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

Stephens Inc

$6.84 Billion
Q4 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

70

Shares Held

2.69M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

251K
Shares

$8.38 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

241K
Shares

$8.06 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

229K
Shares

$7.66 Million
0.64% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.28 Million
0.0% of portfolio
Seros Financial, LLC Tempe, AZ

206K
Shares

$6.86 Million
5.04% 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 Stephens Inc , based on Form 13F filings with the SEC.

News

Stay updated on Stephens Inc with notifications on news.