Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Sterling Financial Planning, Inc.

  • $306 Million
  • Q3 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 7,913 shares of UAUG stock, worth $311,851. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,913
Previous 8,103 2.34%
Holding current value
$311,851
Previous $303,000 2.64%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$37.4 - $39.31 $7,106 - $7,468
-190 Reduced 2.34%
7,913 $311,000
Q1 2025

Apr 28, 2025
SELL
$34.28 - $36.43 $8,707 - $9,253
-254 Reduced 3.04%
8,103 $280,000
Q3 2024

Oct 31, 2024
SELL
$33.02 - $35.03 $2,938 - $3,117
-89 Reduced 1.05%
8,357 $292,000
Q4 2023

Jan 31, 2024
BUY
$28.09 - $30.81 $237,248 - $260,221
8,446 New
8,446 $259,000

Others Institutions Holding UAUG

# of Institutions
100
Shares Held
4.35M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
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