Smith Anglin Financial, LLC Innovator U.S. Equity Ultra Bu Transaction History

Smith Anglin Financial, LLC

$982 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	BUY	$24.75 - $25.12 $761,260 - $772,640	30,758 New	30,758 $767,000

Others Institutions Holding UAPR

# of Institutions

82

Shares Held

4.82M

Call Options Held

0

Put Options Held

0

Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

932K
Shares

$28 Million
21.84% of portfolio
Brookstone Capital Management

644K
Shares

$19.4 Million
0.35% of portfolio
Ae Wealth Management LLC

316K
Shares

$9.51 Million
0.1% of portfolio
Tradition Wealth Management, LLC

298K
Shares

$8.97 Million
0.88% of portfolio
Commonwealth Equity Services, LLC

283K
Shares

$8.51 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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