BAPR β€” INNOVATOR US EQUITY BUFFER ETF

Ownership history in Clear Point Advisors Inc.  Β·  8 quarters on record

AI Ownership Summary

Clear Point Advisors Inc. reported INNOVATOR US EQUITY BUFFER ETF (BAPR) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.97% in 2024 Q4. The latest visible filing shows BAPR at 0.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Point Advisors Inc.'s position in INNOVATOR US EQUITY BUFFER ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BAPR was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clear Point Advisors Inc. held BAPR β€” position size vs. price
% of Fund (quarterly)    BAPR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21,872 -2,631 -10.7% 0.81% $1.0M 2026-02-14 (Est.) $48.28
2025 Q3 UNCHANGED 24,503 β€” 0% 0.89% $1.1M 2025-10-28 $47.36
2025 Q2 REDUCED 24,503 -457 -1.8% 0.93% $1.1M 2025-07-17 $45.50
2025 Q1 REDUCED 24,960 -572 -2.2% 0.95% $1.1M 2025-04-21 $39.97
2024 Q4 UNCHANGED 25,532 β€” 0% 0.97% $1.1M 2025-02-03 $45.09
2024 Q3 UNCHANGED 25,532 β€” 0% 0.86% $1.1M 2024-11-12 $44.49
2024 Q2 REDUCED 25,532 -400 -1.5% 0.87% $1.1M 2024-08-14 $41.56
2024 Q1 INITIATED 25,932 β€” β€” 0.88% $991K 2024-05-16 $40.46

FAQ About Clear Point Advisors Inc. and BAPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clear Point Advisors Inc. reported owning BAPR?

Clear Point Advisors Inc. reported BAPR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BAPR position in Clear Point Advisors Inc.'s portfolio?

The largest reported portfolio weight for BAPR was 0.97% in 2024 Q4.

What is the latest reported BAPR position on this page?

The most recent filing on this page is 2025 Q4, when Clear Point Advisors Inc. reported 21,872 shares, equal to 0.81% of portfolio, with an estimated market value of $1.0M.

What does the chart on this BAPR ownership page compare?

The chart compares Clear Point Advisors Inc.'s quarterly BAPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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