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

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

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

86

Shares Held

2.74M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.4 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.65 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.12 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.39 Million
0.19% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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