Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 31.65% |
$785K - $815K
|
45.1K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14.8K- 38.59% |
$558K - $579K
|
23.6K
$927K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.3K- 29.91% |
$350K - $363K
|
21.8K
$855K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.11K- 7.65% |
$267K - $277K
|
85.8K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.4K- 32.58% |
$203K - $211K
|
11.2K
$438K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.6K- 28.2% |
$173K - $179K
|
11.7K
$459K
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.89K- 13.46% |
$109K - $113K
|
18.6K
$729K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.69K- 16.16% |
$101K - $105K
|
13.9K
$547K
|
|
|
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
|
|
|
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 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.1K- 2.64% |
$78.8K - $81.8K
|
77.5K
$3.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.28K- 12.03% |
$47.9K - $49.7K
|
9.33K
$366K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.07K- 11.15% |
$40.4K - $41.9K
|
8.55K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-825- 18.44% |
$31K - $32.2K
|
3.65K
$143K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-818- 0.42% |
$30.7K - $31.9K
|
195K
$7.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-310- 1.02% |
$11.6K - $12.1K
|
30.2K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-269- 7.88% |
$10.1K - $10.5K
|
3.15K
$123K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-207- 2.87% |
$7.78K - $8.08K
|
7K
$275K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-199- 0.29% |
$7.48K - $7.76K
|
68.7K
$2.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-131- 0.29% |
$4.92K - $5.11K
|
45.5K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.77% |
$3.76K - $3.9K
|
12.9K
$506K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-26- 0.11% |
$977 - $1.01K
|
23.8K
$933K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25- 0.15% |
$940 - $975
|
16.7K
$653K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-22- 0.4% |
$827 - $858
|
5.53K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-20- 0.14% |
$752 - $780
|
14.2K
$556K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 18.96% |
$658K - $732K
|
83.2K
$3.26M
|
|
|
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 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 16.27% |
$1.15K - $1.28K
|
175
$6.86K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-6.85K- 41.33% |
$242K - $251K
|
9.72K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.8K- 34.36% |
$240K - $249K
|
13K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.23K- 15.13% |
$149K - $155K
|
23.7K
$930K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-650- 53.28% |
$22.9K - $23.8K
|
570
$22.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-404- 2.01% |
$14.2K - $14.8K
|
19.7K
$772K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-16.9K- 36.39% |
$587K - $608K
|
29.6K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.56K- 28.15% |
$88.9K - $92K
|
6.54K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 0.26% |
$8.68K - $8.98K
|
97.5K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 1.84% |
$1.7K - $1.76K
|
2.62K
$103K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-917- 46.24% |
$30.1K - $32K
|
1.07K
$41.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-292- 37.68% |
$9.59K - $10.2K
|
483
$18.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 48.84% |
$219K - $227K
|
7.28K
$285K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-54- 71.05% |
$1.7K - $1.76K
|
22
$863
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9.75KClosed |
$284K - $308K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.93K- 3.27% |
$86.9K - $89.1K
|
86.5K
$3.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$297 - $305
|
7
$275
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.36% |
$1K - $1.05K
|
9.57K
$375K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 44.44% |
$111 - $115
|
5
$196
|
|