Innovator U.S. Equity Ultra Bu UMAY

UMAY Quotes by TradingView
Institutional shares held 932,762
0 calls
0 puts
Total value of holdings $30.3M
$0 calls
$0 puts
# of Institutions 53

Quarterly Institutional Activity in UMAY

Shares Bought
Shares Sold
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Top Institutions Holding UMAY

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Latest Institutional Activity in UMAY

Top Purchases

Q1 2025
Outlook Wealth Advisors, LLC Shares Held: 6.05K ($196K)
6.05K Shares purchased
New Holding
Q1 2025
Central Valley Advisors, LLC Shares Held: 16.9K ($549K)
147 Shares purchased
0.88% Added
Q1 2025
Noble Wealth Management Pbc Shares Held: 1K ($32.4K)
100 Shares purchased
11.11% Added
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 115K ($3.75M)
115K Shares purchased
New Holding
Q4 2024
Wood Tarver Financial Group, LLC Shares Held: 17.4K ($565K)
17.4K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Kfg Wealth Management, LLC Shares Held: 39.1K ($1.27M)
4.2K Shares sold
9.7% Reduced
Q1 2025
Milestone Asset Management, LLC Shares Held: 14K ($455K)
290 Shares sold
2.03% Reduced
Q1 2025
Dhjj Financial Advisors, Ltd. Shares Held: 315 ($10.2K)
155 Shares sold
32.98% Reduced
Q4 2024
Spire Wealth Management Shares Held: 17.3K ($561K)
11.8K Shares sold
40.62% Reduced
Q4 2024
Old Mission Capital LLC Shares Held: 13.6K ($441K)
10.7K Shares sold
43.98% Reduced
View All Sellers

About UMAY

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UMAY Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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