Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UMAY)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAY) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
38.7K+ 228.57% |
$1.19M - $1.35M
|
55.6K
$1.96M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.74KNew |
$268K - $305K
|
8.74K
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
727New |
$22.3K - $25.4K
|
727
$25.6K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.7K+ 13.58% |
$516K - $537K
|
131K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.9KNew |
$293K - $305K
|
8.9K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.24K+ 45.87% |
$205K - $214K
|
19.8K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.05KNew |
$199K - $207K
|
6.05K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.51K+ 94.21% |
$82.4K - $85.9K
|
5.16K
$182K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.47K+ 8.3% |
$81.3K - $84.6K
|
32.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
893+ 7.71% |
$29.4K - $30.6K
|
12.5K
$439K
|
|
|
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
$86.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
148+ 1.45% |
$4.87K - $5.07K
|
10.4K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100+ 11.11% |
$3.29K - $3.43K
|
1K
$35.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56+ 51.85% |
$1.84K - $1.92K
|
164
$5.78K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.32K+ 29.51% |
$306K - $315K
|
40.9K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.62KNew |
$217K - $224K
|
6.62K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.02KNew |
$198K - $203K
|
6.02K
$212K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
15.4KNew |
$465K - $491K
|
15.4K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.07KNew |
$275K - $290K
|
9.07K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4K+ 40.48% |
$121K - $128K
|
13.9K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.03KNew |
$91.6K - $96.7K
|
3.03K
$107K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
145New |
$4.39K - $4.63K
|
145
$5.11K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$696 - $735
|
23
$810
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$300K - $310K
|
10.3K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.15KNew |
$33.7K - $34.8K
|
1.15K
$40.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
538+ 5.43% |
$15.7K - $16.3K
|
10.4K
$368K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$55.2K - $60K
|
2.04K
$71.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 11.03% |
$40.6K - $44.1K
|
15.1K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
575+ 7.78% |
$15.6K - $16.9K
|
7.97K
$281K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$418K - $429K
|
15.2K
$535K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.72KNew |
$240K - $246K
|
8.72K
$307K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
690New |
$19K - $19.5K
|
690
$24.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
147+ 1.0% |
$4.05K - $4.15K
|
14.8K
$521K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
172KNew |
$4.53M - $4.81M
|
172K
$6.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
29.2KNew |
$769K - $817K
|
29.2K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
8.91KNew |
$235K - $249K
|
8.91K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.59KNew |
$200K - $212K
|
7.59K
$267K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7.36KNew |
$194K - $206K
|
7.36K
$259K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.41KNew |
$63.3K - $67.2K
|
2.41K
$84.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.3KNew |
$786K - $829K
|
30.3K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$38.9K - $41K
|
1.5K
$52.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
789New |
$20.5K - $21.6K
|
789
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
178New |
$4.61K - $4.86K
|
178
$6.27K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
7.9KNew |
$201K - $213K
|
7.9K
$278K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.23K+ 20.85% |
$56.7K - $60.2K
|
12.9K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86New |
$2.19K - $2.32K
|
86
$3.03K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$522K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
11KNew |
$282K - $319K
|
11K
$388K
|
|