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
$59.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
234KNew |
$7.92M - $8.81M
|
234K
$8.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
188K+ 2497.16% |
$6.37M - $7.09M
|
196K
$7.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
64KNew |
$2.16M - $2.41M
|
64K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
18.5K+ 14.1% |
$624K - $694K
|
149K
$5.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.5KNew |
$558K - $621K
|
16.5K
$628K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
13KNew |
$440K - $489K
|
13K
$495K
|
|
|
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
$5.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3KNew |
$348K - $387K
|
10.3K
$391K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.03K+ 10.77% |
$305K - $340K
|
92.9K
$3.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.1K+ 8.75% |
$105K - $116K
|
38.5K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.53K+ 18.04% |
$85.4K - $95K
|
16.5K
$629K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 8.84% |
$83.7K - $93.1K
|
30.5K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17KNew |
$73.3K - $81.5K
|
2.17K
$82.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.84K+ 2.74% |
$62.2K - $69.2K
|
68.9K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 5.14% |
$35.5K - $39.5K
|
21.5K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
517+ 3.78% |
$17.5K - $19.4K
|
14.2K
$541K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
347+ 1.91% |
$11.7K - $13.1K
|
18.5K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
294+ 37.84% |
$9.94K - $11.1K
|
1.07K
$40.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
142+ 0.46% |
$4.8K - $5.34K
|
30.8K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.33% |
$812 - $903
|
7.21K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-83- 1.03% |
$2.81K - $3.12K
|
7.96K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-751- 1.62% |
$25.4K - $28.2K
|
45.6K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.36K- 9.75% |
$114K - $126K
|
31.1K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.09K- 2.01% |
$172K - $191K
|
248K
$9.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-25.7K- 28.29% |
$870K - $967K
|
65.2K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-28.7K- 73.04% |
$972K - $1.08M
|
10.6K
$404K
|