A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,067 shares of UMAY stock, worth $258,466. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,067
Previous 222,010 96.37%
Holding current value
$258,466
Previous $6.53 Million 96.26%
% of portfolio
0.09%
Previous 2.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$29.26 - $30.26 $6.26 Million - $6.47 Million
-213,943 Reduced 96.37%
8,067 $244,000
Q4 2023

Jan 29, 2024

SELL
$27.06 - $29.41 $164,416 - $178,695
-6,076 Reduced 2.66%
222,010 $6.53 Million
Q3 2023

Oct 10, 2023

SELL
$27.54 - $28.26 $59,816 - $61,380
-2,172 Reduced 0.94%
228,086 $6.31 Million
Q2 2023

Jul 10, 2023

SELL
$26.32 - $27.95 $259,409 - $275,475
-9,856 Reduced 4.1%
230,258 $6.44 Million
Q1 2023

Apr 18, 2023

SELL
$25.92 - $27.33 $44,556 - $46,980
-1,719 Reduced 0.71%
240,114 $6.44 Million
Q4 2022

Feb 14, 2023

SELL
$25.86 - $27.02 $78,226 - $81,735
-3,025 Reduced 1.24%
241,833 $6.32 Million
Q3 2022

Oct 25, 2022

SELL
$25.74 - $27.56 $159,690 - $170,982
-6,204 Reduced 2.47%
244,858 $6.25 Million
Q2 2022

Jul 28, 2022

BUY
$25.67 - $28.97 $6.44 Million - $7.27 Million
251,062 New
251,062 $6.53 Million

Others Institutions Holding UMAY

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UMAY
  • Sector ETFs
  • Industry ETFs
More about UMAY
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