Concurrent Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UJUL

# of Institutions

75

Shares Held

4.85M

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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