Soltis Investment Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History

Soltis Investment Advisors LLC

$889 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	N/A	-19,859 Closed	0 $0
Q1 2020 May 07, 2020	BUY	N/A	3,023 Added 17.96%	19,859 $457,000
Q4 2019 Feb 12, 2020	BUY	N/A	16,836 New	16,836 $424,000

Others Institutions Holding UJUL

# of Institutions

56

Shares Held

2.37M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

534K
Shares

$17.5 Million
0.33% of portfolio
Kestra Advisory Services, LLC

233K
Shares

$7.61 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

216K
Shares

$7.07 Million
3.07% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$7.01 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

165K
Shares

$5.39 Million
0.62% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
Sector ETFs
Industry ETFs

More about UJUL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.