Hrt Financial LP Innovator U.S. Equity Ultra Bu Transaction History

Hrt Financial LP

$20.6 Billion
Q3 2025

A detailed history of Hrt Financial LP transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Hrt Financial LP holds 6,968 shares of UMAR stock, worth $273,284. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,968

Holding current value

$273,284

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$37.58 - $39.01 $261,857 - $271,821	6,968 New	6,968 $271,000
Q2 2024 Aug 12, 2024	BUY	$31.69 - $33.71 $268,984 - $286,130	8,488 New	8,488 $285,000
Q3 2020 Nov 13, 2020	SELL	$26.59 - $27.26 $327,535 - $335,788	-12,318 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$24.4 - $26.76 $300,559 - $329,629	12,318 New	12,318 $325,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

4.7M

Call Options Held

Put Options Held

Brookstone Capital Management

1.56M
Shares

$61 Million
0.84% of portfolio
Talon Private Wealth, LLC The Villages, FL

908K
Shares

$35.6 Million
4.71% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

293K
Shares

$11.5 Million
0.83% of portfolio
Mgo One Seven LLC Beachwood, OH

237K
Shares

$9.29 Million
0.23% of portfolio
Lantz Financial LLC

195K
Shares

$7.65 Million
1.81% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

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