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

51

Shares Held

879K

Call Options Held

0

Put Options Held

0

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

131K
Shares

$4.58 Million
0.35% of portfolio
Central Valley Advisors, LLC Sacramento, CA

55.6K
Shares

$1.95 Million
0.66% of portfolio
Castle Rock Wealth Management, LLC

51.9K
Shares

$1.81 Million
0.5% of portfolio
Kfg Wealth Management, LLC Granger, IN

39.1K
Shares

$1.37 Million
0.33% of portfolio
Envestnet Asset Management Inc

36K
Shares

$1.26 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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