Advisory Alpha, LLC Innovator U.S. Equity Ultra Bu Transaction History

Advisory Alpha, LLC

$2.78 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$28.97 - $29.4 $2.88 Million - $2.92 Million	-99,452 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$28.58 - $29.15 $2.84 Million - $2.9 Million	99,452 New	99,452 $2.9 Million

Others Institutions Holding UMAR

# of Institutions

59

Shares Held

2.04M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.5 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$10 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.66 Million
0.08% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.51 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.47 Million
0.29% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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