Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,694 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,694

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	N/A	11,694 New	11,694 $0

Others Institutions Holding USEP

# of Institutions

Shares Held

3.73M

Call Options Held

Put Options Held

Brookstone Capital Management

868K
Shares

$0
0.0% of portfolio
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

863K
Shares

$0
0.0% of portfolio
Sovran Advisors, LLC San Diego, CA

522K
Shares

$0
2.61% of portfolio
Envestnet Asset Management Inc

133K
Shares

$0
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

110K
Shares

$0
0.31% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker USEP

More about USEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account