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 280 shares of UFEB stock, worth $9,130. This represents 0.0% of its overall portfolio holdings.

Number of Shares
280
Previous 280 -0.0%
Holding current value
$9,130
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UFEB
  • Sector ETFs
  • Industry ETFs
More about UFEB
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.