High Tower Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

High Tower Advisors, LLC

$71.6 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$29.16 - $31.6 $5.17 Million - $5.6 Million	-177,220 Reduced 95.24%	8,852 $279,000
Q3 2023 Nov 08, 2023	SELL	$29.72 - $30.47 $7.64 Million - $7.84 Million	-257,216 Reduced 58.02%	186,072 $5.55 Million
Q2 2023 Aug 14, 2023	BUY	$28.62 - $30.06 $64,309 - $67,544	2,247 Added 0.51%	443,288 $13.3 Million
Q1 2023 May 11, 2023	SELL	$27.76 - $28.72 $34,811 - $36,014	-1,254 Reduced 0.28%	441,041 $12.7 Million
Q4 2022 Feb 08, 2023	BUY	$27.72 - $28.79 $12.3 Million - $12.7 Million	442,295 New	442,295 $12.5 Million
Q1 2021 May 10, 2021	SELL	$27.7 - $28.49 $215,062 - $221,196	-7,764 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$24.4 - $26.76 $189,441 - $207,764	7,764 New	7,764 $205,000

Others Institutions Holding UMAR

# of Institutions

61

Shares Held

1.46M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

277K
Shares

$9.98 Million
0.39% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

109K
Shares

$3.92 Million
0.32% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.5K
Shares

$3.51 Million
0.05% of portfolio
Brookstone Capital Management

78.4K
Shares

$2.83 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

71.2K
Shares

$2.56 Million
0.66% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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