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

Accurate Wealth Management, LLC

$482 Million
Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 8,813 shares of UJUL stock, worth $293,825. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,813

Previous 9,832 10.36%

Holding current value

$293,825

Previous $339,000 13.27%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$33.17 - $35.48 $33,800 - $36,154	-1,019 Reduced 10.36%	8,813 $294,000
Q4 2024 Jan 14, 2025	SELL	$33.71 - $34.99 $94,050 - $97,622	-2,790 Reduced 22.1%	9,832 $339,000
Q3 2024 Oct 17, 2024	BUY	$31.92 - $33.91 $170,229 - $180,842	5,333 Added 73.17%	12,622 $428,000
Q1 2024 Apr 22, 2024	SELL	$29.98 - $31.87 $32,108 - $34,132	-1,071 Reduced 12.81%	7,289 $232,000
Q4 2023 Jan 12, 2024	SELL	$27.63 - $30.32 $140,084 - $153,722	-5,070 Reduced 37.75%	8,360 $253,000
Q3 2023 Oct 23, 2023	BUY	$28.18 - $29.28 $378,457 - $393,230	13,430 New	13,430 $379,000
Q4 2022 Jan 11, 2023	BUY	$24.72 - $26.39 $12,631 - $13,485	511 New	511 $0

Others Institutions Holding UJUL

# of Institutions

Shares Held

2.62M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
Sector ETFs
Industry ETFs

More about UJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Account

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