Sunbelt Securities, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 17, 2023	BUY	$27.29 - $28.69 $5,867 - $6,168	215 New	215 $6,000

Others Institutions Holding UDEC

# of Institutions

72

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

955K
Shares

$34 Million
0.56% of portfolio
Sovran Advisors, LLC San Diego, CA

257K
Shares

$9.13 Million
1.28% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.81 Million
1.89% of portfolio
Commonwealth Equity Services, LLC

125K
Shares

$4.45 Million
0.01% of portfolio
Kestra Advisory Services, LLC

121K
Shares

$4.29 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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