Sunbelt Securities, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-1,820 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	1,820 New	1,820 $587,000

Others Institutions Holding UJUL

# of Institutions

64

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

574K
Shares

$19.9 Million
0.32% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

283K
Shares

$9.78 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.66 Million
2.75% of portfolio
Kestra Advisory Services, LLC

252K
Shares

$8.73 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.56 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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