Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.89KNew |
$228K - $232K
|
5.89K
$231K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
227+ 2.43% |
$8.79K - $8.95K
|
9.55K
$375K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-125- 1.73% |
$4.84K - $4.93K
|
7.08K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-280- 0.41% |
$10.8K - $11K
|
68.4K
$2.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-1K- 16.49% |
$38.7K - $39.4K
|
5.07K
$199K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.23K- 0.63% |
$47.6K - $48.5K
|
194K
$7.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.16K- 16.69% |
$83.4K - $85K
|
10.8K
$422K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.24K- 15.75% |
$86.5K - $88.1K
|
12K
$469K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10K- 6.79% |
$387K - $394K
|
137K
$5.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-12.3K- 22.88% |
$478K - $487K
|
41.6K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.53M- 98.39% |
$59.3M - $60.4M
|
25K
$980K
|
|