Balboa Wealth Partners Innovator U.S. Equity Ultra Bu Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$24.72 - $26.39 $183,644 - $196,051	7,429 Added 80.1%	16,704 $430,000
Q3 2022 Jan 04, 2023	BUY	$24.79 - $26.6 $229,927 - $246,715	9,275 New	9,275 $230,000

Others Institutions Holding UJUL

# of Institutions

64

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

574K
Shares

$19.8 Million
0.32% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

283K
Shares

$9.73 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.61 Million
2.75% of portfolio
Kestra Advisory Services, LLC

252K
Shares

$8.68 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.52 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
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