Stephens Inc Innovator U.S. Equity Ultra Bu Transaction History

Stephens Inc

$6.2 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	N/A	-17,759 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	N/A	-4,100 Reduced 18.76%	17,759 $448,000
Q1 2019 May 03, 2019	BUY	N/A	21,859 New	21,859 $549,000

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

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