Donald L. Hagan, LLC Innovator U.S. Equity Ultra Bu Transaction History

Donald L. Hagan, LLC

$178 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 24, 2020	SELL	$24.89 - $26.6 $871,548 - $931,425	-35,016 Closed	0 $0
Q3 2019 Oct 21, 2019	BUY	$26.0 - $26.18 $261,326 - $263,135	10,051 Added 40.26%	35,016 $915,000
Q2 2019 Jul 18, 2019	BUY	N/A	24,965 New	24,965 $644,000

Others Institutions Holding UJUL

# of Institutions

60

Shares Held

2.34M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

534K
Shares

$18.1 Million
0.33% of portfolio
Kestra Advisory Services, LLC

255K
Shares

$8.65 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

216K
Shares

$7.32 Million
3.07% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$7.26 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

210K
Shares

$7.12 Million
0.76% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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