Fermata Advisors, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Fermata Advisors, LLC

$484 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UJUL

# of Institutions

64

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

574K
Shares

$20 Million
0.32% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

283K
Shares

$9.82 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.69 Million
2.75% of portfolio
Kestra Advisory Services, LLC

252K
Shares

$8.76 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.58 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
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