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Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-2,573
Closed -$68K – 847
2022
Q1 		$68K Sell
2,573
-100
-4% -$2.61K 0.02% 345
2021
Q4 		$70K Hold
2,673
– – 0.02% 335
2021
Q3 		$69K Hold
2,673
– – 0.02% 339
2021
Q2 		$69K Hold
2,673
– – 0.02% 337
2021
Q1 		$67K Hold
2,673
– – 0.03% 328
2020
Q4 		$67K Hold
2,673
– – 0.03% 277
2020
Q3 		$66K Hold
2,673
– – 0.03% 264
2020
Q2 		$65K Hold
2,673
– – 0.04% 255
2020
Q1 		$66K Buy
+2,673
New +$68.4K 0.04% 233

Other funds holding UAPR

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 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
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bedel Financial Consulting's UAPR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2022, closing a stake of 2,573 shares — an estimated $68K sold.

Bedel Financial Consulting first reported a position in UAPR in Q1 2020 and held it in 9 quarters. The position peaked at $70K in Q4 2021. 38 funds tracked by Wall St. Rank hold UAPR as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,573 Innovator US Equity Ultra Buffer ETF April shares in Q2 2022, an estimated $68K.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Ultra Buffer ETF April in Q1 2020 and held it in 9 quarters.
  • Bedel Financial Consulting's Innovator US Equity Ultra Buffer ETF April position peaked at $70K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.