Laurel Wealth Advisors, Inc. Innovator Etfs Tr Ibd 50 ETF ( Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$34.81 - $39.87 $634,864 - $727,149	-18,238 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$26.04 - $34.68 $23,383 - $31,142	-898 Reduced 4.69%	18,238 $628,000
Q1 2020 May 15, 2020	SELL	$24.82 - $36.88 $85,504 - $127,051	-3,445 Reduced 15.26%	19,136 $536,000
Q4 2019 Feb 13, 2020	SELL	$31.49 - $35.42 $84,582 - $95,138	-2,686 Reduced 10.63%	22,581 $784,000
Q3 2019 Nov 13, 2019	SELL	$32.03 - $33.35 $19,666 - $20,476	-614 Reduced 2.37%	25,267 $815,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,382 Reduced 5.07%	25,881 $887,000
Q1 2019 May 16, 2019	SELL	N/A	-2,013 Reduced 6.88%	27,263 $914,000
Q4 2018 Feb 13, 2019	SELL	N/A	-10 Reduced 0.03%	29,276 $0
Q3 2018 Nov 15, 2018	BUY	N/A	241 Added 0.83%	29,286 $1.13 Million
Q2 2018 Aug 20, 2018	BUY	N/A	1,241 Added 4.46%	29,045 $1.02 Million
Q1 2018 May 16, 2018	BUY	N/A	3,439 Added 14.11%	27,804 $926,000
Q4 2017 Feb 15, 2018	BUY	N/A	24,365	24,365 $808,000

Others Institutions Holding FFTY

# of Institutions

44

Shares Held

1.11M

Call Options Held

800

Put Options Held

0

Iron Bridge Private Wealth, LLC

301K
Shares

$8.16 Million
3.28% of portfolio
Del Sette Capital Management, LLC

233K
Shares

$6.32 Million
5.57% of portfolio
Chicago Partners Investment Group LLC

86.2K
Shares

$2.34 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

83.8K
Shares

$2.27 Million
0.0% of portfolio
Great Valley Advisor Group, Inc.

51.2K
Shares

$1.39 Million
0.04% of portfolio

About INNOVATOR ETFS TR IBD 50 ETF (

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