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, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-28.7K- 73.04% |
$972K - $1.08M
|
10.6K
$399K
|
|
Q1 2025 | |||||||
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-53.9K- 68.68% |
$1.9M - $1.97M
|
24.6K
$924K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23.6K- 8.51% |
$831K - $862K
|
253K
$9.53M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-8.18K- 18.78% |
$288K - $299K
|
35.4K
$1.33M
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-6.85K- 41.33% |
$242K - $251K
|
9.72K
$366K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.8K- 34.36% |
$240K - $249K
|
13K
$488K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2K- 23.15% |
$183K - $190K
|
17.3K
$649K
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.23K- 15.13% |
$149K - $155K
|
23.7K
$891K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 8.1% |
$72.3K - $75K
|
23.3K
$874K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-650- 53.28% |
$22.9K - $23.8K
|
570
$21.4K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-404- 2.01% |
$14.2K - $14.8K
|
19.7K
$741K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-363- 4.78% |
$12.8K - $13.3K
|
7.23K
$272K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-71- 0.42% |
$2.5K - $2.6K
|
16.7K
$627K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-55- 0.18% |
$1.94K - $2.01K
|
30.7K
$1.15M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.4K- 31.35% |
$882K - $912K
|
55.6K
$2.09M
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-16.9K- 36.39% |
$587K - $608K
|
29.6K
$1.11M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.56K- 28.15% |
$88.9K - $92K
|
6.54K
$246K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 0.26% |
$8.68K - $8.98K
|
97.5K
$3.67M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 1.84% |
$1.7K - $1.76K
|
2.62K
$98.4K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 12.92% |
$1.08K - $1.11K
|
209
$7.86K
|
|
Q3 2024 | |||||||
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-917- 46.24% |
$30.1K - $32K
|
1.07K
$40.1K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-780- 28.34% |
$25.6K - $27.2K
|
1.97K
$74.1K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-647- 6.3% |
$21.2K - $22.6K
|
9.63K
$362K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-292- 37.68% |
$9.59K - $10.2K
|
483
$18.2K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 46.3% |
$40.5K - $43.1K
|
1.48K
$55.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 48.84% |
$219K - $227K
|
7.28K
$274K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-54- 71.05% |
$1.7K - $1.76K
|
22
$827
|
|
Q4 2023 | |||||||
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
$311K
|
|
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
$3.25M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$297 - $305
|
7
$263
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.36% |
$1K - $1.05K
|
9.57K
$360K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 44.44% |
$111 - $115
|
5
$188
|
|
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
$621K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.39K- 7.8% |
$38.4K - $39.9K
|
16.4K
$615K
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 0.04% |
$360 - $374
|
36.1K
$1.36M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.27K- 24.19% |
$118K - $127K
|
13.4K
$503K
|
|
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
|