Atwood & Palmer’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Atwood & Palmer’s Portfolio BAPR Stock Details BAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-927	Closed	-$31K	–	396
2022 Q1	$31K	Hold	927	–	–	﹤0.01%	271
2021 Q4	$31K	Hold	927	–	–	﹤0.01%	275
2021 Q3	$29K	Hold	927	–	–	﹤0.01%	269
2021 Q2	$29K	Hold	927	–	–	﹤0.01%	262
2021 Q1	$28K	Hold	927	–	–	﹤0.01%	258
2020 Q4	$27K	Sell	927 -951	-51%	-$27.8K	﹤0.01%	246
2020 Q3	$54K	Hold	1,878	–	–	0.01%	185
2020 Q2	$52K	Hold	1,878	–	–	0.01%	181
2020 Q1	$47K	Buy	+1,878	New	+$50.4K	0.01%	182

Other funds holding BAPR

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atwood & Palmer's BAPR Position: Q2 2022 in Review

Atwood & Palmer sold out of Innovator US Equity Buffer ETF April (BAPR) in Q2 2022, closing a stake of 927 shares — an estimated $31K sold.

Atwood & Palmer first reported a position in BAPR in Q1 2020 and held it in 9 quarters. The position peaked at $54K in Q3 2020. 63 funds tracked by Wall St. Rank hold BAPR as of Q2 2022.

Atwood & Palmer reported no remaining Innovator US Equity Buffer ETF April position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 927 Innovator US Equity Buffer ETF April shares in Q2 2022, an estimated $31K.
Atwood & Palmer first reported a position in Innovator US Equity Buffer ETF April in Q1 2020 and held it in 9 quarters.
Atwood & Palmer's Innovator US Equity Buffer ETF April position peaked at $54K in Q3 2020.
63 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.