Dhjj Financial Advisors, Ltd. Innovator U.S. Equity Ultra Bu Transaction History

Dhjj Financial Advisors, Ltd.

$242 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 18, 2025	SELL	$32.91 - $34.28 $5,101 - $5,313	-155 Reduced 32.98%	315 $10,000
Q3 2023 Oct 10, 2023	BUY	$27.54 - $28.26 $12,943 - $13,282	470 New	470 $13,000

Others Institutions Holding UMAY

# of Institutions

52

Shares Held

887K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

131K
Shares

$4.62 Million
0.35% of portfolio
Kestra Advisory Services, LLC

57.1K
Shares

$2.01 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

55.6K
Shares

$1.96 Million
0.66% of portfolio
Castle Rock Wealth Management, LLC

51.9K
Shares

$1.83 Million
0.47% of portfolio
Kfg Wealth Management, LLC Granger, IN

39.1K
Shares

$1.38 Million
0.31% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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