Clearstead Advisors, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

76

Shares Held

4.88M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.55M
Shares

$59.4 Million
0.88% of portfolio
Talon Private Wealth, LLC The Villages, FL

908K
Shares

$34.7 Million
4.71% of portfolio
Mgo One Seven LLC Beachwood, OH

248K
Shares

$9.49 Million
0.32% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

234K
Shares

$8.95 Million
0.69% of portfolio
Lantz Financial LLC

196K
Shares

$7.49 Million
1.95% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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