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

Advisory Alpha, LLC

$2.51 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$26.5 - $27.36 $15,396 - $15,896	-581 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$26.21 - $26.83 $15,228 - $15,588	581 New	581 $16,000

Others Institutions Holding UMAY

# of Institutions

54

Shares Held

1.53M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

536K
Shares

$17.3 Million
0.32% of portfolio
Envestnet Asset Management Inc

115K
Shares

$3.72 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

95.4K
Shares

$3.08 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$2.87 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

61.5K
Shares

$1.99 Million
0.51% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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