Beacon Financial Advisory LLC Innovator U.S. Equity Ultra Bu Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,776 shares of UOCT stock, worth $222,433. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,776
Previous 7,387 21.81%
Holding current value
$222,433
Previous $271,000 18.45%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 29, 2025
SELL
$36.83 - $38.43 $59,333 - $61,910
-1,611 Reduced 21.81%
5,776 $221,000
Q4 2024

Jan 27, 2025
BUY
$34.64 - $35.72 $55,805 - $57,544
1,611 Added 27.89%
7,387 $260,000
Q3 2024

Oct 30, 2024
BUY
$33.87 - $34.82 $195,633 - $201,120
5,776 New
5,776 $201,000

Others Institutions Holding UOCT

# of Institutions
72
Shares Held
2.33M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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