Talon Private Wealth, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Talon Private Wealth, LLC

$726 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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
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
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

147K
Shares

$5.78 Million
0.33% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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