Latest Institutional Sells 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 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50K- 58.45% |
$1.65M - $1.71M
|
35.5K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.16K- 52.99% |
$301K - $314K
|
8.13K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.94K- 34.93% |
$162K - $169K
|
9.19K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.2K- 9.7% |
$138K - $144K
|
39.1K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.04K- 9.87% |
$100K - $104K
|
27.7K
$977K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.92K- 40.22% |
$96.2K - $100K
|
4.35K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 19.66% |
$85.2K - $88.8K
|
10.6K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 18.85% |
$70.7K - $73.6K
|
9.25K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.02K- 11.58% |
$66.3K - $69.1K
|
15.4K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.89K- 6.73% |
$62.3K - $64.9K
|
26.2K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.6K- 4.35% |
$52.6K - $54.7K
|
35.1K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.47K- 10.71% |
$48.3K - $50.3K
|
12.2K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 16.02% |
$42.8K - $44.6K
|
6.81K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-950- 1.64% |
$31.3K - $32.6K
|
57.1K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-935- 5.78% |
$30.8K - $32.1K
|
15.2K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-500- 3.04% |
$16.5K - $17.1K
|
16K
$563K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-290- 2.03% |
$9.54K - $9.94K
|
14K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-278- 0.77% |
$9.15K - $9.53K
|
36K
$1.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-155- 32.98% |
$5.1K - $5.31K
|
315
$11.1K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-46- 0.32% |
$1.51K - $1.58K
|
14.1K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-23- 0.36% |
$757 - $788
|
6.41K
$226K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.44K- 32.48% |
$310K - $319K
|
19.6K
$691K
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-82- 1.07% |
$2.69K - $2.77K
|
7.57K
$267K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.97K- 40.06% |
$155K - $164K
|
7.44K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.39K- 37.43% |
$137K - $145K
|
7.33K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.72K- 91.39% |
$116K - $123K
|
350
$12.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 17.28% |
$65.7K - $69.4K
|
10.1K
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 2.06% |
$1.16K - $1.22K
|
1.76K
$61.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.27% |
$562 - $594
|
6.66K
$235K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-84- 31.11% |
$2.54K - $2.68K
|
186
$6.55K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 48.47% |
$17.6K - $18.2K
|
638
$22.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-590- 1.62% |
$17.3K - $17.9K
|
35.8K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-572- 4.95% |
$16.7K - $17.3K
|
11K
$387K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-112K- 74.12% |
$3.02M - $3.29M
|
39K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.3K- 78.39% |
$684K - $744K
|
6.97K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20.2K- 2.49% |
$548K - $595K
|
792K
$27.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 18.47% |
$44.5K - $48.4K
|
7.26K
$256K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.38K- 11.71% |
$65.4K - $67.1K
|
17.9K
$631K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-145K- 97.63% |
$3.82M - $4.05M
|
3.53K
$124K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17- 0.14% |
$441 - $465
|
12.1K
$425K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-275- 0.8% |
$7K - $7.43K
|
34.1K
$1.2M
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.89K- 26.34% |
$73.6K - $79.5K
|
8.07K
$284K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.89KClosed |
$254K - $287K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.42KClosed |
$216K - $244K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-24.2KClosed |
$669K - $700K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-22.3KClosed |
$615K - $644K
|
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 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-192KClosed |
$5.35M - $5.46M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8.8KClosed |
$245K - $250K
|
0
$0
|
|