Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 13,307 shares of UJUL stock, worth $507,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,307
Previous 13,643 2.46%
Holding current value
$507,395
Previous $457,000 7.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$31.44 - $36.79 $10,563 - $12,361
-336 Reduced 2.46%
13,307 $489,000
Q4 2024

Feb 06, 2025
SELL
$33.71 - $34.99 $27,035 - $28,061
-802 Reduced 5.55%
13,643 $470,000
Q3 2024

Nov 14, 2024
BUY
$31.92 - $33.91 $36,324 - $38,589
1,138 Added 8.55%
14,445 $489,000
Q2 2024

Aug 08, 2024
BUY
$31.27 - $32.54 $57,630 - $59,971
1,843 Added 16.08%
13,307 $433,000
Q2 2023

Aug 14, 2023
BUY
$26.94 - $28.8 $308,840 - $330,163
11,464 New
11,464 $330,000

Others Institutions Holding UJUL

# of Institutions
77
Shares Held
4.86M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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