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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.16K- 99.98% |
$159K - $180K
|
1
$35.3
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.35K- 77.12% |
$103K - $117K
|
994
$35.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 20.63% |
$58.6K - $66.6K
|
7.34K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 17.27% |
$56.1K - $63.8K
|
8.76K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.02K- 8.3% |
$31.2K - $35.4K
|
11.2K
$397K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-643- 6.21% |
$19.7K - $22.4K
|
9.71K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-138- 21.63% |
$4.24K - $4.82K
|
500
$17.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-10- 0.06% |
$307 - $349
|
15.4K
$544K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.94K- 34.93% |
$162K - $169K
|
9.19K
$325K
|
|
|
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
|
Truist Financial Corp
|
SELL
|
- |
-1.6K- 4.35% |
$52.6K - $54.7K
|
35.1K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-290- 2.03% |
$9.54K - $9.94K
|
14K
$496K
|
|
|
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
$500K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-23- 0.36% |
$757 - $788
|
6.41K
$227K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.44K- 32.48% |
$310K - $319K
|
19.6K
$693K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.84K- 11.64% |
$224K - $231K
|
51.9K
$1.83M
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.39K- 37.43% |
$137K - $145K
|
7.33K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.72K- 91.39% |
$116K - $123K
|
350
$12.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 17.28% |
$65.7K - $69.4K
|
10.1K
$356K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 2.06% |
$1.16K - $1.22K
|
1.76K
$62.1K
|
|
|
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
$6.57K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-590- 1.62% |
$17.3K - $17.9K
|
35.8K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-572- 4.95% |
$16.7K - $17.3K
|
11K
$388K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-112K- 74.12% |
$3.02M - $3.29M
|
39K
$1.38M
|
|
|
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
$28M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 18.47% |
$44.5K - $48.4K
|
7.26K
$257K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.38K- 11.71% |
$65.4K - $67.1K
|
17.9K
$633K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-145K- 97.63% |
$3.82M - $4.05M
|
3.53K
$125K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17- 0.14% |
$441 - $465
|
12.1K
$427K
|
|
| 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
$285K
|
|
| 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
|
|
| Q2 2021 | |||||||
|
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
|
|