Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
188K+ 2497.16% |
$6.37M - $7.09M
|
196K
$7.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
18.5K+ 14.1% |
$624K - $694K
|
149K
$5.61M
|
|
|
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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17KNew |
$73.3K - $81.5K
|
2.17K
$81.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.84K+ 2.74% |
$62.2K - $69.2K
|
68.9K
$2.59M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103KNew |
$3.62M - $3.76M
|
103K
$3.86M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.2KNew |
$2.58M - $2.68M
|
73.2K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.6K+ 389.73% |
$2.24M - $2.33M
|
79.9K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
63K+ 225.23% |
$2.22M - $2.3M
|
90.9K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.4K+ 214.94% |
$1.21M - $1.26M
|
50.4K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.2KNew |
$1.03M - $1.07M
|
29.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$629K - $652K
|
17.8K
$670K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 99.48% |
$606K - $628K
|
34.5K
$1.3M
|
|
|
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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 20.75% |
$508K - $527K
|
83.8K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.3KNew |
$503K - $522K
|
14.3K
$537K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14KNew |
$494K - $512K
|
14K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.7KNew |
$483K - $501K
|
13.7K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$364K - $378K
|
10.3K
$388K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
8.6KNew |
$303K - $315K
|
8.6K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.19KNew |
$289K - $299K
|
8.19K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.84KNew |
$277K - $287K
|
7.84K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
7.71KNew |
$272K - $282K
|
7.71K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
5.9KNew |
$208K - $216K
|
5.9K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.69K+ 28.48% |
$201K - $208K
|
25.7K
$966K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 30.12% |
$167K - $173K
|
20.4K
$769K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
4.62K+ 24.77% |
$163K - $169K
|
23.3K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.74K+ 25.95% |
$132K - $137K
|
18.2K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.35KNew |
$82.8K - $85.9K
|
2.35K
$88.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.09K+ 25.07% |
$73.7K - $76.4K
|
10.4K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 29.32% |
$64.7K - $67.1K
|
8.09K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 16.83% |
$40.9K - $42.4K
|
8.05K
$303K
|
|
|
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
|
North Rock Partners, LLC
|
BUY
|
- |
777New |
$27.4K - $28.4K
|
777
$29.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
426+ 14.25% |
$15K - $15.6K
|
3.42K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
411New |
$14.5K - $15K
|
411
$15.5K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
385+ 1.39% |
$13.6K - $14.1K
|
28K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17.7KNew |
$616K - $638K
|
17.7K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.9KNew |
$588K - $608K
|
16.9K
$637K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.5K+ 124.58% |
$364K - $377K
|
18.9K
$710K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.04KNew |
$36.2K - $37.5K
|
1.04K
$39.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
562+ 195.14% |
$19.5K - $20.2K
|
850
$32K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
40.3K+ 190.0% |
$1.32M - $1.41M
|
61.5K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.72K+ 20.56% |
$286K - $304K
|
51.1K
$1.92M
|
|