Baker Tilly Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$28.85 - $31.09 $189,544 - $204,261	-6,570 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$30.44 - $31.01 $199,990 - $203,735	6,570 New	6,570 $203,000

Others Institutions Holding UJAN

# of Institutions

93

Shares Held

4.21M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.44M
Shares

$55 Million
0.91% of portfolio
Fermata Advisors, LLC Sonoma, CA

499K
Shares

$19 Million
3.84% of portfolio
Commonwealth Equity Services, LLC

185K
Shares

$7.04 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

169K
Shares

$6.44 Million
0.53% of portfolio
Strategic Blueprint, LLC Atlanta, GA

135K
Shares

$5.15 Million
0.31% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
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