M Holdings Securities, Inc. Innovator U.S. Equity Ultra Bu Call Options Transaction History

M Holdings Securities, Inc.

$583 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

77

Shares Held

4.93M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.56M
Shares

$61 Million
0.84% of portfolio
Talon Private Wealth, LLC The Villages, FL

908K
Shares

$35.6 Million
4.71% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

293K
Shares

$11.5 Million
0.83% of portfolio
Mgo One Seven LLC Beachwood, OH

237K
Shares

$9.29 Million
0.23% of portfolio
Lantz Financial LLC

196K
Shares

$7.68 Million
1.95% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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