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

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 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

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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