KNew |
$272K - $282K
|
7.71K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
7.55KNew |
$266K - $276K
|
7.55K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
5.9KNew |
$208K - $216K
|
5.9K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.69K+ 28.48% |
$201K - $208K
|
25.7K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 30.12% |
$167K - $173K
|
20.4K
$750K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
4.62K+ 24.77% |
$163K - $169K
|
23.3K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$164K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.74K+ 25.95% |
$132K - $137K
|
18.2K
$667K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.74K+ 6.29% |
$96.7K - $100K
|
46.4K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.35KNew |
$82.8K - $85.9K
|
2.35K
$86.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.09K+ 25.07% |
$73.7K - $76.4K
|
10.4K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 29.32% |
$64.7K - $67.1K
|
8.09K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 16.83% |
$40.9K - $42.4K
|
8.05K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
903+ 55.2% |
$31.8K - $33K
|
2.54K
$93.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
777New |
$27.4K - $28.4K
|
777
$28.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
426+ 14.25% |
$15K - $15.6K
|
3.42K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
411New |
$14.5K - $15K
|
411
$15.1K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
385+ 1.39% |
$13.6K - $14.1K
|
28K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-55- 0.18% |
$1.94K - $2.01K
|
30.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-71- 0.42% |
$2.5K - $2.6K
|
16.7K
$612K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-363- 4.78% |
$12.8K - $13.3K
|
7.23K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-404- 2.01% |
$14.2K - $14.8K
|
19.7K
$722K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-650- 53.28% |
$22.9K - $23.8K
|
570
$20.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.15K- 2.85% |
$40.7K - $42.2K
|
39.3K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 8.1% |
$72.3K - $75K
|
23.3K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.23K- 15.13% |
$149K - $155K
|
23.7K
$869K
|