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

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	N/A	-5,131 Reduced 70.98%	2,098 $0
Q4 2022 Feb 07, 2023	BUY	N/A	1,278 Added 21.48%	7,229 $178,000
Q2 2022 Sep 06, 2022	BUY	N/A	5,951 New	5,951 $146,000
Q2 2022 Aug 12, 2022	SELL	N/A	-5,951 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	N/A	5,047 Added 558.3%	5,951 $0

Q4 2021 Jan 12, 2022	SELL	N/A	-3,387 Reduced 78.93%	904 $26,000
Q3 2021 Oct 06, 2021	BUY	N/A	3,983 Added 1293.18%	4,291 $119,000
Q2 2021 Jul 13, 2021	BUY	N/A	153 Added 98.71%	308 $8,000
Q1 2021 Apr 30, 2021	SELL	N/A	-12,530 Reduced 98.78%	155 $4,000
Q4 2020 Jan 25, 2021	SELL	N/A	-1,835 Reduced 12.64%	12,685 $343,000
Q3 2020 Oct 29, 2020	BUY	N/A	14,520 New	14,520 $377,000
Q2 2020 Aug 05, 2020	BUY	N/A	0 New	0 $0

Others Institutions Holding USEP

# of Institutions

84

Shares Held

4.69M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.62M
Shares

$0
0.0% of portfolio
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

589K
Shares

$0
0.0% of portfolio
Sovran Advisors, LLC San Diego, CA

535K
Shares

$0
1.8% of portfolio
Signaturefd, LLC Atlanta, GA

194K
Shares

$0
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

140K
Shares

$0
0.33% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker USEP

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