Alterna Wealth Management, Inc Innovator U.S. Equity Ultra Bu Transaction History

Alterna Wealth Management, Inc

$120 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	SELL	$33.71 - $34.99 $100,455 - $104,270	-2,980 Reduced 20.05%	11,880 $409,000
Q3 2024 Oct 30, 2024	BUY	$31.92 - $33.91 $474,331 - $503,902	14,860 New	14,860 $503,000

Others Institutions Holding UJUL

# of Institutions

74

Shares Held

3.16M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

316K
Shares

$12 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

274K
Shares

$10.4 Million
0.0% of portfolio
Kestra Advisory Services, LLC

261K
Shares

$9.89 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

258K
Shares

$9.8 Million
0.89% of portfolio
Seros Financial, LLC Tempe, AZ

246K
Shares

$9.31 Million
5.73% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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