Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 2.58% |
$86.6K - $89.9K
|
86.9K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.97KNew |
$262K - $272K
|
6.97K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.4K- 32.58% |
$203K - $211K
|
11.2K
$438K
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3KNew |
$48.8K - $50.6K
|
1.3K
$50.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25- 0.15% |
$940 - $975
|
16.7K
$653K
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$530K - $550K
|
14.1K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 31.65% |
$785K - $815K
|
45.1K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
388New |
$14.6K - $15.1K
|
388
$15.2K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-22- 0.4% |
$827 - $858
|
5.53K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.1K- 2.64% |
$78.8K - $81.8K
|
77.5K
$3.04M
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
296+ 19.97% |
$11.1K - $11.5K
|
1.78K
$69.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.74K- 15.96% |
$140K - $146K
|
19.7K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126+ 0.81% |
$4.74K - $4.92K
|
15.6K
$614K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-825- 18.44% |
$31K - $32.2K
|
3.65K
$143K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.01K+ 567.99% |
$75.3K - $78.2K
|
2.36K
$92.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.88KNew |
$183K - $190K
|
4.88K
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-818- 0.42% |
$30.7K - $31.9K
|
195K
$7.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.3K- 29.91% |
$350K - $363K
|
21.8K
$855K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.69K- 16.16% |
$101K - $105K
|
13.9K
$547K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-131- 0.29% |
$4.92K - $5.11K
|
45.5K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 1.26% |
$3.76K - $3.9K
|
8.06K
$316K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-26- 0.11% |
$977 - $1.01K
|
23.8K
$933K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.77K+ 176.49% |
$367K - $381K
|
15.3K
$600K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14.8K- 38.59% |
$558K - $579K
|
23.6K
$927K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-20- 0.14% |
$752 - $780
|
14.2K
$556K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.6K- 28.2% |
$173K - $179K
|
11.7K
$459K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
864+ 8.41% |
$32.5K - $33.7K
|
11.1K
$437K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-269- 7.88% |
$10.1K - $10.5K
|
3.15K
$123K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.07K- 11.15% |
$40.4K - $41.9K
|
8.55K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
58.4K+ 24.93% |
$2.19M - $2.28M
|
293K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.6K+ 10.32% |
$248K - $257K
|
70.6K
$2.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.5K- 4.63% |
$432K - $448K
|
237K
$9.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-11.2K- 17.25% |
$423K - $439K
|
53.9K
$2.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.11K- 7.65% |
$267K - $277K
|
85.8K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.04KNew |
$227K - $236K
|
6.04K
$237K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.77% |
$3.76K - $3.9K
|
12.9K
$506K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-310- 1.02% |
$11.6K - $12.1K
|
30.2K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-207- 2.87% |
$7.78K - $8.08K
|
7K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.51K+ 0.1% |
$56.6K - $58.7K
|
1.56M
$61M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.28K- 12.03% |
$47.9K - $49.7K
|
9.33K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-199- 0.29% |
$7.48K - $7.76K
|
68.7K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.63K- 1.76% |
$98.7K - $102K
|
147K
$5.75M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-2.54K- 29.5% |
$95.4K - $99K
|
6.07K
$238K
|
|
| Q2 2025 | |||||||
|
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
|
Old Mission Capital LLC
|
BUY
|
- |
59.5KNew |
$2.01M - $2.24M
|
59.5K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
908KNew |
$30.7M - $34.2M
|
908K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 18.96% |
$658K - $732K
|
83.2K
$3.26M
|
|