Greenup Street Wealth Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Greenup Street Wealth Management’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 Q1	–	Sell	-182,311	Closed	-$4.52M	–	92
2022 Q4	$4.52M	Buy	182,311 +5,774	+3%	+$143K	1.89%	14
2022 Q3	$4.28M	Buy	176,537 +13,349	+8%	+$334K	1.93%	14
2022 Q2	$4M	Buy	+163,188	New	+$4.14M	1.88%	16

Other funds holding UAPR

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Greenup Street Wealth Management's UAPR Position: Q1 2023 in Review

Greenup Street Wealth Management sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2023, closing a stake of 182,311 shares — an estimated $4.52M sold.

Greenup Street Wealth Management first reported a position in UAPR in Q2 2022 and held it in 3 quarters. The position peaked at $4.52M in Q4 2022. 51 funds tracked by Wall St. Rank hold UAPR as of Q1 2023.

Greenup Street Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q1 2023 after selling out during the quarter.
Greenup Street Wealth Management sold 182,311 Innovator US Equity Ultra Buffer ETF April shares in Q1 2023, an estimated $4.52M.
Greenup Street Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2022 and held it in 3 quarters.
Greenup Street Wealth Management's Innovator US Equity Ultra Buffer ETF April position peaked at $4.52M in Q4 2022.
51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2023.

Based on Greenup Street Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.