Ubs Group Ag Innovator Etfs Tr Us Equity Ac Transaction History

Ubs Group Ag

$400 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$25.47 - $26.97 $9,627 - $10,194	378 New	378 $10,000
Q1 2023 May 12, 2023	BUY	$21.89 - $23.32 $22,065 - $23,506	1,008 New	1,008 $23,000
Q3 2022 Nov 10, 2022	BUY	$20.52 - $23.46 $29,220 - $33,407	1,424 New	1,424 $29,000

Others Institutions Holding XBJA

# of Institutions

34

Shares Held

2.07M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

504K
Shares

$14.3 Million
0.03% of portfolio
Sterling Financial Planning, Inc.

222K
Shares

$6.32 Million
2.39% of portfolio
Millington Financial Advisors, LLC Naperville, IL

194K
Shares

$5.53 Million
3.43% of portfolio
Steward Partners Investment Advisory, LLC

159K
Shares

$4.54 Million
0.05% of portfolio
Capasso Planning Partners LLC Charleston, SC

135K
Shares

$3.84 Million
1.52% of portfolio

About INNOVATOR ETFS TR US EQUITY AC

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