Anfield Capital Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Anfield Capital Management, LLC

$195 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$30.88 - $31.33 $113,329 - $114,981	-3,670 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$30.44 - $31.01 $111,714 - $113,806	3,670 New	3,670 $114,000

Others Institutions Holding UJAN

# of Institutions

86

Shares Held

2.74M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.4 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.65 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.12 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.39 Million
0.19% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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