Wealth Enhancement Advisory Services
UAPR icon

Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Wealth Enhancement Advisory 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
2023
Q4 		– Sell
-30,110
Closed -$776K – 2437
2023
Q3 		$776K Buy
+30,110
New +$787K ﹤0.01% 1203

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KWM
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WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SB
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BCM
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's UAPR Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2023, closing a stake of 30,110 shares — an estimated $776K sold.

Wealth Enhancement Advisory Services first reported a position in UAPR in Q3 2023 and held it in 1 quarter. The position peaked at $776K in Q3 2023. 58 funds tracked by Wall St. Rank hold UAPR as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 30,110 Innovator US Equity Ultra Buffer ETF April shares in Q4 2023, an estimated $776K.
  • Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF April in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF April position peaked at $776K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.