Cerity Partners
UAPR icon

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

Cerity 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
2023
Q1 		– Sell
-54,675
Closed -$1.36M – 1893
2022
Q4 		$1.36M Hold
54,675
– – 0.01% 616
2022
Q3 		$1.33M Buy
+54,675
New +$1.37M 0.02% 449

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cerity Partners's UAPR Position: Q1 2023 in Review

Cerity Partners sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2023, closing a stake of 54,675 shares — an estimated $1.36M sold.

Cerity Partners first reported a position in UAPR in Q3 2022 and held it in 2 quarters. The position peaked at $1.36M in Q4 2022. 51 funds tracked by Wall St. Rank hold UAPR as of Q1 2023.

  • Cerity Partners reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q1 2023 after selling out during the quarter.
  • Cerity Partners sold 54,675 Innovator US Equity Ultra Buffer ETF April shares in Q1 2023, an estimated $1.36M.
  • Cerity Partners first reported a position in Innovator US Equity Ultra Buffer ETF April in Q3 2022 and held it in 2 quarters.
  • Cerity Partners's Innovator US Equity Ultra Buffer ETF April position peaked at $1.36M in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2023.

Based on Cerity Partners's 13F filing for Q1 2023, filed 11 May 2023.