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

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$27.66 - $27.87 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$27.31 - $27.75 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$26.67 - $27.28 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$25.74 - $26.95 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$24.97 - $25.97 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	SELL	$22.73 - $25.16 $116,036 - $128,441	-5,105 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$21.84 - $25.3 $50,581 - $58,594	-2,316 Reduced 31.21%	5,105 $119,000
Q4 2019 Jan 17, 2020	BUY	$24.62 - $25.27 $176,796 - $181,463	7,181 Added 2992.08%	7,421 $183,000
Q3 2019 Nov 07, 2019	BUY	$24.09 - $25.37 $5,781 - $6,088	240 New	240 $6,000

Others Institutions Holding UOCT

# of Institutions

59

Shares Held

1.26M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

324K
Shares

$11.5 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

160K
Shares

$5.68 Million
0.47% of portfolio
Kestra Advisory Services, LLC

61.3K
Shares

$2.17 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

50.4K
Shares

$1.78 Million
0.51% of portfolio
Lpl Financial LLC Fort Mill, SC

44.2K
Shares

$1.56 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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