Wealth Plan Investment Management, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

71

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Talon Private Wealth, LLC The Villages, FL

908K
Shares

$35.6 Million
4.71% of portfolio
Mgo One Seven LLC Beachwood, OH

237K
Shares

$9.29 Million
0.23% of portfolio
Lantz Financial LLC

194K
Shares

$7.61 Million
1.75% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

147K
Shares

$5.78 Million
0.33% of portfolio
Kfg Wealth Management, LLC Granger, IN

147K
Shares

$5.75 Million
1.21% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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