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Chicago Partners Investment Group’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Chicago Partners Investment Group’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
2019
Q4 		– Sell
-12,390
Closed -$324K – 372
2019
Q3 		$324K Hold
12,390
– – 0.05% 255
2019
Q2 		$321K Buy
+12,390
New +$314K 0.05% 246

Other funds holding UAPR

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Chicago Partners Investment Group's UAPR Position: Q4 2019 in Review

Chicago Partners Investment Group sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2019, closing a stake of 12,390 shares — an estimated $324K sold.

Chicago Partners Investment Group first reported a position in UAPR in Q2 2019 and held it in 2 quarters. The position peaked at $324K in Q3 2019. 15 funds tracked by Wall St. Rank hold UAPR as of Q4 2019.

  • Chicago Partners Investment Group reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2019 after selling out during the quarter.
  • Chicago Partners Investment Group sold 12,390 Innovator US Equity Ultra Buffer ETF April shares in Q4 2019, an estimated $324K.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2019 and held it in 2 quarters.
  • Chicago Partners Investment Group's Innovator US Equity Ultra Buffer ETF April position peaked at $324K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2019.

Based on Chicago Partners Investment Group's 13F filing for Q4 2019, filed 24 Jan 2020.