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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-751- 1.62% |
$25.4K - $28.2K
|
45.6K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.5KNew |
$558K - $621K
|
16.5K
$620K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
13KNew |
$440K - $489K
|
13K
$489K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
18.5K+ 14.1% |
$624K - $694K
|
149K
$5.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17KNew |
$73.3K - $81.5K
|
2.17K
$81.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
188K+ 2497.16% |
$6.37M - $7.09M
|
196K
$7.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.84K+ 2.74% |
$62.2K - $69.2K
|
68.9K
$2.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-28.7K- 73.04% |
$972K - $1.08M
|
10.6K
$399K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
385+ 1.39% |
$13.6K - $14.1K
|
28K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 8.1% |
$72.3K - $75K
|
23.3K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$629K - $652K
|
17.8K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-71- 0.42% |
$2.5K - $2.6K
|
16.7K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 29.32% |
$64.7K - $67.1K
|
8.09K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103KNew |
$3.62M - $3.76M
|
103K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.69K+ 28.48% |
$201K - $208K
|
25.7K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.6K+ 389.73% |
$2.24M - $2.33M
|
79.9K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
411New |
$14.5K - $15K
|
411
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.8K- 34.36% |
$240K - $249K
|
13K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.2KNew |
$1.03M - $1.07M
|
29.2K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.3KNew |
$503K - $522K
|
14.3K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-55- 0.18% |
$1.94K - $2.01K
|
30.7K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.84KNew |
$277K - $287K
|
7.84K
$295K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.8K+ 13.6% |
$522K - $541K
|
124K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.2KNew |
$2.58M - $2.68M
|
73.2K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
426+ 14.25% |
$15K - $15.6K
|
3.42K
$128K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-404- 2.01% |
$14.2K - $14.8K
|
19.7K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-6.85K- 41.33% |
$242K - $251K
|
9.72K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 20.75% |
$508K - $527K
|
83.8K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
777New |
$27.4K - $28.4K
|
777
$29.2K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23.6K- 8.51% |
$831K - $862K
|
253K
$9.53M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
903+ 55.2% |
$31.8K - $33K
|
2.54K
$95.5K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.19KNew |
$289K - $299K
|
8.19K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
5.9KNew |
$208K - $216K
|
5.9K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.09K+ 25.07% |
$73.7K - $76.4K
|
10.4K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.4K+ 214.94% |
$1.21M - $1.26M
|
50.4K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14KNew |
$494K - $512K
|
14K
$526K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 16.83% |
$40.9K - $42.4K
|
8.05K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
4.62K+ 24.77% |
$163K - $169K
|
23.3K
$876K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-8.18K- 18.78% |
$288K - $299K
|
35.4K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2K- 23.15% |
$183K - $190K
|
17.3K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 99.48% |
$606K - $628K
|
34.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$364K - $378K
|
10.3K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-53.9K- 68.68% |
$1.9M - $1.97M
|
24.6K
$924K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.35KNew |
$82.8K - $85.9K
|
2.35K
$88.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
63K+ 225.23% |
$2.22M - $2.3M
|
90.9K
$3.42M
|
|