Retirement Guys Formula LLC Innovator U.S. Equity Ultra Bu Transaction History

Retirement Guys Formula LLC

$210 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$27.78 - $30.3 $197,210 - $215,099	-7,099 Closed	0 $0
Q4 2021 Jul 18, 2022	BUY	$29.09 - $29.8 $206,509 - $211,550	7,099 New	7,099 $212,000

Others Institutions Holding UMAR

# of Institutions

59

Shares Held

2.04M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.3 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.9 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.61 Million
0.08% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.47 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.43 Million
0.29% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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