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American Portfolios Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$182K Buy
7,493
+4,086
+120% +$102K 0.01% 1049
2022
Q2 		$83.6K Buy
+3,407
New +$86.5K ﹤0.01% 1499

Other funds holding UAPR

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

American Portfolios Advisors's UAPR Position: Q3 2022 in Review

American Portfolios Advisors increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 120% in Q3 2022, buying an estimated $102K and bringing the position to 7,493 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #1049.

American Portfolios Advisors first reported a position in UAPR in Q2 2022 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold UAPR as of Q3 2022.

  • American Portfolios Advisors held 7,493 shares of Innovator US Equity Ultra Buffer ETF April worth $182K as of Q3 2022.
  • American Portfolios Advisors bought 4,086 Innovator US Equity Ultra Buffer ETF April shares in Q3 2022, an estimated $102K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1049 holding.
  • American Portfolios Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2022 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.