Simon Quick Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Simon Quick Advisors, LLC

$1.57 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 27, 2021	SELL	$28.46 - $29.05 $9,249 - $9,441	-325 Closed	0 $0
Q4 2020 Jan 27, 2021	BUY	$27.12 - $27.98 $8,814 - $9,093	325 New	325 $9,000

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.6 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.26 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.06 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.49 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.76 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
Sector ETFs
Industry ETFs

More about UJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.