Bright Futures Wealth Management’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Bright Futures Wealth Management’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
2024 Q4	–	Sell	-7,675	Closed	-$335K	–	135
2024 Q3	$335K	Hold	7,675	–	–	0.16%	155
2024 Q2	$314K	Hold	7,675	–	–	0.17%	150
2024 Q1	$319K	Buy	+7,675	New	+$301K	0.17%	147

Other funds holding BAPR

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Bright Futures Wealth Management's BAPR Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Innovator US Equity Buffer ETF April (BAPR) in Q4 2024, closing a stake of 7,675 shares — an estimated $335K sold.

Bright Futures Wealth Management first reported a position in BAPR in Q1 2024 and held it in 3 quarters. The position peaked at $335K in Q3 2024. 103 funds tracked by Wall St. Rank hold BAPR as of Q4 2024.

Bright Futures Wealth Management reported no remaining Innovator US Equity Buffer ETF April position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 7,675 Innovator US Equity Buffer ETF April shares in Q4 2024, an estimated $335K.
Bright Futures Wealth Management first reported a position in Innovator US Equity Buffer ETF April in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's Innovator US Equity Buffer ETF April position peaked at $335K in Q3 2024.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.