VisionPoint Advisory Group’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

VisionPoint Advisory Group’s Portfolio BAPR Stock Details BAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,797	Closed	-$62.8K	–	759
2023 Q3	$62.8K	Buy	+1,797	New	+$64.5K	0.03%	227

Other funds holding BAPR

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

VisionPoint Advisory Group's BAPR Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Innovator US Equity Buffer ETF April (BAPR) in Q4 2023, closing a stake of 1,797 shares — an estimated $62.8K sold.

VisionPoint Advisory Group first reported a position in BAPR in Q3 2023 and held it in 1 quarter. The position peaked at $62.8K in Q3 2023. 80 funds tracked by Wall St. Rank hold BAPR as of Q4 2023.

VisionPoint Advisory Group reported no remaining Innovator US Equity Buffer ETF April position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 1,797 Innovator US Equity Buffer ETF April shares in Q4 2023, an estimated $62.8K.
VisionPoint Advisory Group first reported a position in Innovator US Equity Buffer ETF April in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Innovator US Equity Buffer ETF April position peaked at $62.8K in Q3 2023.
80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.