Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History

Ae Wealth Management LLC

$8.07 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	SELL	$28.2 - $28.95 $1,945 - $1,997	-69 Reduced 0.36%	19,288 $545,000
Q2 2023 Jul 10, 2023	BUY	$27.18 - $28.59 $526,123 - $553,416	19,357 New	19,357 $553,000

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

$10.2 Million
0.82% of portfolio
Berger Financial Group, Inc Plymouth, MN

176K
Shares

$5.68 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

84.4K
Shares

$2.73 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

59.1K
Shares

$1.91 Million
0.22% of portfolio
Brookstone Capital Management

53K
Shares

$1.71 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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