Sigma Planning Corp Innovator U.S. Equity Ultra Bu Transaction History

Sigma Planning Corp

$3.16 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$34.12 - $36.1 $276,030 - $292,049	8,090 New	8,090 $292,000
Q1 2023 May 05, 2023	BUY	$29.63 - $31.18 $324,774 - $341,763	10,961 New	10,961 $340,000

Others Institutions Holding UJAN

# of Institutions

86

Shares Held

2.74M

Call Options Held

0

Put Options Held

0

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.4 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.65 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.12 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.39 Million
0.19% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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