Pinnacle Wealth Management Group, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Pinnacle Wealth Management Group, Inc.

$119 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	SELL	$27.84 - $28.4 $244,992 - $249,920	-8,800 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$27.34 - $27.99 $240,592 - $246,312	8,800 New	8,800 $246,000

Others Institutions Holding UMAY

# of Institutions

49

Shares Held

890K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

115K
Shares

$3.86 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

85.6K
Shares

$2.86 Million
0.0% of portfolio
Kestra Advisory Services, LLC

58.1K
Shares

$1.94 Million
0.01% of portfolio
Castle Rock Wealth Management, LLC

51.9K
Shares

$1.73 Million
0.5% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

40.7K
Shares

$1.36 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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