Balboa Wealth Partners Innovator U.S. Equity Ultra Bu Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$27.18 - $28.59 $368,669 - $387,794	-13,564 Reduced 60.44%	8,878 $253,000
Q3 2022 Jan 04, 2023	BUY	$26.03 - $28.11 $584,165 - $630,844	22,442 New	22,442 $584,000

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.9 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.42 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.19 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.58 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.83 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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