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Atria Wealth Solutions’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-9,062
Closed -$226K – 1991
2023
Q1 		$226K Sell
9,062
-135
-1% -$3.36K ﹤0.01% 1598
2022
Q4 		$228K Sell
9,197
-136,095
-94% -$3.37M ﹤0.01% 1527
2022
Q3 		$3.52M Buy
145,292
+132,098
+1,001% +$3.31M 0.06% 310
2022
Q2 		$324K Buy
13,194
+3,853
+41% +$97.8K 0.01% 1172
2022
Q1 		$247K Buy
+9,341
New +$244K ﹤0.01% 1436

Other funds holding UAPR

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return