Stratos Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Stratos Wealth Advisors, LLC

$2.13 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	SELL	$27.67 - $30.06 $79,495 - $86,362	-2,873 Reduced 28.76%	7,117 $213,000
Q4 2022 Jan 19, 2023	BUY	$25.99 - $27.64 $259,640 - $276,123	9,990 New	9,990 $0

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.9 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.41 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.18 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.58 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.82 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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