Srs Capital Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 437 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

437

Holding current value

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	N/A	437 New	437 $0
Q2 2022 Aug 22, 2022	SELL	N/A	-1,609 Reduced 60.22%	1,063 $28,000
Q1 2022 May 12, 2022	SELL	N/A	-3,224 Reduced 54.68%	2,672 $76,000
Q4 2021 Feb 08, 2022	BUY	N/A	4,833 Added 454.66%	5,896 $169,000
Q3 2021 Nov 05, 2021	BUY	N/A	1,063 New	1,063 $30,000

Others Institutions Holding USEP

# of Institutions

Shares Held

3.68M

Call Options Held

Put Options Held

Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

883K
Shares

$0
0.0% of portfolio
Brookstone Capital Management

868K
Shares

$0
0.0% of portfolio
Sovran Advisors, LLC San Diego, CA

522K
Shares

$0
2.61% of portfolio
Envestnet Asset Management Inc

131K
Shares

$0
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

110K
Shares

$0
0.31% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker USEP

More about USEP

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Srs Capital Advisors, Inc. Innovator U.S. Equity Ultra Bu Transaction History