Baker Avenue Asset Management, LP Innovator U.S. Equity Ultra Bu Transaction History

Baker Avenue Asset Management, LP

$3.21 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$26.74 - $28.82 $18,878 - $20,346	706 New	706 $20,000

Others Institutions Holding UAUG

# of Institutions

87

Shares Held

2.36M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

153K
Shares

$5.86 Million
0.01% of portfolio
Archer Investment Corp

152K
Shares

$5.85 Million
1.37% of portfolio
Kestra Advisory Services, LLC

139K
Shares

$5.35 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

138K
Shares

$5.29 Million
0.48% of portfolio
Kfg Wealth Management, LLC Granger, IN

128K
Shares

$4.9 Million
1.1% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAUG
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