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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

Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Greenup Street Wealth Management
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
RPg Family Wealth Advisory
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 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.