Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 8,063 shares of UMAR stock, worth $316,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,063
Previous 7,963 1.26%
Holding current value
$316,230
Previous $299,000 5.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$37.58 - $39.01 $3,758 - $3,901
100 Added 1.26%
8,063 $314,000
Q2 2025

Aug 06, 2025
SELL
$33.82 - $37.61 $2,807 - $3,121
-83 Reduced 1.03%
7,963 $299,000
Q1 2025

May 06, 2025
BUY
$35.26 - $36.57 $40,866 - $42,384
1,159 Added 16.83%
8,046 $286,000
Q4 2024

Feb 13, 2025
SELL
$34.72 - $35.93 $26,005 - $26,911
-749 Reduced 9.81%
6,887 $245,000
Q3 2024

Nov 14, 2024
SELL
$32.83 - $34.88 $262 - $279
-8 Reduced 0.1%
7,636 $266,000
Q2 2024

Aug 12, 2024
SELL
$31.69 - $33.71 $63 - $67
-2 Reduced 0.03%
7,644 $257,000
Q1 2024

May 15, 2024
BUY
$31.53 - $32.66 $241,078 - $249,718
7,646 New
7,646 $249,000
Q1 2023

Apr 14, 2023
BUY
$27.76 - $28.72 $209,837 - $217,094
7,559 Added 3.86%
203,423 $5.84 Million
Q4 2022

Jan 31, 2023
SELL
$27.72 - $28.79 $147,692 - $153,393
-5,328 Reduced 2.65%
195,864 $5.52 Million
Q3 2022

Oct 25, 2022
BUY
$27.69 - $29.67 $5.57 Million - $5.97 Million
201,192 New
201,192 $5.57 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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