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Castleview Partners’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-1,205
Closed -$37.1K – 533
2024
Q4 		$37.1K Sell
1,205
-60
-5% -$1.84K 0.02% 387
2024
Q3 		$38.2K Sell
1,265
-982
-44% -$28.9K 0.02% 360
2024
Q2 		$65.3K Hold
2,247
– – 0.04% 298
2024
Q1 		$63.3K Hold
2,247
– – 0.04% 320
2023
Q4 		$61.7K Buy
+2,247
New +$59.4K 0.04% 266

Other funds holding UAPR

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Castleview Partners's UAPR Position: Q1 2025 in Review

Castleview Partners sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2025, closing a stake of 1,205 shares — an estimated $37.1K sold.

Castleview Partners first reported a position in UAPR in Q4 2023 and held it in 5 quarters. The position peaked at $65.3K in Q2 2024. 70 funds tracked by Wall St. Rank hold UAPR as of Q1 2025.

  • Castleview Partners reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,205 Innovator US Equity Ultra Buffer ETF April shares in Q1 2025, an estimated $37.1K.
  • Castleview Partners first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Innovator US Equity Ultra Buffer ETF April position peaked at $65.3K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.