AWM
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Accurate Wealth Management’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History

Accurate Wealth Management’s Portfolio APRH Stock Details APRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,817
Closed -$243K – 491
2025
Q2 		$243K Sell
9,817
-210
-2% -$5.15K 0.04% 397
2025
Q1 		$239K Buy
+10,027
New +$249K 0.05% 337

Other funds holding APRH

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Accurate Wealth Management's APRH Position: Q3 2025 in Review

Accurate Wealth Management sold out of Innovator Premium Income 20 Barrier ETF April (APRH) in Q3 2025, closing a stake of 9,817 shares — an estimated $243K sold.

Accurate Wealth Management first reported a position in APRH in Q1 2025 and held it in 2 quarters. The position peaked at $243K in Q2 2025. 28 funds tracked by Wall St. Rank hold APRH as of Q3 2025.

  • Accurate Wealth Management reported no remaining Innovator Premium Income 20 Barrier ETF April position as of Q3 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 9,817 Innovator Premium Income 20 Barrier ETF April shares in Q3 2025, an estimated $243K.
  • Accurate Wealth Management first reported a position in Innovator Premium Income 20 Barrier ETF April in Q1 2025 and held it in 2 quarters.
  • Accurate Wealth Management's Innovator Premium Income 20 Barrier ETF April position peaked at $243K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q3 2025.

Based on Accurate Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.