Coldstream Capital Management Inc Innovator U.S. Equity Ultra Bu Transaction History

Coldstream Capital Management Inc

$5.98 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	BUY	$24.72 - $26.39 $239,709 - $255,903	9,697 New	9,697 $0

Others Institutions Holding UJUL

# of Institutions

74

Shares Held

4.84M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.63M
Shares

$62.3 Million
0.87% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

316K
Shares

$12.1 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

274K
Shares

$10.4 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

270K
Shares

$10.3 Million
0.6% of portfolio
Kestra Advisory Services, LLC

261K
Shares

$9.94 Million
0.05% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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