Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$26.48 - $27.83 $225,556 - $237,055	8,518 New	8,518 $237,000
Q4 2022 Jan 11, 2023	BUY	$25.92 - $26.53 $13,167 - $13,477	508 New	508 $0

Others Institutions Holding UFEB

# of Institutions

63

Shares Held

998K

Call Options Held

0

Put Options Held

0

Truist Financial Corp

119K
Shares

$3.99 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.89 Million
0.31% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.52 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.48 Million
0.01% of portfolio
Brookstone Capital Management

50.1K
Shares

$1.68 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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