Uma Financial Services, Inc. Innovator U.S. Equity Ultra Bu Put Options Transaction History

Uma Financial Services, Inc.

$562 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UFEB

# of Institutions

78

Shares Held

3.72M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.69M
Shares

$54.6 Million
0.9% of portfolio
Kfg Wealth Management, LLC Granger, IN

309K
Shares

$10 Million
2.55% of portfolio
Truist Financial Corp

144K
Shares

$4.68 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

139K
Shares

$4.51 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.76 Million
0.31% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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