Lantz Financial LLC Innovator U.S. Equity Ultra Bu Transaction History

Lantz Financial LLC

$434 Million
Q4 2025

A detailed history of Lantz Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lantz Financial LLC holds 5,904 shares of UOCT stock, worth $227,363. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,904

Holding current value

$227,363

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 14, 2026	BUY	$38.1 - $38.9 $224,942 - $229,665	5,904 New	5,904 $227,000

Others Institutions Holding UOCT

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

320K
Shares

$12.3 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

216K
Shares

$8.33 Million
0.48% of portfolio
Mercer Global Advisors Inc Denver, CO

116K
Shares

$4.45 Million
0.01% of portfolio
Cwm, LLC

112K
Shares

$4.33 Million
0.01% of portfolio
Kestra Advisory Services, LLC

90.9K
Shares

$3.5 Million
0.02% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

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