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Arkadios Wealth Advisors’s Innovator Premium Income 30 Barrier ETF April APRJ Stock Holding History

Arkadios Wealth Advisors’s Portfolio APRJ Stock Details APRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,290
Closed -$204K – 948
2024
Q3 		$204K Buy
8,290
+4
+0% +$99 0.01% 839
2024
Q2 		$204K Buy
+8,286
New +$204K 0.01% 762

Other funds holding APRJ

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Arkadios Wealth Advisors's APRJ Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Innovator Premium Income 30 Barrier ETF April (APRJ) in Q4 2024, closing a stake of 8,290 shares — an estimated $204K sold.

Arkadios Wealth Advisors first reported a position in APRJ in Q2 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 26 funds tracked by Wall St. Rank hold APRJ as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Innovator Premium Income 30 Barrier ETF April position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8,290 Innovator Premium Income 30 Barrier ETF April shares in Q4 2024, an estimated $204K.
  • Arkadios Wealth Advisors first reported a position in Innovator Premium Income 30 Barrier ETF April in Q2 2024 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Innovator Premium Income 30 Barrier ETF April position peaked at $204K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF April as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.