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

Smith Anglin Financial, LLC

$963 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	N/A	1,808 Added 14.79%	14,035 $391,000
Q2 2022 Jul 25, 2022	BUY	N/A	12,227 New	12,227 $340,000

Others Institutions Holding UDEC

# of Institutions

57

Shares Held

1.99M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

566K
Shares

$19.4 Million
0.38% of portfolio
Mgo One Seven LLC Beachwood, OH

151K
Shares

$5.18 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

113K
Shares

$3.88 Million
0.01% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

105K
Shares

$3.61 Million
1.0% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

69.7K
Shares

$2.39 Million
0.22% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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