Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY) 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 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.7K+ 13.58% |
$516K - $537K
|
131K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.9KNew |
$293K - $305K
|
8.9K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.24K+ 45.87% |
$205K - $214K
|
19.8K
$682K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.05KNew |
$199K - $207K
|
6.05K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.51K+ 94.21% |
$82.4K - $85.9K
|
5.16K
$178K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.47K+ 8.3% |
$81.3K - $84.6K
|
32.2K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
893+ 7.71% |
$29.4K - $30.6K
|
12.5K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
462New |
$15.2K - $15.8K
|
462
$15.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
431+ 21.38% |
$14.2K - $14.8K
|
2.45K
$84.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
148+ 1.45% |
$4.87K - $5.07K
|
10.4K
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
147+ 0.88% |
$4.84K - $5.04K
|
16.9K
$582K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100+ 11.11% |
$3.29K - $3.43K
|
1K
$34.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56+ 51.85% |
$1.84K - $1.92K
|
164
$5.64K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-23- 0.36% |
$757 - $788
|
6.41K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-46- 0.32% |
$1.51K - $1.58K
|
14.1K
$486K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-155- 32.98% |
$5.1K - $5.31K
|
315
$10.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-278- 0.77% |
$9.15K - $9.53K
|
36K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-290- 2.03% |
$9.54K - $9.94K
|
14K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-500- 3.04% |
$16.5K - $17.1K
|
16K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-935- 5.78% |
$30.8K - $32.1K
|
15.2K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-950- 1.64% |
$31.3K - $32.6K
|
57.1K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 16.02% |
$42.8K - $44.6K
|
6.81K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.47K- 10.71% |
$48.3K - $50.3K
|
12.2K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.6K- 4.35% |
$52.6K - $54.7K
|
35.1K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.89K- 6.73% |
$62.3K - $64.9K
|
26.2K
$903K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.02K- 11.58% |
$66.3K - $69.1K
|
15.4K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 18.85% |
$70.7K - $73.6K
|
9.25K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 19.66% |
$85.2K - $88.8K
|
10.6K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.92K- 40.22% |
$96.2K - $100K
|
4.35K
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.04K- 9.87% |
$100K - $104K
|
27.7K
$954K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.2K- 9.7% |
$138K - $144K
|
39.1K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.94K- 34.93% |
$162K - $169K
|
9.19K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.11K- 22.39% |
$300K - $312K
|
31.6K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.16K- 52.99% |
$301K - $314K
|
8.13K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50K- 58.45% |
$1.65M - $1.71M
|
35.5K
$1.22M
|