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

Accurate Wealth Management, LLC

$482 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$31.31 - $33.23 $200,321 - $212,605	6,398 New	6,398 $212,000

Others Institutions Holding UJUN

# of Institutions

49

Shares Held

1.38M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

214K
Shares

$6.85 Million
0.59% of portfolio
Trek Financial, LLC Scottsdale, AZ

162K
Shares

$5.2 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

123K
Shares

$3.93 Million
0.34% of portfolio
Kfg Wealth Management, LLC Granger, IN

119K
Shares

$3.82 Million
1.01% of portfolio
Commonwealth Equity Services, LLC

84.5K
Shares

$2.7 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
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