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Atlantic Private Wealth’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History

Atlantic Private Wealth’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
2024
Q2 		– Sell
-5,976
Closed -$147K – 110
2024
Q1 		$147K Hold
5,976
– – 0.12% 45
2023
Q4 		$148K Buy
+5,976
New +$149K 0.13% 44

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Atlantic Private Wealth's APRH Position: Q2 2024 in Review

Atlantic Private Wealth sold out of Innovator Premium Income 20 Barrier ETF April (APRH) in Q2 2024, closing a stake of 5,976 shares — an estimated $147K sold.

Atlantic Private Wealth first reported a position in APRH in Q4 2023 and held it in 2 quarters. The position peaked at $148K in Q4 2023. 20 funds tracked by Wall St. Rank hold APRH as of Q2 2024.

  • Atlantic Private Wealth reported no remaining Innovator Premium Income 20 Barrier ETF April position as of Q2 2024 after selling out during the quarter.
  • Atlantic Private Wealth sold 5,976 Innovator Premium Income 20 Barrier ETF April shares in Q2 2024, an estimated $147K.
  • Atlantic Private Wealth first reported a position in Innovator Premium Income 20 Barrier ETF April in Q4 2023 and held it in 2 quarters.
  • Atlantic Private Wealth's Innovator Premium Income 20 Barrier ETF April position peaked at $148K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q2 2024.

Based on Atlantic Private Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.