Orion Capital Management LLC Innovator U.S. Equity Ultra Bu Transaction History

Orion Capital Management LLC

$201 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$26.27 - $26.78 $21,016 - $21,424	-800 Closed	0 $0
Q4 2020 Feb 23, 2021	BUY	$25.55 - $26.46 $20,440 - $21,168	800 New	800 $21,000

Others Institutions Holding UJUL

# of Institutions

64

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

574K
Shares

$20 Million
0.32% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

283K
Shares

$9.87 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.74 Million
2.75% of portfolio
Kestra Advisory Services, LLC

252K
Shares

$8.8 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.62 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
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