Advance Capital Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Advance Capital Management, Inc.

$1.49 Billion
Q3 2025

A detailed history of Advance Capital Management, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Advance Capital Management, Inc. holds 9,327 shares of UMAR stock, worth $365,804. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,327

Previous 10,602 12.03%

Holding current value

$365,804

Previous $398,000 8.79%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$37.58 - $39.01 $47,914 - $49,737	-1,275 Reduced 12.03%	9,327 $363,000
Q2 2025 Jul 08, 2025	SELL	$33.82 - $37.61 $971,614 - $1.08 Million	-28,729 Reduced 73.04%	10,602 $398,000
Q1 2025 Apr 09, 2025	SELL	$35.26 - $36.57 $40,690 - $42,201	-1,154 Reduced 2.85%	39,331 $1.4 Million
Q4 2024 Jan 06, 2025	SELL	$34.72 - $35.93 $15.5 Million - $16 Million	-446,566 Reduced 91.69%	40,485 $1.44 Million
Q3 2024 Oct 07, 2024	SELL	$32.83 - $34.88 $2.13 Million - $2.27 Million	-65,029 Reduced 11.78%	487,051 $17 Million

Q2 2024 Jul 08, 2024	SELL	$31.69 - $33.71 $18.3 Million - $19.4 Million	-576,069 Reduced 51.06%	552,080 $18.6 Million
Q1 2024 Apr 04, 2024	BUY	$31.53 - $32.66 $35.6 Million - $36.8 Million	1,128,149 New	1,128,149 $36.8 Million

Others Institutions Holding UMAR

# of Institutions

Shares Held

4.7M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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Advance Capital Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History