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

Smith Anglin Financial, LLC

$1.02 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	BUY	$27.18 - $28.59 $319,283 - $335,846	11,747 New	11,747 $335,000

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.9 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.41 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.18 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.58 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.82 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 Smith Anglin Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith Anglin Financial, LLC with notifications on news.