Wells Fargo & Company Innovator U.S. Equity Ultra Bu Transaction History

Wells Fargo & Company

$429 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	N/A	-3,965 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	N/A	3,965 New	3,965 $111,000

Others Institutions Holding USEP

# of Institutions

73

Shares Held

2.92M

Call Options Held

0

Put Options Held

0

Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

829K
Shares

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

555K
Shares

$0
2.4% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

126K
Shares

$0
0.34% of portfolio
Envestnet Asset Management Inc

124K
Shares

$0
0.0% of portfolio
Kestra Advisory Services, LLC

84K
Shares

$0
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker USEP

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