AE Wealth Management’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $65K | Hold |
2,629
| – | – | ﹤0.01% | 1567 |
|
2025
Q1 | $64.5K | Hold |
2,629
| – | – | ﹤0.01% | 1541 |
|
2024
Q4 | $64.8K | Buy |
+2,629
| New | +$64.8K | ﹤0.01% | 1517 |
|
2024
Q1 | – | Sell |
-23,442
| Closed | -$581K | – | 1188 |
|
2023
Q4 | $581K | Buy |
23,442
+5,365
| +30% | +$133K | ﹤0.01% | 1361 |
|
2023
Q3 | $444K | Buy |
+18,077
| New | +$444K | ﹤0.01% | 1437 |
|