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Valeo Financial Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Valeo Financial Advisors’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
2019
Q4 		– Sell
-2,900
Closed -$75K – 1722
2019
Q3 		$75K Buy
+2,900
New +$74.8K 0.01% 498

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Wolverine Trading
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Valeo Financial Advisors's UAPR Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2019, closing a stake of 2,900 shares — an estimated $75K sold.

Valeo Financial Advisors first reported a position in UAPR in Q3 2019 and held it in 1 quarter. The position peaked at $75K in Q3 2019. 15 funds tracked by Wall St. Rank hold UAPR as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,900 Innovator US Equity Ultra Buffer ETF April shares in Q4 2019, an estimated $75K.
  • Valeo Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q3 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $75K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.