Stephens Inc Innovator U.S. Equity Ultra Bu Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$22.0 - $25.61 $390,698 - $454,807	-17,759 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$24.89 - $26.6 $102,049 - $109,060	-4,100 Reduced 18.76%	17,759 $448,000
Q1 2019 May 03, 2019	BUY	N/A	21,859 New	21,859 $549,000

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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