BFWM
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Bright Futures Wealth Management’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Bright Futures Wealth 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
2024
Q3 		– Sell
-31,759
Closed -$852K – 229
2024
Q2 		$852K Sell
31,759
-6,344
-17% -$171K 0.46% 64
2024
Q1 		$1.03M Buy
+38,103
New +$993K 0.56% 51

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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 $218M AUM 13.38% 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 $1.72B AUM 19.92% 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

Bright Futures Wealth Management's IAPR Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q3 2024, closing a stake of 31,759 shares — an estimated $852K sold.

Bright Futures Wealth Management first reported a position in IAPR in Q1 2024 and held it in 2 quarters. The position peaked at $1.03M in Q1 2024. 77 funds tracked by Wall St. Rank hold IAPR as of Q3 2024.

  • Bright Futures Wealth Management reported no remaining Innovator International Developed Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 31,759 Innovator International Developed Power Buffer ETF April shares in Q3 2024, an estimated $852K.
  • Bright Futures Wealth Management first reported a position in Innovator International Developed Power Buffer ETF April in Q1 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's Innovator International Developed Power Buffer ETF April position peaked at $1.03M in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.