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

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

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

91

Shares Held

5.56M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.69M
Shares

$56.6 Million
0.9% of portfolio
Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$33.8 Million
4.37% of portfolio
Kfg Wealth Management, LLC Granger, IN

309K
Shares

$10.4 Million
2.55% of portfolio
High Tower Advisors, LLC Chicago, IL

233K
Shares

$7.82 Million
0.01% of portfolio
Truist Financial Corp

144K
Shares

$4.85 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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