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Advisor Group’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Advisor Group’s Portfolio UAPR Stock Details UAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$185K Sell
7,050
-2,795
-28% -$73K ﹤0.01% 2457
2019
Q3 		$256K Hold
9,845
– – ﹤0.01% 2134
2019
Q2 		$253K Buy
+9,845
New +$249K ﹤0.01% 2125

Other funds holding UAPR

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Advisor Group's UAPR Position: Q4 2019 in Review

Advisor Group reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 28% in Q4 2019, selling an estimated $73K and leaving 7,050 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Advisor Group first reported a position in UAPR in Q2 2019 and has held it in 3 quarters since. The position peaked at $256K in Q3 2019. 15 funds tracked by Wall St. Rank hold UAPR as of Q4 2019.

  • Advisor Group held 7,050 shares of Innovator US Equity Ultra Buffer ETF April worth $185K as of Q4 2019.
  • Advisor Group sold 2,795 Innovator US Equity Ultra Buffer ETF April shares in Q4 2019, an estimated $73K.
  • Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2457 holding.
  • Advisor Group first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's Innovator US Equity Ultra Buffer ETF April position peaked at $256K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.