Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAY) 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 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
18.8K+ 94.71% |
$577K - $656K
|
38.6K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.1K+ 69.44% |
$341K - $387K
|
27.1K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 20.63% |
$58.6K - $66.6K
|
7.34K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1KNew |
$494K - $562K
|
16.1K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8K+ 216.79% |
$454K - $515K
|
21.6K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.5K+ 27.05% |
$475K - $539K
|
72.6K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.35K- 77.12% |
$103K - $117K
|
994
$35.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 42.0% |
$407K - $463K
|
44.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.16K- 99.98% |
$159K - $180K
|
1
$35.3
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-10- 0.06% |
$307 - $349
|
15.4K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24K+ 4.71% |
$38K - $43.2K
|
27.5K
$971K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.02K- 8.3% |
$31.2K - $35.4K
|
11.2K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
474New |
$14.6K - $16.5K
|
474
$16.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 46.57% |
$461K - $523K
|
47.2K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
170+ 1.12% |
$5.22K - $5.93K
|
15.4K
$544K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.92K+ 27.91% |
$305K - $346K
|
45.5K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.1K+ 9.96% |
$401K - $456K
|
144K
$5.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
42.4K+ 521.93% |
$1.3M - $1.48M
|
50.5K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97+ 1.28% |
$2.98K - $3.39K
|
7.67K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.36KNew |
$226K - $257K
|
7.36K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 40.1% |
$443K - $504K
|
50.4K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-643- 6.21% |
$19.7K - $22.4K
|
9.71K
$343K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.31K+ 15.54% |
$132K - $150K
|
32K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 17.27% |
$56.1K - $63.8K
|
8.76K
$309K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15KNew |
$460K - $522K
|
15K
$529K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-138- 21.63% |
$4.24K - $4.82K
|
500
$17.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.46KNew |
$229K - $260K
|
7.46K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
727New |
$22.3K - $25.4K
|
727
$25.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
38.7K+ 228.57% |
$1.19M - $1.35M
|
55.6K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.74KNew |
$268K - $305K
|
8.74K
$309K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
893+ 7.71% |
$29.4K - $30.6K
|
12.5K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.9KNew |
$293K - $305K
|
8.9K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56+ 51.85% |
$1.84K - $1.92K
|
164
$5.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.94K- 34.93% |
$162K - $169K
|
9.19K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
462New |
$15.2K - $15.8K
|
462
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
431+ 21.38% |
$14.2K - $14.8K
|
2.45K
$86.5K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-46- 0.32% |
$1.51K - $1.58K
|
14.1K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-23- 0.36% |
$757 - $788
|
6.41K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.6K- 4.35% |
$52.6K - $54.7K
|
35.1K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-155- 32.98% |
$5.1K - $5.31K
|
315
$11.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100+ 11.11% |
$3.29K - $3.43K
|
1K
$35.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.05KNew |
$199K - $207K
|
6.05K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.2K- 9.7% |
$138K - $144K
|
39.1K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-290- 2.03% |
$9.54K - $9.94K
|
14K
$496K
|
|
| Q4 2024 | |||||||
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.84K- 11.64% |
$224K - $231K
|
51.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.44K- 32.48% |
$310K - $319K
|
19.6K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.62KNew |
$217K - $224K
|
6.62K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.02KNew |
$198K - $203K
|
6.02K
$213K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.72K- 91.39% |
$116K - $123K
|
350
$12.4K
|
|