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ACG Wealth’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

ACG Wealth’s Portfolio IAPR Stock Details IAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-590
Closed -$13K – 582
2022
Q2 		$13K Buy
+590
New +$14K ﹤0.01% 655

Other funds holding IAPR

RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

ACG Wealth's IAPR Position: Q3 2022 in Review

ACG Wealth sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q3 2022, closing a stake of 590 shares — an estimated $13K sold.

ACG Wealth first reported a position in IAPR in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 28 funds tracked by Wall St. Rank hold IAPR as of Q3 2022.

  • ACG Wealth reported no remaining Innovator International Developed Power Buffer ETF April position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 590 Innovator International Developed Power Buffer ETF April shares in Q3 2022, an estimated $13K.
  • ACG Wealth first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Innovator International Developed Power Buffer ETF April position peaked at $13K in Q2 2022.
  • 28 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.