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Goldstone Financial Group’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Goldstone Financial 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
2023
Q2 		– Sell
-14,011
Closed -$349K – 174
2023
Q1 		$349K Buy
+14,011
New +$349K 0.12% 104

Other funds holding UAPR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Goldstone Financial Group's UAPR Position: Q2 2023 in Review

Goldstone Financial Group sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2023, closing a stake of 14,011 shares — an estimated $349K sold.

Goldstone Financial Group first reported a position in UAPR in Q1 2023 and held it in 1 quarter. The position peaked at $349K in Q1 2023. 54 funds tracked by Wall St. Rank hold UAPR as of Q2 2023.

  • Goldstone Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 14,011 Innovator US Equity Ultra Buffer ETF April shares in Q2 2023, an estimated $349K.
  • Goldstone Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF April in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Innovator US Equity Ultra Buffer ETF April position peaked at $349K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.