Acg Wealth Innovator U.S. Equity Ultra Bu Transaction History

Acg Wealth

$437 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 01, 2021	SELL	$28.46 - $29.05 $389,902 - $397,985	-13,700 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$28.32 - $28.64 $387,984 - $392,368	13,700 New	13,700 $392,000

Others Institutions Holding UJUN

# of Institutions

48

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

214K
Shares

$7.29 Million
0.59% of portfolio
Kfg Wealth Management, LLC Granger, IN

173K
Shares

$5.91 Million
1.52% of portfolio
Trek Financial, LLC Scottsdale, AZ

162K
Shares

$5.53 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

123K
Shares

$4.18 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

84.5K
Shares

$2.88 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
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