Wealthquest Corp Innovator U.S. Equity Ultra Bu Transaction History

Wealthquest Corp

$1.11 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$29.09 - $29.8 $488,392 - $500,312	16,789 New	16,789 $508,000

Others Institutions Holding UMAR

# of Institutions

72

Shares Held

4.7M

Call Options Held

0

Put Options Held

0

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

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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