C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Innovator U.S. Equity Ultra Bu Transaction History

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

$1.67 Trillion
Q4 2025

A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 137,406 shares of UMAR stock, worth $5.39 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

137,406

Previous 147,410 6.79%

Holding current value

$5.39 Million

Previous $5.75 Billion 4.54%

% of portfolio

0.33%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$38.72 - $39.43 $387,354 - $394,457	-10,004 Reduced 6.79%	137,406 $5.49 Billion
Q3 2025 Oct 21, 2025	BUY	$37.58 - $39.01 $445,097 - $462,034	11,844 Added 8.74%	147,410 $5.75 Billion
Q2 2025 Nov 03, 2025	SELL	$33.82 - $37.61 $400,564 - $445,452	-11,844 Reduced 8.03%	135,566 $5.1 Billion
Q2 2025 Aug 05, 2025	BUY	$33.82 - $37.61 $402,052 - $447,107	11,888 Added 9.61%	135,566 $5.1 Billion
Q1 2025 May 12, 2025	BUY	$35.26 - $36.57 $521,918 - $541,309	14,802 Added 13.6%	123,678 $4.4 Billion

Q4 2024 Jan 31, 2025	BUY	$34.72 - $35.93 $3.78 Million - $3.91 Million	108,876 New	108,876 $3.89 Billion
Q3 2024 Oct 08, 2024	BUY	$32.83 - $34.88 $221,930 - $235,788	6,760 Added 7.52%	96,679 $3.37 Billion
Q2 2024 Aug 02, 2024	BUY	$31.69 - $33.71 $1.54 Million - $1.64 Million	48,735 Added 118.33%	89,919 $3.03 Billion
Q1 2024 May 03, 2024	SELL	$31.53 - $32.66 $213,804 - $221,467	-6,781 Reduced 14.14%	41,184 $1.35 Billion
Q4 2023 Feb 12, 2024	SELL	$29.16 - $31.6 $128,916 - $139,703	-4,421 Reduced 8.44%	47,965 $1.52 Billion
Q3 2023 Nov 02, 2023	SELL	$29.72 - $30.47 $1.32 Million - $1.35 Million	-44,289 Reduced 45.81%	52,386 $1.56 Billion
Q2 2023 Jul 21, 2023	SELL	$28.62 - $30.06 $376,896 - $395,860	-13,169 Reduced 11.99%	96,675 $2.91 Billion
Q1 2023 May 05, 2023	BUY	$27.76 - $28.72 $1.48 Million - $1.54 Million	53,464 Added 94.83%	109,844 $3.15 Billion
Q4 2022 Feb 14, 2023	BUY	$27.72 - $28.79 $1.56 Million - $1.62 Million	56,380 New	56,380 $1.59 Billion

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 C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Account

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Innovator U.S. Equity Ultra Bu Transaction History