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

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAY

# of Institutions

50

Shares Held

832K

Call Options Held

0

Put Options Held

0

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

131K
Shares

$4.46 Million
0.35% of portfolio
Castle Rock Wealth Management, LLC

51.9K
Shares

$1.77 Million
0.5% of portfolio
Kfg Wealth Management, LLC Granger, IN

39.1K
Shares

$1.33 Million
0.33% of portfolio
Envestnet Asset Management Inc

36K
Shares

$1.22 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

35.5K
Shares

$1.21 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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