Purchases and Sales Made in Q3 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 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 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.2K+ 9.17% |
$461K - $474K
|
157K
$5.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$456K - $468K
|
13.1K
$467K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
600New |
$20.9K - $21.5K
|
600
$21.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
300New |
$10.5K - $10.8K
|
300
$10.7K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-70- 0.8% |
$2.44K - $2.51K
|
8.67K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-134- 0.87% |
$4.68K - $4.81K
|
15.3K
$546K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-215- 0.39% |
$7.51K - $7.71K
|
55.4K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-229- 23.04% |
$7.99K - $8.21K
|
765
$27.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-449- 0.87% |
$15.7K - $16.1K
|
51.5K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-841- 1.85% |
$29.4K - $30.2K
|
44.6K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-927- 2.37% |
$32.4K - $33.3K
|
38.2K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.33K- 4.16% |
$46.5K - $47.8K
|
30.7K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.81K- 13.47% |
$238K - $244K
|
43.7K
$1.56M
|