Advisor Net Financial, Inc Innovator U.S. Equity Ultra Bu Transaction History

Advisor Net Financial, Inc

$1.66 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$29.33 - $30.34 $15,544 - $16,080	-530 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$27.7 - $28.49 $14,681 - $15,099	530 New	530 $15,000

Others Institutions Holding UMAR

# of Institutions

77

Shares Held

4.94M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.56M
Shares

$60.5 Million
0.84% of portfolio
Talon Private Wealth, LLC The Villages, FL

908K
Shares

$35.3 Million
4.71% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

293K
Shares

$11.4 Million
0.83% of portfolio
Mgo One Seven LLC Beachwood, OH

237K
Shares

$9.21 Million
0.23% of portfolio
Lantz Financial LLC

196K
Shares

$7.62 Million
1.95% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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