Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.1KNew |
$308K - $342K
|
9.1K
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
62.9KNew |
$2.13M - $2.37M
|
62.9K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.35K+ 7.63% |
$45.8K - $50.9K
|
19.1K
$749K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 16.27% |
$1.15K - $1.28K
|
175
$6.86K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.53K+ 18.04% |
$85.4K - $95K
|
16.5K
$648K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
347+ 1.91% |
$11.7K - $13.1K
|
18.5K
$726K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
294+ 37.84% |
$9.94K - $11.1K
|
1.07K
$42K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
142+ 0.46% |
$4.8K - $5.34K
|
30.8K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.5KNew |
$558K - $621K
|
16.5K
$647K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17KNew |
$73.3K - $81.5K
|
2.17K
$85K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 29.32% |
$64.7K - $67.1K
|
8.09K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
411New |
$14.5K - $15K
|
411
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.8K- 34.36% |
$240K - $249K
|
13K
$509K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.3KNew |
$503K - $522K
|
14.3K
$560K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.2KNew |
$2.58M - $2.68M
|
73.2K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-6.85K- 41.33% |
$242K - $251K
|
9.72K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-404- 2.01% |
$14.2K - $14.8K
|
19.7K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.19KNew |
$289K - $299K
|
8.19K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
903+ 55.2% |
$31.8K - $33K
|
2.54K
$99.6K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
5.9KNew |
$208K - $216K
|
5.9K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$364K - $378K
|
10.3K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.35KNew |
$82.8K - $85.9K
|
2.35K
$92.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-650- 53.28% |
$22.9K - $23.8K
|
570
$22.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.23K- 15.13% |
$149K - $155K
|
23.7K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
7.71KNew |
$272K - $282K
|
7.71K
$302K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 1.84% |
$1.7K - $1.76K
|
2.62K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.9KNew |
$588K - $608K
|
16.9K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-16.9K- 36.39% |
$587K - $608K
|
29.6K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 0.26% |
$8.68K - $8.98K
|
97.5K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.56K- 28.15% |
$88.9K - $92K
|
6.54K
$256K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
40.3K+ 190.0% |
$1.32M - $1.41M
|
61.5K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$32.8K - $34.9K
|
1K
$39.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-292- 37.68% |
$9.59K - $10.2K
|
483
$18.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.72K+ 20.56% |
$286K - $304K
|
51.1K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-917- 46.24% |
$30.1K - $32K
|
1.07K
$41.8K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91KNew |
$219K - $233K
|
6.91K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1KNew |
$542K - $577K
|
17.1K
$671K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$792 - $843
|
25
$981
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
966New |
$30.6K - $32.6K
|
966
$37.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.67KNew |
$52.8K - $56.2K
|
1.67K
$65.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.35KNew |
$264K - $281K
|
8.35K
$327K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 48.84% |
$219K - $227K
|
7.28K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.53KNew |
$301K - $311K
|
9.53K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$31.5K - $32.7K
|
1K
$39.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
986New |
$31.1K - $32.2K
|
986
$38.7K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5KNew |
$742K - $768K
|
23.5K
$923K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.86K+ 32.48% |
$90K - $93.3K
|
11.6K
$457K
|
|