Continuum Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Continuum Wealth Advisors, LLC

$155 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$33.87 - $34.82 $194,650 - $200,110	5,747 New	5,747 $200,000

Others Institutions Holding UOCT

# of Institutions

78

Shares Held

5.25M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.59M
Shares

$58.5 Million
0.9% of portfolio
Talon Private Wealth, LLC The Villages, FL

948K
Shares

$34.9 Million
4.39% of portfolio
Raymond James Financial Inc St. Petersburg, FL

356K
Shares

$13.1 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

327K
Shares

$12.1 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

189K
Shares

$6.98 Million
0.52% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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