Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY) during Q3 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY ULTRA BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.9K+ 142.44% |
$800K - $822K
|
39K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.2K+ 9.17% |
$461K - $474K
|
157K
$5.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$456K - $468K
|
13.1K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.36K+ 100.0% |
$257K - $264K
|
14.7K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.55KNew |
$229K - $235K
|
6.55K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.72KNew |
$200K - $205K
|
5.72K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.85K+ 14.24% |
$134K - $138K
|
30.9K
$1.11M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07KNew |
$107K - $110K
|
3.07K
$111K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
600New |
$20.9K - $21.5K
|
600
$21.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
300New |
$10.5K - $10.8K
|
300
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
105+ 1.59% |
$3.67K - $3.77K
|
6.73K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
55+ 5500.0% |
$1.92K - $1.97K
|
56
$2.02K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-70- 0.8% |
$2.44K - $2.51K
|
8.67K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-134- 0.87% |
$4.68K - $4.81K
|
15.3K
$550K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-180- 0.47% |
$6.28K - $6.46K
|
38.4K
$1.38M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-200- 20.0% |
$6.98K - $7.17K
|
800
$28.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-215- 0.39% |
$7.51K - $7.71K
|
55.4K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-229- 23.04% |
$7.99K - $8.21K
|
765
$27.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-344- 2.24% |
$12K - $12.3K
|
15K
$542K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-449- 0.87% |
$15.7K - $16.1K
|
51.5K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-716- 1.42% |
$25K - $25.7K
|
49.7K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-841- 1.85% |
$29.4K - $30.2K
|
44.6K
$1.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-927- 2.37% |
$32.4K - $33.3K
|
38.2K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.33K- 4.16% |
$46.5K - $47.8K
|
30.7K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.61K- 65.96% |
$56.3K - $57.9K
|
833
$30K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.19% |
$80.9K - $83.1K
|
70.3K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.14K- 11.44% |
$110K - $113K
|
24.3K
$877K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.25K- 9.02% |
$183K - $188K
|
53K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.81K- 13.47% |
$238K - $244K
|
43.7K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.87K- 14.55% |
$240K - $246K
|
40.3K
$1.45M
|
|