Woodard & CO Asset Management Group Inc Innovator U.S. Equity Ultra Bu Transaction History

Woodard & CO Asset Management Group Inc

$520 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 24, 2020	SELL	$22.7 - $25.65 $13,620 - $15,390	-600 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$22.0 - $25.61 $13,200 - $15,366	600 New	600 $14,000

Others Institutions Holding UJUL

# of Institutions

73

Shares Held

3.14M

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

$9.37 Million
5.73% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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