Institutional shares held 4.66 Million
0 calls
0 puts
Total value of holdings $179M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in UJUL

Top Purchases

Q3 2025
Brookstone Capital Management Shares Held: 1.63M ($62.6M)
Q3 2025
Berger Financial Group, Inc Shares Held: 59.1K ($2.26M)
Q3 2025
Spire Wealth Management Shares Held: 35.6K ($1.36M)
Q3 2025
Central Valley Advisors, LLC Shares Held: 52.2K ($2M)
Q3 2025
Foundations Investment Advisors, LLC Shares Held: 16.1K ($618K)

Top Sells

Q3 2025
Merit Financial Group, LLC Shares Held: 40.8K ($1.56M)
Q3 2025
Souders Financial Advisors Shares Held: 12.2K ($467K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 136K ($5.2M)
Q3 2025
Accurate Wealth Management, LLC Shares Held: 10.6K ($407K)
Q3 2025
Nations Financial Group Inc, Shares Held: 44.6K ($1.71M)

About UJUL

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