Srs Capital Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 727 shares of UFEB stock, worth $24,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares

727

Previous 280 159.64%

Holding current value

$24,238

Previous $9,000 155.56%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$32.13 - $33.82 $14,362 - $15,117	447 Added 159.64%	727 $23,000
Q4 2023 Feb 06, 2024	SELL	$26.73 - $29.46 $2,138 - $2,356	-80 Reduced 22.22%	280 $8,000
Q3 2023 Nov 14, 2023	SELL	$27.42 - $28.24 $43,351 - $44,647	-1,581 Reduced 81.45%	360 $9,000
Q4 2022 Feb 24, 2023	SELL	$25.92 - $26.53 $3,110 - $3,183	-120 Reduced 5.82%	1,941 $51,000
Q3 2022 Nov 03, 2022	BUY	$25.91 - $27.4 $6,218 - $6,576	240 Added 13.18%	2,061 $53,000
Q2 2022 Aug 22, 2022	SELL	$25.83 - $28.12 $12,398 - $13,497	-480 Reduced 20.86%	1,821 $47,000
Q1 2022 May 12, 2022	SELL	$27.17 - $28.22 $71,674 - $74,444	-2,638 Reduced 53.41%	2,301 $65,000
Q4 2021 Feb 08, 2022	SELL	$27.5 - $28.0 $133,842 - $136,276	-4,867 Reduced 49.63%	4,939 $138,000
Q4 2020 Feb 03, 2021	BUY	$24.78 - $26.06 $20,815 - $21,890	840 Added 9.37%	9,806 $256,000
Q3 2020 Nov 12, 2020	SELL	$24.43 - $25.36 $20,521 - $21,302	-840 Reduced 8.57%	8,966 $225,000
Q1 2020 May 13, 2020	BUY	$21.62 - $24.94 $212,005 - $244,561	9,806 New	9,806 $220,000

Others Institutions Holding UFEB

# of Institutions

Shares Held

5.56M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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Srs Capital Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History