Advance Capital Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Advance Capital Management, Inc.

$1.66 Billion
Q1 2025

A detailed history of Advance Capital Management, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Advance Capital Management, Inc. holds 39,331 shares of UMAR stock, worth $1.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

39,331

Previous 40,485 2.85%

Holding current value

$1.4 Million

Previous $1.44 Million 3.25%

% of portfolio

0.08%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$35.26 - $36.57 $40,690 - $42,201	-1,154 Reduced 2.85%	39,331 $1.4 Million
Q4 2024 Jan 06, 2025	SELL	$34.72 - $35.93 $15.5 Million - $16 Million	-446,566 Reduced 91.69%	40,485 $1.44 Million
Q3 2024 Oct 07, 2024	SELL	$32.83 - $34.88 $2.13 Million - $2.27 Million	-65,029 Reduced 11.78%	487,051 $17 Million
Q2 2024 Jul 08, 2024	SELL	$31.69 - $33.71 $18.3 Million - $19.4 Million	-576,069 Reduced 51.06%	552,080 $18.6 Million
Q1 2024 Apr 04, 2024	BUY	$31.53 - $32.66 $35.6 Million - $36.8 Million	1,128,149 New	1,128,149 $36.8 Million

Others Institutions Holding UMAR

# of Institutions

Shares Held

1.53M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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Advance Capital Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History