Summit Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Sep 11, 2024	SELL	$29.2 - $29.73 $38,836 - $39,540	-1,330 Reduced 9.54%	12,616 $375 Million
Q2 2022 Sep 11, 2024	BUY	$28.85 - $31.09 $402,342 - $433,581	13,946 New	13,946 $406 Million

Others Institutions Holding UJAN

# of Institutions

86

Shares Held

2.74M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.4 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.65 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.12 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.39 Million
0.19% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
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