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Bourgeon Capital Management’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Bourgeon Capital Management’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
2023
Q3 		– Sell
-1,700
Closed -$42.4K – 408
2023
Q2 		$42.4K Buy
+1,700
New +$42K 0.01% 159

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AGA
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PCS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Bourgeon Capital Management's IAPR Position: Q3 2023 in Review

Bourgeon Capital Management sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q3 2023, closing a stake of 1,700 shares — an estimated $42.4K sold.

Bourgeon Capital Management first reported a position in IAPR in Q2 2023 and held it in 1 quarter. The position peaked at $42.4K in Q2 2023. 72 funds tracked by Wall St. Rank hold IAPR as of Q3 2023.

  • Bourgeon Capital Management reported no remaining Innovator International Developed Power Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,700 Innovator International Developed Power Buffer ETF April shares in Q3 2023, an estimated $42.4K.
  • Bourgeon Capital Management first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • Bourgeon Capital Management's Innovator International Developed Power Buffer ETF April position peaked at $42.4K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q3 2023.

Based on Bourgeon Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.