Goldstone Financial Group, LLC Innovator U.S. Equity Ultra Bu Transaction History

Goldstone Financial Group, LLC

$661 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jan 15, 2025	SELL	$24.84 - $26.07 $348,033 - $365,266	-14,011 Closed	0 $0
Q1 2023 Jan 15, 2025	BUY	$24.75 - $25.12 $346,772 - $351,956	14,011 New	14,011 $349 Million

Others Institutions Holding UAPR

# of Institutions

78

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Tradition Wealth Management, LLC

285K
Shares

$8.51 Million
0.83% of portfolio
Commonwealth Equity Services, LLC

253K
Shares

$7.55 Million
0.01% of portfolio
Ae Wealth Management LLC

226K
Shares

$6.74 Million
0.07% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

203K
Shares

$6.06 Million
0.51% of portfolio
Kfg Wealth Management, LLC Granger, IN

189K
Shares

$5.63 Million
1.44% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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