Wealthsource Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	N/A	-29,168 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	29,168 New	29,168 $837,000

Others Institutions Holding USEP

# of Institutions

71

Shares Held

3.68M

Call Options Held

0

Put Options Held

0

Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

883K
Shares

$0
0.0% of portfolio
Brookstone Capital Management

868K
Shares

$0
0.0% of portfolio
Sovran Advisors, LLC San Diego, CA

522K
Shares

$0
2.61% of portfolio
Envestnet Asset Management Inc

131K
Shares

$0
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

110K
Shares

$0
0.31% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker USEP

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