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

VisionPoint Advisory Group’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
2023
Q4 		– Sell
-2,247
Closed -$57.9K – 884
2023
Q3 		$57.9K Buy
+2,247
New +$58.7K 0.02% 234

Other funds holding UAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

VisionPoint Advisory Group sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2023, closing a stake of 2,247 shares — an estimated $57.9K sold.

VisionPoint Advisory Group first reported a position in UAPR in Q3 2023 and held it in 1 quarter. The position peaked at $57.9K in Q3 2023. 58 funds tracked by Wall St. Rank hold UAPR as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,247 Innovator US Equity Ultra Buffer ETF April shares in Q4 2023, an estimated $57.9K.
  • VisionPoint Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF April in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Innovator US Equity Ultra Buffer ETF April position peaked at $57.9K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2023.

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