Arkadios Wealth Advisors Innovator U.S. Equity Ultra Bu Transaction History

Arkadios Wealth Advisors

$3.83 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$34.28 - $36.12 $343,965 - $362,428	10,034 New	10,034 $346,000

Others Institutions Holding UOCT

# of Institutions

75

Shares Held

3.93M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.67M
Shares

$64.3 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

320K
Shares

$12.3 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

140K
Shares

$5.39 Million
0.33% of portfolio
Kfg Wealth Management, LLC Granger, IN

137K
Shares

$5.28 Million
1.16% of portfolio
Mercer Global Advisors Inc Denver, CO

116K
Shares

$4.45 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
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