Belpointe Asset Management LLC Innovator U.S. Equity Ultra Bu Transaction History

Belpointe Asset Management LLC

$1.51 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$25.63 - $27.05 $14,301 - $15,093	558 New	558 $15,000

Others Institutions Holding UJUL

# of Institutions

69

Shares Held

2.49M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

251K
Shares

$8.38 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

241K
Shares

$8.06 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

229K
Shares

$7.66 Million
0.64% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.28 Million
0.0% of portfolio
Kfg Wealth Management, LLC Granger, IN

203K
Shares

$6.77 Million
1.73% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
Sector ETFs
Industry ETFs

More about UJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.