Trek Financial, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Trek Financial, LLC

$1.39 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UJUN

# of Institutions

51

Shares Held

1.58M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

222K
Shares

$8.03 Million
0.63% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

151K
Shares

$5.46 Million
0.5% of portfolio
Kfg Wealth Management, LLC Granger, IN

113K
Shares

$4.07 Million
0.93% of portfolio
Sea Crest Wealth Management, LLC Purchase, NY

105K
Shares

$3.78 Million
0.43% of portfolio
Spire Wealth Management

62K
Shares

$2.24 Million
0.08% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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