Ifp Advisors, Inc Innovator U.S. Equity Ultra Bu Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	$25.83 - $28.12 $263,956 - $287,358	10,219 New	10,219 $253,000
Q2 2022 Aug 12, 2022	SELL	$25.83 - $28.12 $263,956 - $287,358	-10,219 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$27.17 - $28.22 $71,592 - $74,359	2,635 Added 34.74%	10,219 $286,000
Q1 2022 Aug 08, 2022	SELL	$27.17 - $28.22 $24,507 - $25,454	-902 Reduced 10.63%	7,584 $212,000
Q4 2021 Jan 12, 2022	SELL	$27.5 - $28.0 $181,362 - $184,660	-6,595 Reduced 43.73%	8,486 $237,000
Q1 2021 Apr 30, 2021	BUY	$25.98 - $26.88 $391,804 - $405,377	15,081 New	15,081 $406,000
Q4 2020 Jan 25, 2021	BUY	$24.78 - $26.06 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$24.43 - $25.36 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$22.16 - $24.68 $0 - $0	0 New	0 $0

Others Institutions Holding UFEB

# of Institutions

64

Shares Held

982K

Call Options Held

0

Put Options Held

0

Truist Financial Corp

119K
Shares

$3.88 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.78 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.41 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

68.8K
Shares

$2.24 Million
0.0% of portfolio
Brookstone Capital Management

50.1K
Shares

$1.63 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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