Wealth Plan Investment Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 292,553 shares of UMAR stock, worth $11.5 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
292,553
Previous 234,182 24.93%
Holding current value
$11.5 Million
Previous $8.81 Million 29.58%
% of portfolio
0.83%
Previous 0.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$37.58 - $39.01 $2.19 Million - $2.28 Million
58,371 Added 24.93%
292,553 $11.4 Million
Q2 2025

Jul 28, 2025
BUY
$33.82 - $37.61 $7.92 Million - $8.81 Million
234,182 New
234,182 $8.81 Million

Others Institutions Holding UMAR

# of Institutions
72
Shares Held
4.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
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