Calton & Associates, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$28.18 - $29.28 $339,287 - $352,531	12,040 New	12,040 $339,000

Others Institutions Holding UJUL

# of Institutions

62

Shares Held

2.58M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

574K
Shares

$19.6 Million
0.32% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.54 Million
2.75% of portfolio
Kestra Advisory Services, LLC

255K
Shares

$8.74 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.46 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

216K
Shares

$7.4 Million
0.62% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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