Core Wealth Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Core Wealth Advisors, Inc.

  • $329 Million
  • Q2 2025

A detailed history of Core Wealth Advisors, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 7,704 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,704
Previous 10,660 27.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-2,956 Reduced 27.73%
7,704 $0
Q3 2024

Nov 13, 2024
BUY
N/A
10,660 New
10,660 $0

Others Institutions Holding USEP

# of Institutions
72
Shares Held
2.82M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

USEP Quotes by TradingView
  • Ticker USEP
More about USEP
Track This Portfolio

Track Core Wealth Advisors, Inc. Portfolio

Follow Core Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email