Inves Trust Innovator U.S. Equity Ultra Bu Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Inves Trust holds 16,258 shares of UJUL stock, worth $563,339. This represents 0.16% of its overall portfolio holdings.

Number of Shares

16,258

Holding current value

$563,339

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$33.71 - $34.99 $548,057 - $568,867	16,258 New	16,258 $563 Million

Others Institutions Holding UJUL

# of Institutions

Shares Held

2.95M

Call Options Held

Put Options Held

Brookstone Capital Management

574K
Shares

$19.9 Million
0.32% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

283K
Shares

$9.79 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.66 Million
2.75% of portfolio
Kestra Advisory Services, LLC

252K
Shares

$8.73 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.56 Million
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
Sector ETFs
Industry ETFs

More about UJUL

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