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Atria Wealth Solutions’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Atria Wealth Solutions’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,989
Closed -$216K – 1977
2024
Q3 		$216K Hold
4,989
– – ﹤0.01% 1738
2024
Q2 		$207K Buy
+4,989
New +$200K ﹤0.01% 1752

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HighTower Advisors
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Osaic Holdings
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ATPW
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Atria Wealth Solutions's BAPR Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Innovator US Equity Buffer ETF April (BAPR) in Q4 2024, closing a stake of 4,989 shares — an estimated $216K sold.

Atria Wealth Solutions first reported a position in BAPR in Q2 2024 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 103 funds tracked by Wall St. Rank hold BAPR as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Innovator US Equity Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,989 Innovator US Equity Buffer ETF April shares in Q4 2024, an estimated $216K.
  • Atria Wealth Solutions first reported a position in Innovator US Equity Buffer ETF April in Q2 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Innovator US Equity Buffer ETF April position peaked at $216K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.