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

Pfg Advisors

$1.55 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	SELL	$27.67 - $30.06 $65,245 - $70,881	-2,358 Reduced 15.26%	13,098 $393,000
Q3 2023 Oct 13, 2023	BUY	$28.2 - $28.95 $188,460 - $193,472	6,683 Added 76.18%	15,456 $437,000
Q2 2023 Jul 20, 2023	BUY	$27.18 - $28.59 $238,450 - $250,820	8,773 New	8,773 $250,000

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.9 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.41 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.18 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.58 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.82 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
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