Blue Bell Private Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$27.35 - $27.7 $29,401 - $29,777	-1,075 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$25.98 - $26.88 $27,928 - $28,896	1,075 New	1,075 $29,000

Others Institutions Holding UFEB

# of Institutions

95

Shares Held

4.74M

Call Options Held

0

Put Options Held

0

Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$36.4 Million
4.79% of portfolio
High Tower Advisors, LLC Chicago, IL

771K
Shares

$27.7 Million
0.03% of portfolio
Kfg Wealth Management, LLC Granger, IN

415K
Shares

$14.9 Million
3.14% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

151K
Shares

$5.45 Million
0.33% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

150K
Shares

$5.41 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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