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Clear Point Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-640
Closed -$19.3K – 499
2024
Q3 		$19.3K Hold
640
– – 0.01% 283
2024
Q2 		$18.6K Hold
640
– – 0.02% 276
2024
Q1 		$18K Hold
640
– – 0.01% 284
2023
Q4 		$17.6K Buy
+640
New +$16.9K 0.02% 278

Other funds holding UAPR

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Clear Point Advisors's UAPR Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2024, closing a stake of 640 shares — an estimated $19.3K sold.

Clear Point Advisors first reported a position in UAPR in Q4 2023 and held it in 4 quarters. The position peaked at $19.3K in Q3 2024. 79 funds tracked by Wall St. Rank hold UAPR as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 640 Innovator US Equity Ultra Buffer ETF April shares in Q4 2024, an estimated $19.3K.
  • Clear Point Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $19.3K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.