Lloyd Advisory Services, Llc. Innovator U.S. Equity Ultra Bu Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	SELL	$27.72 - $28.79 $360 - $374	-13 Reduced 0.04%	36,085 $1.02 Million
Q3 2022 Nov 02, 2022	BUY	$27.69 - $29.67 $999,553 - $1.07 Million	36,098 New	36,098 $999,000

Others Institutions Holding UMAR

# of Institutions

59

Shares Held

2.04M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.4 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.95 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.63 Million
0.08% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.49 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.45 Million
0.29% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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