4 J Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$26.65 - $27.98 $102,602 - $107,723	3,850 Added 26.12%	18,587 $512,000
Q3 2022 Oct 27, 2022	BUY	$26.03 - $28.11 $383,604 - $414,257	14,737 New	14,737 $384,000

Others Institutions Holding UJUN

# of Institutions

49

Shares Held

1.43M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

214K
Shares

$7.14 Million
0.59% of portfolio
Kfg Wealth Management, LLC Granger, IN

173K
Shares

$5.78 Million
1.52% of portfolio
Trek Financial, LLC Scottsdale, AZ

162K
Shares

$5.41 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

123K
Shares

$4.1 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

84.5K
Shares

$2.82 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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