CFCI
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Comprehensive Financial Consultants Institutional’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-83,565
Closed -$2.29M – 166
2023
Q4 		$2.29M Sell
83,565
-1,903
-2% -$50.3K 1.07% 31
2023
Q3 		$2.2M Sell
85,468
-6,611
-7% -$173K 1.16% 29
2023
Q2 		$2.42M Sell
92,079
-11,930
-11% -$302K 1.28% 24
2023
Q1 		$2.59M Sell
104,009
-2,745
-3% -$68.4K 1.47% 18
2022
Q4 		$2.66M Sell
106,754
-112
-0.1% -$2.77K 1.62% 13
2022
Q3 		$2.61M Buy
106,866
+73,172
+217% +$1.83M 1.72% 10
2022
Q2 		$829K Buy
+33,694
New +$855K 0.59% 69

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
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return