Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
58.4K+ 24.93% |
$2.19M - $2.28M
|
293K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9K+ 165.98% |
$1.12M - $1.17M
|
47.9K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$530K - $550K
|
14.1K
$553K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8K+ 8.74% |
$445K - $462K
|
147K
$5.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.77K+ 176.49% |
$367K - $381K
|
15.3K
$600K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.98K+ 12.76% |
$262K - $272K
|
61.7K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.97KNew |
$262K - $272K
|
6.97K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.6K+ 10.32% |
$248K - $257K
|
70.6K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.04KNew |
$227K - $236K
|
6.04K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.88KNew |
$183K - $190K
|
4.88K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.01K+ 567.99% |
$75.3K - $78.2K
|
2.36K
$92.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.51K+ 0.1% |
$56.6K - $58.7K
|
1.56M
$61M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3KNew |
$48.8K - $50.6K
|
1.3K
$50.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
864+ 8.41% |
$32.5K - $33.7K
|
11.1K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
388New |
$14.6K - $15.1K
|
388
$15.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
296+ 19.97% |
$11.1K - $11.5K
|
1.78K
$69.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126+ 0.81% |
$4.74K - $4.92K
|
15.6K
$614K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 1.26% |
$3.76K - $3.9K
|
8.06K
$316K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-20- 0.14% |
$752 - $780
|
14.2K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-22- 0.4% |
$827 - $858
|
5.53K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25- 0.15% |
$940 - $975
|
16.7K
$653K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-26- 0.11% |
$977 - $1.01K
|
23.8K
$933K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.77% |
$3.76K - $3.9K
|
12.9K
$506K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-131- 0.29% |
$4.92K - $5.11K
|
45.5K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-199- 0.29% |
$7.48K - $7.76K
|
68.7K
$2.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-207- 2.87% |
$7.78K - $8.08K
|
7K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-269- 7.88% |
$10.1K - $10.5K
|
3.15K
$123K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-310- 1.02% |
$11.6K - $12.1K
|
30.2K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-818- 0.42% |
$30.7K - $31.9K
|
195K
$7.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-825- 18.44% |
$31K - $32.2K
|
3.65K
$143K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.07K- 11.15% |
$40.4K - $41.9K
|
8.55K
$335K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.28K- 12.03% |
$47.9K - $49.7K
|
9.33K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.1K- 2.64% |
$78.8K - $81.8K
|
77.5K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 2.58% |
$86.6K - $89.9K
|
86.9K
$3.41M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-2.54K- 29.5% |
$95.4K - $99K
|
6.07K
$238K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.63K- 1.76% |
$98.7K - $102K
|
147K
$5.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.69K- 16.16% |
$101K - $105K
|
13.9K
$547K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.89K- 13.46% |
$109K - $113K
|
18.6K
$729K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.74K- 15.96% |
$140K - $146K
|
19.7K
$771K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.6K- 28.2% |
$173K - $179K
|
11.7K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.4K- 32.58% |
$203K - $211K
|
11.2K
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.11K- 7.65% |
$267K - $277K
|
85.8K
$3.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.3K- 29.91% |
$350K - $363K
|
21.8K
$855K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-11.2K- 17.25% |
$423K - $439K
|
53.9K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.5K- 4.63% |
$432K - $448K
|
237K
$9.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14.8K- 38.59% |
$558K - $579K
|
23.6K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 31.65% |
$785K - $815K
|
45.1K
$1.77M
|