Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,489 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,489
Previous 11,489 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
N/A
-2,723 Reduced 19.16%
11,489 $0
Q4 2023

Feb 07, 2024
SELL
N/A
-6,444 Reduced 31.2%
14,212 $0
Q3 2023

Nov 07, 2023
BUY
N/A
6,998 Added 51.24%
20,656 $0
Q1 2023

Apr 28, 2023
BUY
N/A
380 Added 2.86%
13,658 $0
Q4 2022

Feb 13, 2023
BUY
N/A
770 Added 6.16%
13,278 $0
Q3 2022

Nov 01, 2022
BUY
N/A
2,574 Added 25.91%
12,508 $318,000
Q2 2022

Aug 02, 2022
SELL
N/A
-563 Reduced 5.36%
9,934 $263,000
Q3 2021

Oct 21, 2021
BUY
N/A
530 Added 5.32%
10,497 $292,000
Q4 2020

Jan 22, 2021
SELL
N/A
-7,980 Reduced 44.46%
9,967 $269,000
Q3 2020

Oct 14, 2020
BUY
N/A
17,947 New
17,947 $466,000

Others Institutions Holding USEP

# of Institutions
83
Shares Held
4.75M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

USEP Quotes by TradingView
  • Ticker USEP
More about USEP
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