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Cornerstone Wealth Group’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Cornerstone Wealth Group’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,962
Closed -$502K – 118
2019
Q4 		$502K Hold
17,962
– – 0.14% 105
2019
Q3 		$471K Hold
17,962
– – 0.12% 96
2019
Q2 		$465K Buy
+17,962
New +$457K 0.13% 116

Other funds holding BAPR

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Cornerstone Wealth Group's BAPR Position: Q1 2020 in Review

Cornerstone Wealth Group sold out of Innovator US Equity Buffer ETF April (BAPR) in Q1 2020, closing a stake of 17,962 shares — an estimated $502K sold.

Cornerstone Wealth Group first reported a position in BAPR in Q2 2019 and held it in 3 quarters. The position peaked at $502K in Q4 2019. 25 funds tracked by Wall St. Rank hold BAPR as of Q1 2020.

  • Cornerstone Wealth Group reported no remaining Innovator US Equity Buffer ETF April position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Wealth Group sold 17,962 Innovator US Equity Buffer ETF April shares in Q1 2020, an estimated $502K.
  • Cornerstone Wealth Group first reported a position in Innovator US Equity Buffer ETF April in Q2 2019 and held it in 3 quarters.
  • Cornerstone Wealth Group's Innovator US Equity Buffer ETF April position peaked at $502K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q1 2020.

Based on Cornerstone Wealth Group's 13F filing for Q1 2020, filed 6 May 2020.