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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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

53

Shares Held

902K

Call Options Held

0

Put Options Held

0

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

131K
Shares

$4.63 Million
0.35% of portfolio
Kestra Advisory Services, LLC

57.1K
Shares

$2.02 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

55.6K
Shares

$1.96 Million
0.66% of portfolio
Castle Rock Wealth Management, LLC

51.9K
Shares

$1.83 Million
0.47% of portfolio
Kfg Wealth Management, LLC Granger, IN

39.1K
Shares

$1.38 Million
0.31% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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