Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 77,470 shares of UMAR stock, worth $3.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

77,470

Previous 79,568 2.64%

Holding current value

$3.04 Million

Previous $2.99 Million 1.0%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$37.58 - $39.01 $78,842 - $81,842	-2,098 Reduced 2.64%	77,470 $3.02 Million
Q2 2025 Aug 14, 2025	SELL	$33.82 - $37.61 $10,890 - $12,110	-322 Reduced 0.4%	79,568 $2.99 Million
Q1 2025 May 14, 2025	BUY	$35.26 - $36.57 $2.24 Million - $2.33 Million	63,577 Added 389.73%	79,890 $2.84 Million
Q4 2024 Feb 10, 2025	BUY	$34.72 - $35.93 $50,760 - $52,529	1,462 Added 9.84%	16,313 $582,000
Q3 2024 Nov 13, 2024	SELL	$32.83 - $34.88 $49,835 - $52,947	-1,518 Reduced 9.27%	14,851 $518,000

Q1 2024 May 15, 2024	BUY	$31.53 - $32.66 $516,114 - $534,611	16,369 New	16,369 $534,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

4.7M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History