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

38

Shares Held

1.14M

Call Options Held

0

Put Options Held

0

Trek Financial, LLC Scottsdale, AZ

315K
Shares

$10.1 Million
0.82% of portfolio
Berger Financial Group, Inc Plymouth, MN

176K
Shares

$5.63 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

84.4K
Shares

$2.7 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

59.1K
Shares

$1.89 Million
0.22% of portfolio
Brookstone Capital Management

53K
Shares

$1.7 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
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