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Alera Investment Advisors’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Alera Investment Advisors’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
2024
Q3 		– Sell
-8,667
Closed -$234K – 300
2024
Q2 		$234K Sell
8,667
-14,683
-63% -$396K 0.03% 235
2024
Q1 		$634K Buy
23,350
+143
+0.6% +$3.73K 0.09% 101
2023
Q4 		$597K Sell
23,207
-109
-0.5% -$2.67K 0.08% 110
2023
Q3 		$563K Buy
23,316
+71
+0.3% +$1.75K 0.09% 97
2023
Q2 		$579K Buy
23,245
+508
+2% +$12.5K 0.12% 101
2023
Q1 		$557K Buy
+22,737
New +$556K 0.13% 103
2022
Q4 		– Sell
-21,073
Closed -$456K – 181
2022
Q3 		$456K Buy
21,073
+98
+0.5% +$2.24K 0.13% 106
2022
Q2 		$478K Buy
+20,975
New +$497K 0.13% 108

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Alera Investment Advisors's IAPR Position: Q3 2024 in Review

Alera Investment Advisors sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q3 2024, closing a stake of 8,667 shares — an estimated $234K sold.

Alera Investment Advisors first reported a position in IAPR in Q2 2022 and held it in 8 quarters. The position peaked at $634K in Q1 2024. 77 funds tracked by Wall St. Rank hold IAPR as of Q3 2024.

  • Alera Investment Advisors reported no remaining Innovator International Developed Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 8,667 Innovator International Developed Power Buffer ETF April shares in Q3 2024, an estimated $234K.
  • Alera Investment Advisors first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2022 and held it in 8 quarters.
  • Alera Investment Advisors's Innovator International Developed Power Buffer ETF April position peaked at $634K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.