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 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.78KNew |
$200K - $225K
|
7.78K
$280K
|
|
|
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
$534K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.3K+ 27.4% |
$59K - $66.6K
|
10.7K
$385K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
11KNew |
$282K - $319K
|
11K
$396K
|
|
| 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
$130K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7KNew |
$428K - $439K
|
15.7K
$564K
|
|
|
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
|
|
| Q2 2020 | |||||||
|
Sep 10, 2024
Q2 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.44KNew |
$214K - $223K
|
8.44K
$304K
|
|