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

Comprehensive Financial Consultants Institutional, Inc.

$277 Million
Q2 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$31.92 - $33.91 $287,854 - $305,800	9,018 New	9,018 $305,000
Q1 2024 May 02, 2024	SELL	$29.98 - $31.87 $1.2 Million - $1.28 Million	-40,079 Reduced 83.55%	7,890 $251,000
Q4 2023 Jan 24, 2024	SELL	$27.63 - $30.32 $18,456 - $20,253	-668 Reduced 1.37%	47,969 $1.45 Million
Q3 2023 Nov 13, 2023	BUY	$28.18 - $29.28 $1.37 Million - $1.42 Million	48,637 New	48,637 $1.37 Million
Q1 2022 May 11, 2022	SELL	$26.62 - $27.69 $100,091 - $104,114	-3,760 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$26.91 - $27.68 $101,181 - $104,076	3,760 New	3,760 $102,000

Others Institutions Holding UJUL

# of Institutions

Shares Held

3.11M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

311K
Shares

$11.6 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

265K
Shares

$9.89 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

258K
Shares

$9.64 Million
0.89% of portfolio
Kestra Advisory Services, LLC

248K
Shares

$9.27 Million
0.04% of portfolio
Seros Financial, LLC Tempe, AZ

246K
Shares

$9.16 Million
5.73% of portfolio

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