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

Institutional & Family Asset 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
2021
Q4 		– Sell
-590
Closed -$15K – 929
2021
Q3 		$15K Hold
590
– – ﹤0.01% 493
2021
Q2 		$15K Buy
+590
New +$15K ﹤0.01% 527

Other funds holding UAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SCFS
S.C. Financial Services Scottsdale, Arizona $65M AUM 9.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2021, closing a stake of 590 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in UAPR in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 22 funds tracked by Wall St. Rank hold UAPR as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 590 Innovator US Equity Ultra Buffer ETF April shares in Q4 2021, an estimated $15K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Ultra Buffer ETF April position peaked at $15K in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2021.

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