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

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,991 shares of UFEB stock, worth $143,596. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,991

Previous 4,232 5.69%

Holding current value

$143,596

Previous $145,000 2.07%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$34.26 - $35.77 $8,256 - $8,620	-241 Reduced 5.69%	3,991 $142,000
Q2 2025 Aug 06, 2025	SELL	$30.9 - $34.31 $72,429 - $80,422	-2,344 Reduced 35.64%	4,232 $145,000
Q1 2025 May 06, 2025	BUY	$32.13 - $33.82 $71,167 - $74,911	2,215 Added 50.79%	6,576 $212,000
Q4 2024 Feb 13, 2025	BUY	$32.44 - $33.28 $141,470 - $145,134	4,361 New	4,361 $145,000
Q1 2024 May 15, 2024	BUY	$29.37 - $30.8 $195,134 - $204,635	6,644 New	6,644 $204,000

Q1 2023 Apr 14, 2023	BUY	$25.67 - $26.63 $191,113 - $198,260	7,445 Added 3.5%	220,126 $5.84 Million
Q4 2022 Jan 31, 2023	SELL	$25.92 - $26.53 $164,747 - $168,624	-6,356 Reduced 2.9%	212,681 $5.6 Million
Q3 2022 Oct 25, 2022	BUY	$25.91 - $27.4 $5.68 Million - $6 Million	219,037 New	219,037 $5.68 Million

Others Institutions Holding UFEB

# of Institutions

Shares Held

4.76M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
Sector ETFs
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Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History