Pfg Advisors Innovator U.S. Equity Ultra Bu Transaction History

Pfg Advisors

$1.73 Billion
Q1 2025

A detailed history of Pfg Advisors transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Pfg Advisors holds 21,568 shares of UFEB stock, worth $752,076. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,568

Holding current value

$752,076

% of portfolio

0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$32.13 - $33.82 $692,979 - $729,429	21,568 New	21,568 $698,000
Q3 2024 Oct 15, 2024	SELL	$31.02 - $32.54 $33,811 - $35,468	-1,090 Reduced 10.63%	9,164 $298,000
Q2 2024 Aug 07, 2024	SELL	$30.07 - $31.69 $6,374 - $6,718	-212 Reduced 2.03%	10,254 $324,000
Q1 2024 May 06, 2024	BUY	$29.37 - $30.8 $307,386 - $322,352	10,466 New	10,466 $322,000

Others Institutions Holding UFEB

# of Institutions

Shares Held

5.77M

Call Options Held

Put Options Held

Brookstone Capital Management

1.69M
Shares

$58.8 Million
0.9% of portfolio
Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$35.1 Million
4.37% of portfolio
Kfg Wealth Management, LLC Granger, IN

435K
Shares

$15.2 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

233K
Shares

$8.12 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

141K
Shares

$4.92 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
Sector ETFs
Industry ETFs

More about UFEB

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