Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$25.67 - $28.97 $253,953 - $286,600	-9,893 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$27.65 - $28.96 $273,541 - $286,501	9,893 New	9,893 $285,000

Others Institutions Holding UMAY

# of Institutions

47

Shares Held

912K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

115K
Shares

$3.93 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$3.03 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$2 Million
0.48% of portfolio
Kestra Advisory Services, LLC

57.2K
Shares

$1.95 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

43.3K
Shares

$1.48 Million
0.38% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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