Camelot Portfolios, LLC Innovator U.S. Equity Ultra Bu Transaction History

Camelot Portfolios, LLC

$107 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$31.27 - $32.54 $1,813 - $1,887	58 New	58 $1,000

Others Institutions Holding UJUL

# of Institutions

65

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

574K
Shares

$19.7 Million
0.32% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

283K
Shares

$9.71 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.59 Million
2.75% of portfolio
Kestra Advisory Services, LLC

252K
Shares

$8.66 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.5 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
Sector ETFs
Industry ETFs

More about UJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Camelot Portfolios, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Camelot Portfolios, LLC with notifications on news.