Spire Wealth Management Innovator U.S. Equity Ultra Bu Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Spire Wealth Management holds 65,191 shares of UMAR stock, worth $2.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

65,191

Previous 90,914 28.29%

Holding current value

$2.48 Million

Previous $3.23 Million 24.14%

% of portfolio

0.09%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$33.82 - $37.61 $869,951 - $967,442	-25,723 Reduced 28.29%	65,191 $2.45 Million
Q1 2025 Apr 23, 2025	BUY	$35.26 - $36.57 $2.22 Million - $2.3 Million	62,960 Added 225.23%	90,914 $3.23 Million
Q4 2024 Jan 24, 2025	SELL	$34.72 - $35.93 $114,402 - $118,389	-3,295 Reduced 10.54%	27,954 $997,000
Q3 2024 Oct 15, 2024	SELL	$32.83 - $34.88 $21,076 - $22,392	-642 Reduced 2.01%	31,249 $1.09 Million
Q2 2024 Jul 31, 2024	SELL	$31.69 - $33.71 $9,633 - $10,247	-304 Reduced 0.94%	31,891 $1.07 Million
Q1 2024 Apr 24, 2024	BUY	$31.53 - $32.66 $687,606 - $712,249	21,808 Added 209.95%	32,195 $1.05 Million
Q4 2023 Feb 06, 2024	SELL	$29.16 - $31.6 $5,277 - $5,719	-181 Reduced 1.71%	10,387 $328,000
Q3 2023 Nov 08, 2023	SELL	$29.72 - $30.47 $5,379 - $5,515	-181 Reduced 1.68%	10,568 $315,000
Q2 2023 Aug 09, 2023	SELL	$28.62 - $30.06 $3,892 - $4,088	-136 Reduced 1.25%	10,749 $323,000
Q1 2023 May 09, 2023	BUY	$27.76 - $28.72 $302,167 - $312,617	10,885 New	10,885 $312,000
Q1 2022 Apr 18, 2022	BUY	$29.33 - $30.34 $303,565 - $314,019	10,350 New	10,350 $313,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

3.91M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Innovator U.S. Equity Ultra Bu Transaction History