Comprehensive Financial Consultants Institutional, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$29.2 - $29.73 $23,301 - $23,724	-798 Reduced 1.33%	59,111 $1.76 Million
Q3 2022 Nov 14, 2022	BUY	$29.07 - $30.0 $121,280 - $125,160	4,172 Added 7.49%	59,909 $1.76 Million
Q2 2022 Aug 09, 2022	BUY	$28.85 - $31.09 $109,168 - $117,644	3,784 Added 7.28%	55,737 $1.62 Million
Q1 2022 May 11, 2022	BUY	$29.97 - $31.65 $222,916 - $235,412	7,438 Added 16.71%	51,953 $1.55 Million
Q4 2021 Mar 10, 2022	BUY	$31.09 - $31.61 $1.38 Million - $1.41 Million	44,515 New	44,515 $1.36 Million

Others Institutions Holding UJAN

# of Institutions

106

Shares Held

4.06M

Call Options Held

Put Options Held

Talon Private Wealth, LLC The Villages, FL

858K
Shares

$36.3 Million
4.78% of portfolio
Sonoma Allocations LLC Santa Rosa, CA

427K
Shares

$18.1 Million
6.51% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

205K
Shares

$8.7 Million
0.5% of portfolio
Commonwealth Equity Services, LLC

187K
Shares

$7.94 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

140K
Shares

$5.92 Million
0.01% of portfolio

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