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	BUY	$26.08 - $27.7 $63,922 - $67,892	2,451 Added 26.73%	11,620 $317 Million
Q2 2022 Sep 11, 2024	BUY	$26.18 - $28.37 $240,044 - $260,124	9,169 New	9,169 $242 Million

Others Institutions Holding UOCT

# of Institutions

59

Shares Held

1.26M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

324K
Shares

$11.5 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

160K
Shares

$5.67 Million
0.47% of portfolio
Kestra Advisory Services, LLC

61.3K
Shares

$2.17 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

50.4K
Shares

$1.78 Million
0.51% of portfolio
Lpl Financial LLC Fort Mill, SC

44.2K
Shares

$1.56 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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