Mbl Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History

Mbl Wealth, LLC

$1.1 Billion
Q4 2025

A detailed history of Mbl Wealth, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Mbl Wealth, LLC holds 29,665 shares of UMAR stock, worth $1.16 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

29,665

Previous 30,165 1.66%

Holding current value

$1.16 Million

Previous $1.18 Million 1.11%

% of portfolio

0.11%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$38.72 - $39.43 $19,360 - $19,715	-500 Reduced 1.66%	29,665 $1.16 Million
Q3 2025 Oct 16, 2025	SELL	$37.58 - $39.01 $11,649 - $12,093	-310 Reduced 1.02%	30,165 $1.18 Million
Q2 2025 Jul 22, 2025	BUY	$33.82 - $37.61 $83,704 - $93,084	2,475 Added 8.84%	30,475 $1.15 Million
Q1 2025 May 21, 2025	BUY	$35.26 - $36.57 $13,575 - $14,079	385 Added 1.39%	28,000 $995,000
Q4 2024 Apr 21, 2025	SELL	$34.72 - $35.93 $21,179 - $21,917	-610 Reduced 2.16%	27,615 $985,000

Q3 2024 Jan 08, 2025	BUY	$32.83 - $34.88 $36,933 - $39,240	1,125 Added 4.15%	28,225 $984,000
Q2 2024 Jul 19, 2024	BUY	$31.69 - $33.71 $858,799 - $913,541	27,100 New	27,100 $912,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

3.12M

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 Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account