Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAR) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
58.4K+ 24.93% |
$2.19M - $2.28M
|
293K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9K+ 165.98% |
$1.12M - $1.17M
|
47.9K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$530K - $550K
|
14.1K
$553K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.77K+ 176.49% |
$367K - $381K
|
15.3K
$600K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.98K+ 12.76% |
$262K - $272K
|
61.7K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.97KNew |
$262K - $272K
|
6.97K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.6K+ 10.32% |
$248K - $257K
|
70.6K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.04KNew |
$227K - $236K
|
6.04K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.88KNew |
$183K - $190K
|
4.88K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.01K+ 567.99% |
$75.3K - $78.2K
|
2.36K
$92.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.51K+ 0.1% |
$56.6K - $58.7K
|
1.56M
$61M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3KNew |
$48.8K - $50.6K
|
1.3K
$50.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
864+ 8.41% |
$32.5K - $33.7K
|
11.1K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
388New |
$14.6K - $15.1K
|
388
$15.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
296+ 19.97% |
$11.1K - $11.5K
|
1.78K
$69.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126+ 0.81% |
$4.74K - $4.92K
|
15.6K
$614K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 1.26% |
$3.76K - $3.9K
|
8.06K
$316K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
908KNew |
$30.7M - $34.2M
|
908K
$35.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
62.9KNew |
$2.13M - $2.37M
|
62.9K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
59.5KNew |
$2.01M - $2.24M
|
59.5K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.5KNew |
$558K - $621K
|
16.5K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.1KNew |
$308K - $342K
|
9.1K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.53K+ 18.04% |
$85.4K - $95K
|
16.5K
$648K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17KNew |
$73.3K - $81.5K
|
2.17K
$85K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.35K+ 7.63% |
$45.8K - $50.9K
|
19.1K
$749K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.2KNew |
$2.58M - $2.68M
|
73.2K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.3KNew |
$503K - $522K
|
14.3K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$364K - $378K
|
10.3K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.19KNew |
$289K - $299K
|
8.19K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
7.71KNew |
$272K - $282K
|
7.71K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.21KNew |
$254K - $264K
|
7.21K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
5.9KNew |
$208K - $216K
|
5.9K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.48KNew |
$158K - $164K
|
4.48K
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.35KNew |
$82.8K - $85.9K
|
2.35K
$92.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 29.32% |
$64.7K - $67.1K
|
8.09K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
903+ 55.2% |
$31.8K - $33K
|
2.54K
$99.6K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
411New |
$14.5K - $15K
|
411
$16.1K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.9KNew |
$588K - $608K
|
16.9K
$664K
|
|
| 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
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.72K+ 20.56% |
$286K - $304K
|
51.1K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$32.8K - $34.9K
|
1K
$39.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1KNew |
$542K - $577K
|
17.1K
$671K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.35KNew |
$264K - $281K
|
8.35K
$327K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91KNew |
$219K - $233K
|
6.91K
$271K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.67KNew |
$52.8K - $56.2K
|
1.67K
$65.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
966New |
$30.6K - $32.6K
|
966
$37.9K
|
|