Spectrum Management Group, LLC Innovator U.S. Equity Ultra Bu Transaction History

Spectrum Management Group, LLC

$460 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$27.78 - $30.3 $39,308 - $42,874	-1,415 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$28.97 - $29.4 $40,992 - $41,601	1,415 New	1,415 $41,000

Others Institutions Holding UMAR

# of Institutions

72

Shares Held

4.7M

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

195K
Shares

$7.65 Million
1.81% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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