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 |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-576K- 51.06% |
$18.3M - $19.4M
|
552K
$19.2M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-130K- 29.02% |
$4.12M - $4.39M
|
318K
$11.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.61K- 8.61% |
$210K - $223K
|
70.2K
$2.44M
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.39K- 7.4% |
$107K - $114K
|
42.4K
$1.48M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 18.42% |
$65.1K - $69.2K
|
9.1K
$317K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.73K- 1.91% |
$54.8K - $58.3K
|
88.8K
$3.09M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 46.3% |
$40.5K - $43.1K
|
1.48K
$51.6K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.27K- 2.78% |
$40.3K - $42.8K
|
44.5K
$1.55M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-525- 6.35% |
$16.6K - $17.7K
|
7.74K
$269K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-304- 0.94% |
$9.63K - $10.2K
|
31.9K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$63.4 - $67.4
|
7.64K
$266K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 48.84% |
$219K - $227K
|
7.28K
$253K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-54- 71.05% |
$1.7K - $1.76K
|
22
$766
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-177K- 95.24% |
$5.17M - $5.6M
|
8.85K
$308K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9.75KClosed |
$284K - $308K
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.64K- 44.55% |
$194K - $210K
|
8.26K
$288K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 3.17% |
$1.17K - $1.26K
|
1.22K
$42.5K
|
|
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
$3.01M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$297 - $305
|
7
$244
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.36% |
$1K - $1.05K
|
9.57K
$333K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 44.44% |
$111 - $115
|
5
$174
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.34K- 12.41% |
$64.9K - $67.4K
|
16.5K
$575K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.39K- 7.8% |
$38.4K - $39.9K
|
16.4K
$570K
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 0.04% |
$360 - $374
|
36.1K
$1.26M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.27K- 24.19% |
$118K - $127K
|
13.4K
$466K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.9KClosed |
$886K - $966K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.84KClosed |
$273K - $298K
|
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
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.42KClosed |
$39.3K - $42.9K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-530Closed |
$15.5K - $16.1K
|
0
$0
|
|
Q4 2021 | |||||||
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
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.11KClosed |
$32.2K - $33K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-99.5KClosed |
$2.88M - $2.92M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-191Closed |
$5.53K - $5.62K
|
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
|
|
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
|