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
Q1 2021 May 03, 2021	SELL	$26.67 - $27.28 $325,374 - $332,816	-12,200 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$25.74 - $26.95 $314,028 - $328,790	12,200 New	12,200 $329,000

Others Institutions Holding UOCT

# of Institutions

61

Shares Held

1.33M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

329K
Shares

$11.5 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

154K
Shares

$5.38 Million
0.58% of portfolio
Kestra Advisory Services, LLC

55.7K
Shares

$1.94 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

49K
Shares

$1.7 Million
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

44.2K
Shares

$1.54 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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