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S.C. Financial Services’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

S.C. Financial Services’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
Q2 		– Sell
-18,600
Closed -$492K – 143
2022
Q1 		$492K Hold
18,600
– – 0.63% 50
2021
Q4 		$488K Buy
+18,600
New +$485K 0.56% 55

Other funds holding UAPR

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

S.C. Financial Services's UAPR Position: Q2 2022 in Review

S.C. Financial Services sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2022, closing a stake of 18,600 shares — an estimated $492K sold.

S.C. Financial Services first reported a position in UAPR in Q4 2021 and held it in 2 quarters. The position peaked at $492K in Q1 2022. 38 funds tracked by Wall St. Rank hold UAPR as of Q2 2022.

  • S.C. Financial Services reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q2 2022 after selling out during the quarter.
  • S.C. Financial Services sold 18,600 Innovator US Equity Ultra Buffer ETF April shares in Q2 2022, an estimated $492K.
  • S.C. Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2021 and held it in 2 quarters.
  • S.C. Financial Services's Innovator US Equity Ultra Buffer ETF April position peaked at $492K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2022.

Based on S.C. Financial Services's 13F filing for Q2 2022, filed 11 Jul 2022.