Advisor Net Financial, Inc Innovator U.S. Equity Ultra Bu Transaction History

Advisor Net Financial, Inc

$1.05 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$22.0 - $25.61 $24,552 - $28,580	-1,116 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$24.89 - $26.6 $27,777 - $29,685	1,116 New	1,116 $28,000

Others Institutions Holding UJUL

# of Institutions

60

Shares Held

2.34M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

534K
Shares

$18.1 Million
0.33% of portfolio
Kestra Advisory Services, LLC

255K
Shares

$8.65 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

216K
Shares

$7.32 Million
3.07% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$7.26 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

210K
Shares

$7.12 Million
0.76% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
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