Cornerstone Planning Group LLC Innovator U.S. Equity Ultra Bu Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$28.18 - $29.28 $18,796 - $19,529	667 New	667 $18.8 Million

Others Institutions Holding UJUL

# of Institutions

85

Shares Held

3.28M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

324K
Shares

$12.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

279K
Shares

$10.7 Million
0.0% of portfolio
Kestra Advisory Services, LLC

251K
Shares

$9.58 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$8.34 Million
0.0% of portfolio
Kfg Wealth Management, LLC Granger, IN

175K
Shares

$6.67 Million
1.41% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
Sector ETFs
Industry ETFs

More about UJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.