Valeo Financial Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 24, 2020	SELL	$25.58 - $26.55 $74,182 - $76,995	-2,900 Closed	0 $0
Q3 2019 Oct 15, 2019	BUY	$25.32 - $26.05 $73,428 - $75,545	2,900 New	2,900 $75,000

Others Institutions Holding UAPR

# of Institutions

63

Shares Held

2.62M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

644K
Shares

$18.8 Million
0.35% of portfolio
Tradition Wealth Management, LLC

292K
Shares

$8.54 Million
0.86% of portfolio
Kfg Wealth Management, LLC Granger, IN

233K
Shares

$6.81 Million
2.95% of portfolio
Commonwealth Equity Services, LLC

211K
Shares

$6.17 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

130K
Shares

$3.79 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAPR
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