Mercer Global Advisors Inc Innovator U.S. Equity Ultra Bu Transaction History

Mercer Global Advisors Inc

$48.3 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$29.2 - $29.73 $292,000 - $297,300	10,000 New	10,000 $297,000

Others Institutions Holding UJAN

# of Institutions

106

Shares Held

4.05M

Call Options Held

0

Put Options Held

0

Talon Private Wealth, LLC The Villages, FL

858K
Shares

$36.4 Million
4.78% of portfolio
Sonoma Allocations LLC Santa Rosa, CA

427K
Shares

$18.1 Million
6.51% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

205K
Shares

$8.71 Million
0.5% of portfolio
Commonwealth Equity Services, LLC

187K
Shares

$7.95 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

140K
Shares

$5.93 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
Sector ETFs
Industry ETFs

More about UJAN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mercer Global Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Mercer Global Advisors Inc with notifications on news.