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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.9KClosed |
$886K - $966K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.42KClosed |
$39.3K - $42.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.1KClosed |
$197K - $215K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-7KClosed |
$194K - $212K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$29.4K - $30.4K
|
1K
$35.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-530Closed |
$15.5K - $16.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
16.8KNew |
$488K - $500K
|
16.8K
$599K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.11KClosed |
$32.2K - $33K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.49KClosed |
$247K - $253K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.14KClosed |
$33.2K - $34K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-191Closed |
$5.53K - $5.62K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-99.5KClosed |
$2.88M - $2.92M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-117KClosed |
$3.23M - $3.32M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.12KClosed |
$225K - $231K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
10.7KNew |
$297K - $305K
|
10.7K
$383K
|
|
| Q3 2020 | |||||||
|
Oct 16, 2020
Q3 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-176KClosed |
$4.69M - $4.81M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 07, 2020
Q2 2020
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-57.5KClosed |
$1.4M - $1.54M
|
0
$0
|
|