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
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

79

Shares Held

3.42M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

871K
Shares

$30.5 Million
0.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

373K
Shares

$13 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

330K
Shares

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

174K
Shares

$6.11 Million
0.5% of portfolio
Encompass More Asset Management Danville, CA

165K
Shares

$5.78 Million
1.92% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.