Caprock Group, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Caprock Group, Inc.

$3.21 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$27.17 - $28.22 $256,430 - $266,340	-9,438 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$25.98 - $26.88 $245,199 - $253,693	9,438 New	9,438 $254,000

Others Institutions Holding UFEB

# of Institutions

93

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.73M
Shares

$60 Million
0.9% of portfolio
Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$34.9 Million
4.37% of portfolio
Kfg Wealth Management, LLC Granger, IN

435K
Shares

$15.1 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

233K
Shares

$8.06 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

149K
Shares

$5.15 Million
0.48% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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