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

VisionPoint Advisory Group’s Portfolio PAPR Stock Details PAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,320
Closed -$193K – 834
2023
Q3 		$193K Buy
+6,320
New +$196K 0.08% 145

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MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

VisionPoint Advisory Group sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2023, closing a stake of 6,320 shares — an estimated $193K sold.

VisionPoint Advisory Group first reported a position in PAPR in Q3 2023 and held it in 1 quarter. The position peaked at $193K in Q3 2023. 158 funds tracked by Wall St. Rank hold PAPR as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 6,320 Innovator US Equity Power Buffer ETF April shares in Q4 2023, an estimated $193K.
  • VisionPoint Advisory Group first reported a position in Innovator US Equity Power Buffer ETF April in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Innovator US Equity Power Buffer ETF April position peaked at $193K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2023.

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