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Karp Capital Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Karp Capital 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
2022
Q4 		– Sell
-337,743
Closed -$8.19M – 100
2022
Q3 		$8.19M Sell
337,743
-2,694
-0.8% -$67.5K 1.68% 19
2022
Q2 		$8.35M Buy
+340,437
New +$8.64M 1.48% 19

Other funds holding UAPR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Karp Capital Management's UAPR Position: Q4 2022 in Review

Karp Capital Management sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2022, closing a stake of 337,743 shares — an estimated $8.19M sold.

Karp Capital Management first reported a position in UAPR in Q2 2022 and held it in 2 quarters. The position peaked at $8.35M in Q2 2022. 48 funds tracked by Wall St. Rank hold UAPR as of Q4 2022.

  • Karp Capital Management reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 337,743 Innovator US Equity Ultra Buffer ETF April shares in Q4 2022, an estimated $8.19M.
  • Karp Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2022 and held it in 2 quarters.
  • Karp Capital Management's Innovator US Equity Ultra Buffer ETF April position peaked at $8.35M in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.