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

Accurate Wealth Management, LLC

$464 Million
Q3 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

62

Shares Held

1.19M

Call Options Held

0

Put Options Held

0

Truist Financial Corp

125K
Shares

$4.07 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.34 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.5K
Shares

$2.56 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.45 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

58.7K
Shares

$1.92 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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