Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Castle Rock Wealth Management, LLC

$386 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UMAY

# of Institutions

51

Shares Held

980K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

144K
Shares

$5.1 Million
0.47% of portfolio
Kestra Advisory Services, LLC

57.1K
Shares

$2.02 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

55.6K
Shares

$1.97 Million
0.66% of portfolio
Spire Wealth Management

50.5K
Shares

$1.79 Million
0.07% of portfolio
Envestnet Asset Management Inc

50.4K
Shares

$1.78 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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