Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 9,441 shares of UAUG stock, worth $372,069. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,441
Previous 7,364 28.2%
Holding current value
$372,069
Previous $275,000 34.91%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$37.4 - $39.31 $77,679 - $81,646
2,077 Added 28.2%
9,441 $371,000
Q1 2025

Apr 14, 2025
SELL
$34.28 - $36.43 $145,621 - $154,754
-4,248 Reduced 36.58%
7,364 $253,000
Q4 2024

Jan 14, 2025
SELL
$34.78 - $35.99 $61,386 - $63,522
-1,765 Reduced 13.19%
11,612 $412,000
Q3 2024

Oct 17, 2024
BUY
$33.02 - $35.03 $441,708 - $468,596
13,377 New
13,377 $468,000

Others Institutions Holding UAUG

# of Institutions
100
Shares Held
4.35M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
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