Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$31.65 - $34.43 $1,329 - $1,446	42 Added 0.46%	9,105 $313,000
Q3 2023 Oct 05, 2023	BUY	$32.46 - $33.26 $294,184 - $301,435	9,063 New	9,063 $295,000

Others Institutions Holding UJAN

# of Institutions

108

Shares Held

4.93M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.44M
Shares

$59.3 Million
0.91% of portfolio
Talon Private Wealth, LLC The Villages, FL

853K
Shares

$35 Million
4.36% of portfolio
Commonwealth Equity Services, LLC

225K
Shares

$9.24 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

183K
Shares

$7.53 Million
0.55% of portfolio
Strategic Blueprint, LLC Atlanta, GA

135K
Shares

$5.55 Million
0.31% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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