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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
470New |
$12.9K - $13.3K
|
470
$15.1K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$418K - $429K
|
15.2K
$487K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.19KNew |
$242K - $257K
|
9.19K
$295K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
172KNew |
$4.53M - $4.81M
|
172K
$5.51M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.59KNew |
$200K - $212K
|
7.59K
$243K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.05KNew |
$27.6K - $29.3K
|
1.05K
$33.7K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.41KNew |
$63.3K - $67.2K
|
2.41K
$77.1K
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
29.2KNew |
$769K - $817K
|
29.2K
$937K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-145K- 97.63% |
$3.82M - $4.05M
|
3.53K
$113K
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7.36KNew |
$194K - $206K
|
7.36K
$236K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
8.91KNew |
$235K - $249K
|
8.91K
$286K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17- 0.14% |
$441 - $465
|
12.1K
$387K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
178New |
$4.61K - $4.86K
|
178
$5.71K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.3KNew |
$786K - $829K
|
30.3K
$972K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$38.9K - $41K
|
1.5K
$48.1K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
789New |
$20.5K - $21.6K
|
789
$25.3K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
788New |
$20.4K - $21.5K
|
788
$25.3K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86New |
$2.22K - $2.32K
|
86
$2.76K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.49KNew |
$116K - $121K
|
4.49K
$144K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-275- 0.8% |
$7.11K - $7.43K
|
34.1K
$1.09M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.39% |
$181 - $189
|
1.79K
$57.5K
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.23K+ 20.85% |
$57.6K - $60.2K
|
12.9K
$414K
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
7.9KNew |
$204K - $213K
|
7.9K
$253K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.89K- 26.34% |
$74.3K - $79.5K
|
8.07K
$259K
|
|
Q2 2022 | |||||||
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11KNew |
$28.5K - $32.2K
|
1.11K
$35.6K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.05% |
$28.7K - $32.4K
|
10.4K
$333K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.42KClosed |
$216K - $244K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.78KNew |
$200K - $225K
|
7.78K
$249K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.72KClosed |
$147K - $166K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.89KClosed |
$254K - $287K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$475K
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.3K+ 27.4% |
$59K - $66.6K
|
10.7K
$343K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
11KNew |
$282K - $319K
|
11K
$353K
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-22.3KClosed |
$615K - $644K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-24.2KClosed |
$669K - $700K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-540Closed |
$15.1K - $15.5K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8.8KClosed |
$245K - $250K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-192KClosed |
$5.35M - $5.46M
|
0
$0
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.62KNew |
$99K - $101K
|
3.62K
$116K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7KNew |
$428K - $439K
|
15.7K
$502K
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-73Closed |
$2K - $2.04K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-581Closed |
$15.4K - $15.9K
|
0
$0
|