Trustcore Financial Services, LLC Innovator U.S. Equity Ultra Bu Transaction History

Trustcore Financial Services, LLC

$1.13 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 02, 2020	SELL	$25.31 - $25.94 $123,765 - $126,846	-4,890 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$22.7 - $25.65 $111,003 - $125,428	4,890 New	4,890 $124,000

Others Institutions Holding UJUL

# of Institutions

73

Shares Held

3.15M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

316K
Shares

$12.1 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

274K
Shares

$10.5 Million
0.0% of portfolio
Kestra Advisory Services, LLC

261K
Shares

$9.95 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

258K
Shares

$9.86 Million
0.89% of portfolio
Seros Financial, LLC Tempe, AZ

246K
Shares

$9.38 Million
5.73% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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