Cambridge Investment Research Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 20,440 shares of UMAR stock, worth $749,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,440

Previous 15,709 30.12%

Holding current value

$749,739

Previous $561,000 29.59%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$35.26 - $36.57 $166,815 - $173,012	4,731 Added 30.12%	20,440 $727,000
Q4 2024 Feb 14, 2025	SELL	$34.72 - $35.93 $72,668 - $75,201	-2,093 Reduced 11.76%	15,709 $561,000
Q3 2024 Oct 28, 2024	BUY	$32.83 - $34.88 $1,772 - $1,883	54 Added 0.3%	17,802 $621,000
Q2 2024 Jul 26, 2024	BUY	$31.69 - $33.71 $12,454 - $13,248	393 Added 2.26%	17,748 $598,000
Q1 2024 Apr 24, 2024	BUY	$31.53 - $32.66 $141,475 - $146,545	4,487 Added 34.87%	17,355 $567,000
Q4 2023 Feb 09, 2024	SELL	$29.16 - $31.6 $17,670 - $19,149	-606 Reduced 4.5%	12,868 $407,000
Q3 2023 Oct 24, 2023	SELL	$29.72 - $30.47 $2,496 - $2,559	-84 Reduced 0.62%	13,474 $402,000
Q2 2023 Jul 13, 2023	BUY	$28.62 - $30.06 $90,954 - $95,530	3,178 Added 30.62%	13,558 $408,000
Q1 2023 May 11, 2023	BUY	$27.76 - $28.72 $36,143 - $37,393	1,302 Added 14.34%	10,380 $298,000
Q4 2022 Feb 08, 2023	SELL	$27.72 - $28.79 $1,413 - $1,468	-51 Reduced 0.56%	9,078 $256,000
Q3 2022 Oct 17, 2022	SELL	$27.69 - $29.67 $30,043 - $32,191	-1,085 Reduced 10.62%	9,129 $0
Q2 2022 Jul 13, 2022	SELL	$27.78 - $30.3 $7,972 - $8,696	-287 Reduced 2.73%	10,214 $286,000
Q1 2022 May 12, 2022	BUY	$29.33 - $30.34 $46,136 - $47,724	1,573 Added 17.62%	10,501 $317,000
Q4 2021 Feb 03, 2022	SELL	$29.09 - $29.8 $2,850 - $2,920	-98 Reduced 1.09%	8,928 $266,000
Q1 2021 May 07, 2021	BUY	$27.7 - $28.49 $250,020 - $257,150	9,026 New	9,026 $257,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

1.89M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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Cambridge Investment Research Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History