Glovista Investments LLC Innovator U.S. Equity Ultra Bu Transaction History

Glovista Investments LLC

$215 Million
Q4 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$27.76 - $28.72 $9.11 Million - $9.42 Million	328,110 New	328,110 $9.42 Million

Others Institutions Holding UMAR

# of Institutions

67

Shares Held

3.03M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

604K
Shares

$21 Million
0.38% of portfolio
Advance Capital Management, Inc. Southfield, MI

552K
Shares

$19.2 Million
1.08% of portfolio
Mgo One Seven LLC Beachwood, OH

318K
Shares

$11.1 Million
0.52% of portfolio
Central Valley Advisors, LLC Sacramento, CA

258K
Shares

$8.96 Million
3.79% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.36 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Glovista Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glovista Investments LLC with notifications on news.