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Institutional & Family Asset Management’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-565
Closed -$18K – 800
2021
Q3 		$18K Hold
565
– – ﹤0.01% 465
2021
Q2 		$18K Buy
+565
New +$17.5K ﹤0.01% 494

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VBFP
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Institutional & Family Asset Management's BAPR Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Buffer ETF April (BAPR) in Q4 2021, closing a stake of 565 shares — an estimated $18K sold.

Institutional & Family Asset Management first reported a position in BAPR in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 53 funds tracked by Wall St. Rank hold BAPR as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Buffer ETF April position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 565 Innovator US Equity Buffer ETF April shares in Q4 2021, an estimated $18K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Buffer ETF April in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Buffer ETF April position peaked at $18K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.