Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.53M+ 6228.13% |
$51.7M - $57.5M
|
1.55M
$61M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
908KNew |
$30.7M - $34.2M
|
908K
$35.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
234KNew |
$7.92M - $8.81M
|
234K
$9.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
188K+ 2497.16% |
$6.37M - $7.09M
|
196K
$7.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
64KNew |
$2.16M - $2.41M
|
64K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
62.9KNew |
$2.13M - $2.37M
|
62.9K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
59.5KNew |
$2.01M - $2.24M
|
59.5K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36.8K+ 126.02% |
$1.24M - $1.38M
|
66K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
18.5K+ 14.1% |
$624K - $694K
|
149K
$5.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.5KNew |
$558K - $621K
|
16.5K
$647K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.9K+ 21.67% |
$537K - $597K
|
89.2K
$3.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
13KNew |
$440K - $489K
|
13K
$510K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.9K+ 9.61% |
$402K - $447K
|
136K
$5.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3KNew |
$348K - $387K
|
10.3K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.36K+ 129.68% |
$316K - $352K
|
16.6K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.1KNew |
$308K - $342K
|
9.1K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.03K+ 10.77% |
$305K - $340K
|
92.9K
$3.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.79K+ 112.02% |
$297K - $330K
|
16.6K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.55KNew |
$188K - $209K
|
5.55K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.53KNew |
$187K - $208K
|
5.53K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.1K+ 48.89% |
$172K - $192K
|
15.5K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.34K+ 8.61% |
$147K - $163K
|
54.7K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.1K+ 8.75% |
$105K - $116K
|
38.5K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.53K+ 18.04% |
$85.4K - $95K
|
16.5K
$648K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 8.84% |
$83.7K - $93.1K
|
30.5K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17KNew |
$73.3K - $81.5K
|
2.17K
$85K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.84K+ 2.74% |
$62.2K - $69.2K
|
68.9K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.35K+ 7.63% |
$45.8K - $50.9K
|
19.1K
$749K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 5.14% |
$35.5K - $39.5K
|
21.5K
$843K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
533+ 2.29% |
$18K - $20K
|
23.8K
$934K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
517+ 3.78% |
$17.5K - $19.4K
|
14.2K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
353New |
$11.9K - $13.3K
|
353
$13.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
347+ 1.91% |
$11.7K - $13.1K
|
18.5K
$726K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
294+ 37.84% |
$9.94K - $11.1K
|
1.07K
$42K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
152+ 0.65% |
$5.14K - $5.72K
|
23.4K
$918K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
142+ 0.46% |
$4.8K - $5.34K
|
30.8K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.33% |
$812 - $903
|
7.21K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 16.27% |
$1.15K - $1.28K
|
175
$6.86K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-83- 1.03% |
$2.81K - $3.12K
|
7.96K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-322- 0.4% |
$10.9K - $12.1K
|
79.6K
$3.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-751- 1.62% |
$25.4K - $28.2K
|
45.6K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-954- 5.52% |
$32.3K - $35.9K
|
16.3K
$640K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.36K- 9.75% |
$114K - $126K
|
31.1K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.09K- 2.01% |
$172K - $191K
|
248K
$9.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.67K- 29.85% |
$259K - $288K
|
18K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 9.53% |
$261K - $290K
|
73.3K
$2.87M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.8K- 8.03% |
$401K - $445K
|
136K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 18.96% |
$658K - $732K
|
83.2K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-25.7K- 28.29% |
$870K - $967K
|
65.2K
$2.56M
|