Schulz Wealth, Ltd. Innovator U.S. Equity Ultra Bu Transaction History

Schulz Wealth, Ltd.

$118 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$28.09 - $30.81 $205,478 - $225,375	7,315 New	7,315 $225 Million

Others Institutions Holding UAUG

# of Institutions

86

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

308K
Shares

$10.8 Million
4.52% of portfolio
Commonwealth Equity Services, LLC

290K
Shares

$10.1 Million
0.02% of portfolio
Onyx Bridge Wealth Group LLC

244K
Shares

$8.54 Million
1.39% of portfolio
Brookstone Capital Management

210K
Shares

$7.34 Million
0.13% of portfolio
Soltis Investment Advisors LLC St. George, UT

191K
Shares

$6.68 Million
0.68% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAUG
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