Grand Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Grand Wealth Management, LLC

$180 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$26.48 - $27.83 $52,960 - $55,660	2,000 New	2,000 $55,000

Others Institutions Holding UFEB

# of Institutions

93

Shares Held

6.88M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.73M
Shares

$60.4 Million
0.9% of portfolio
Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$35.3 Million
4.79% of portfolio
High Tower Advisors, LLC Chicago, IL

969K
Shares

$33.8 Million
0.04% of portfolio
Kfg Wealth Management, LLC Granger, IN

435K
Shares

$15.2 Million
3.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

149K
Shares

$5.19 Million
0.48% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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